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 (Winnipeg)
🏢 Alpe Conception
📍 Winnipeg