Associate for High Net Worth Services (Gatineau)

Associate for High Net Worth Services (Gatineau)

27 Sep
|
Alpe Conception
|
Gatineau

27 Sep

Alpe Conception

Gatineau

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 transparent 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.

📌 Associate for High Net Worth Services (Gatineau)
🏢 Alpe Conception
📍 Gatineau

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