Senior Financial Planning Associate opportunity for CFP professionals skilled in financial modelling, tax planning, and client presentations. Greater Toronto Area residence required.
MNP seeks a Senior Associate for its qualified services practice. The position develops financial plans and strategies for high net worth families, business owners, and professionals. It combines financial planning software, client advice, and collaboration across service lines.
Key Responsibilities: Prepare financial plans and strategies for high net worth clients
Present financial planning recommendations to clients and families
Collaborate with professionals across service lines
Communicate relevant information and deliver required reports




Support process improvements and update templates and deliverables
Requirements: Hold the Certified Financial Planner credential
Bring five to ten-plus years of financial planning experience
Serve business owner clients in financial planning engagements
Use Naviplan, WealthPath, Conquest, or equivalent software
Currently reside in the Greater Toronto Area and work legally in Canada
Apply financial planning, modelling, and presentation expertise as a Senior Associate serving high net worth clients at MNP.

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📌 Senior Financial Planning Associate (Alberta)
🏢 Vaco
📍 Alberta