Senior Finance Associate (Canada)

Senior Finance Associate (Canada)

24 Oct
|
Vaco
|
Canada

24 Oct

Vaco

Canada

Senior Financial Planning Associate opportunity for CFP professionals skilled in financial modelling, tax planning, and client presentations. 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. Prepare financial plans and strategies for high net worth clients Present financial planning recommendations to clients and families Support process improvements and update templates and deliverables 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 Apply financial planning, modelling, and presentation expertise as a Senior Associate serving high net worth clients at MNP. #

📌 Senior Finance Associate (Canada)
🏢 Vaco
📍 Canada

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