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 environment 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 When referencing this job, quote #307041 You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity.
- The individual may also be eligible for discretionary bonuses, and 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
📍 Calgary