Senior Associate Family Office Financial Services

Make a difference at MNP as a Senior Associate in Family Office Services. Specialize in financial planning for high net worth families and business professionals in Canada.
You will join a dedicated team that focuses on creating and presenting strategic financial solutions, utilizing your CFP® certification and 5-10+ years in the sector. With responsibilities spanning from client interactions to cross-service collaboration, your role is pivotal in supporting business practices and enhancing client engagement in Toronto or Ottawa.
Key Responsibilities:
• Prepare financial plans tailored for high net worth clients
• Present detailed financial strategies with supported analysis
• Collaborate across service lines for comprehensive reporting
• Maintain and enhance deliverables and templates
• Support ongoing process improvement initiatives
Requirements:
• Certification as a CFP® is essential
• 5-10+ years of financial advisory experience
• Competence in Micr...