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

- Opportunity 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 setting 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

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