Financial Planning Associate at MNP
V
VCA
📍 victoria, capital regional district, Canada
Job Description
Drive financial success with MNP as a Financial Planning Associate. Collaborate with a talented team to support high net worth clients in achieving their objectives.
As part of MNP's Family Office Services team, you will be integral to financial planning processes for high net worth and ultra-high net worth families. Your role includes preparing financial plans, delivering reports, and enhancing process improvements. You will also work closely with professionals across various service lines to ensure comprehensive support and effective communication.
Key Responsibilities:
• Prepare financial plans and analyses for high net worth clients
• Deliver reports and presentations with Analysts' support
• Work with diverse teams to communicate necessary information
• Support process improvement initiatives regularly
• Maintain accuracy of deliverables, templates, and processes
Requirements:
• 3-5+ years in financial planning for business owners
• Proficiency in fin...
As part of MNP's Family Office Services team, you will be integral to financial planning processes for high net worth and ultra-high net worth families. Your role includes preparing financial plans, delivering reports, and enhancing process improvements. You will also work closely with professionals across various service lines to ensure comprehensive support and effective communication.
Key Responsibilities:
• Prepare financial plans and analyses for high net worth clients
• Deliver reports and presentations with Analysts' support
• Work with diverse teams to communicate necessary information
• Support process improvement initiatives regularly
• Maintain accuracy of deliverables, templates, and processes
Requirements:
• 3-5+ years in financial planning for business owners
• Proficiency in fin...