MNP
MNP Senior Associate in Wealth Management
Job Description
Join MNP as a Senior Associate in the Family Office Services team and make a significant difference. This role involves developing financial strategies for high net worth clients across Canada.
In this key position at MNP, you will formulate, build, and deliver innovative financial planning solutions tailored to business owners and ultra-high net worth families. Your ability to communicate effectively will contribute to seamless collaboration across various service lines, ensuring all client needs are met. You’ll also play a vital role in refining current processes and resources.
Key Responsibilities:
• Develop and present financial strategies for wealthy families
• Work with cross-functional teams to deliver relevant reports
• Support ongoing improvements in deliverables and processes
Requirements:
• Certified Financial Planner credential mandatory
• 5-10+ years in financial advisory roles
• Skilled in using financial planning software tools
• Proficient ...
In this key position at MNP, you will formulate, build, and deliver innovative financial planning solutions tailored to business owners and ultra-high net worth families. Your ability to communicate effectively will contribute to seamless collaboration across various service lines, ensuring all client needs are met. You’ll also play a vital role in refining current processes and resources.
Key Responsibilities:
• Develop and present financial strategies for wealthy families
• Work with cross-functional teams to deliver relevant reports
• Support ongoing improvements in deliverables and processes
Requirements:
• Certified Financial Planner credential mandatory
• 5-10+ years in financial advisory roles
• Skilled in using financial planning software tools
• Proficient ...