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 skilled 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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