Make an impact at MNP as a Senior Associate in Family Office Services, available in Toronto or Ottawa. Focus on designing and delivering financial plans for high net worth individuals, playing a key role in their wealth strategies.

This position demands a seasoned financial planner knowledgeable in financial products and capable of managing client meetings effectively. As part of the MNP Family Office Services team, you’ll work closely with various professionals to fine-tune financial strategies and improve overall service delivery. Your analytical prowess and meticulous nature will contribute greatly to the team’s success.

Key Responsibilities:
• Develop and present financial planning strategies for HNW clientele




• Collaborate with service lines to prepare essential reports
• Drive process improvements and update documentation as needed

Requirements:
• 5-10+ years of relevant financial planning experience
• Familiarity with financial planning tools like Conquest
• Solid Microsoft Excel and presentation skills
• Excellent written and verbal communication
• Capable of juggling multiple tasks effectively

Bring your financial expertise and commitment to excellence to MNP's Family Office Services!
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📌 MNP Senior Associate Family Office Services (Ontario)
🏢 MNP
📍 Ontario