About the Company
Our client is in the professional services industry. They are looking for a Senior Associate who will be responsible for devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.

This company provides business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Why Work Here

Chance to join a rapidly expanding practice within a leading Canadian professional services firm

Entrepreneurial and collaborative culture with accessible leadership, including senior partners and executive leadership

Broad, hands-on exposure across financial modelling, tax, estate planning, insurance, remuneration, debt, and wealth strategy

Technical, fee-for-service environment without sales targets, commissions, or pressure to sell investment products

Less siloed than a traditional large-firm environment, giving employees exposure to the full financial planning process

Clear opportunity to develop into a trusted, client-facing financial planning specialist

Potential long-term partner track as the practice continues to grow

MNP has grown from approximately 7,000 to more than 10,000 employees over the past four and a half years

Strong workplace for candidates genuinely invested in technical development and career growth

About the Opportunity





Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates

Working with professionals across service lines to communicate relevant information and deliver reports as required

Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to date

About You

Holds CFP® (Certified Financial Planner) credential

5-10+ years of experience providing financial planning to business owner clients in a role that involves one or more of the below:

Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create financial plans that were expected to be presented to clients by you or other team members.

Meeting with clients to deliver financial planning advice

Knowledge of financial products and services such as life insurance or mutual funds.

Accounting-related work experience

Salary Range
$135,000 - $165,000/year

This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Benefits

The individual may also be eligible for discretionary bonuses

can participate in medical, dental, and vision benefits

as well as the company’s 401(k) retirement plan

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📌 Associate/Senior Associate - Family Office (Alberta)
🏢 Vaco Recruiter Services
📍 Alberta