Senior Associate, Family Office Services
Winnipeg, Manitoba, Canada · Full Time
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- Experience
- 5–11 yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
Join our Family Office Services team as a Senior Associate, offering expertise in crafting and presenting tailored financial strategies for affluent families, business proprietors, and professionals. This multidisciplinary team is dedicated to guiding clients through wealth management evolution and achieving their financial ambitions.
About the Company
MNP is a prominent Canadian accounting, taxation, and business advisory firm that specializes in delivering robust business strategies and solutions. Known for its entrepreneurial spirit, MNP empowers its team members to transform mid-market business practices by turning challenges into opportunities.
Key Responsibilities
- Design and deliver comprehensive financial plans and strategies for high net worth clients, collaborating with Analysts and Associates.
- Coordinate with professionals from various service lines to communicate information effectively and produce necessary reports.
- Contribute to process enhancements by maintaining and updating templates, deliverables, and workflows.
Skills and Experience Requirements
- Possession of the CFP® (Certified Financial Planner) certification.
- Between five to ten-plus years of experience delivering financial planning services to business owner clients.
- Proficient use of financial planning software such as Naviplan, WealthPath, Conquest, or equivalents to develop plans expected to be client-facing.
- Experience in meeting with clients to provide financial planning recommendations.
- Familiarity with financial products and services including life insurance and mutual funds.
- Background in accounting-related roles.
- Advanced skills in Microsoft Excel, PowerPoint, and Word.
- Exceptional verbal and written communication capabilities.
- Strong analytical and quantitative aptitude.
- High attention to detail along with ability to work independently.
- Effective time management to handle multiple projects concurrently.
Compensation and Benefits
MNP offers a competitive base salary with additional perks such as vacation time, four paid personal days, a pension plan with 4% employer matching, bonus programs, flexible benefits, and mental health support. Employees enjoy professional development opportunities, access to exclusive discounts and social events, a flexible dress code, and a culture that supports work-life balance.
Inclusion and Diversity
MNP values diversity and inclusiveness as fundamental principles, embracing the unique contributions of each team member. The company encourages applications from individuals with disabilities, fostering a supportive work environment for all.