Senior Associate, Family Office Services Role
MNP • saskatoon, Canada
Role Description
Elevate financial strategies as a Senior Associate in MNP’s Family Office Services team. This role focuses on crafting impactful financial plans for high net worth families and business owners in Canada.
As a Senior Associate with MNP, you will leverage your financial planning expertise to devise and present strategies that meet the unique objectives of affluent clients. With a collaborative approach, you’ll partner with analysts and professionals across various service areas to ensure comprehensive solutions. Your role is essential in driving process improvements and maintaining up-to-date deliverables.
Key Responsibilities:
• Prepare and present financial plans for high net worth clients
• Collaborate with service line professionals to share vital information
• Assist in process improvement initiatives and updates on templates
Requirements:
• CFP credential required
• 5-10+ years in financial planning for business owners
• Proficient in financial planning s...
As a Senior Associate with MNP, you will leverage your financial planning expertise to devise and present strategies that meet the unique objectives of affluent clients. With a collaborative approach, you’ll partner with analysts and professionals across various service areas to ensure comprehensive solutions. Your role is essential in driving process improvements and maintaining up-to-date deliverables.
Key Responsibilities:
• Prepare and present financial plans for high net worth clients
• Collaborate with service line professionals to share vital information
• Assist in process improvement initiatives and updates on templates
Requirements:
• CFP credential required
• 5-10+ years in financial planning for business owners
• Proficient in financial planning s...