Associate for High Net Worth Services (Quebec City)

Associate for High Net Worth Services (Quebec City)

27 Sep
|
Alpe Conception
|
Quebec City

27 Sep

Alpe Conception

Quebec City

Make a difference in financial planning by joining MNP as an Associate specializing in high net worth services. Engage with clients to refine their financial strategies.

As a crucial element of the MNP Family Office Services, you will focus on providing exceptional financial planning for high net worth and ultra-high net worth clients. Your responsibilities will include preparing detailed financial plans, collaborating with various service lines, and ensuring timely updates to processes and templates. Your analytical skills will play a key role in delivering explicit insights to clients.

Key Responsibilities:
• Prepare and analyze financial plans for HNW clients
• Work cross-functionally to present financial reports
• Continuously improve processes and maintain accurate documentation

Requirements:
• 3-5+ years in financial planning roles
• Experienced with financial planning software
• Advanced skills in Excel, PowerPoint, and Word
• Excellent communication and quantitative skills
• Ability to manage multiple projects effectively

Bring your financial expertise to support MNP's mission in delivering tailored financial solutions.
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📌 Associate for High Net Worth Services (Quebec City)
🏢 Alpe Conception
📍 Quebec City

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