Senior Financial Associate Mnp Family Office (Dieppe)

Senior Financial Associate Mnp Family Office (Dieppe)

25 Sep
|
MNP
|
Dieppe

25 Sep

MNP

Dieppe

Enhance high net worth planning services at MNP as a Senior Associate. Utilize your CFP certification and 5-10 years of experience to deliver tailored financial strategies.As part of MNP's Family Office Services, you'll play an integral role in devising and presenting financial plans for affluent clients. In this cooperative role, your insights will help drive strategic decisions, ensuring clients' wealth objectives are met. You'll also engage in process improvements to maintain current and effective templates and deliverables.Key Responsibilities:Design and present financial plans for high net worth familiesWork collaboratively with cross-functional service professionalsEnsure deliverables and processes are continuously updatedRequirements:CFP® credential is mandatory5-10+ years in relevant financial planning rolesProficient with planning software such as WealthPathStrong Microsoft Excel, PowerPoint, and Word skillsExcellent communication and analytical capabilitiesMake a significant impact on MNP's Family Office Services with your expertise in financial planning and wealth management.

📌 Senior Financial Associate Mnp Family Office (Dieppe)
🏢 MNP
📍 Dieppe

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