Senior Associate Financial Planning Services
M
MNP
📍 mississauga, peel region, Canada
Job Description
Join MNP's Family Office Services team as a Senior Associate focused on financial planning for high net worth individuals. Help clients build and present effective strategies for wealth management across Canada.
In this key role, you will collaborate with a multi-disciplinary team to create and deliver financial plans for ultra-high net worth clients, including families and business owners. You’ll also support process improvements to enhance client service delivery. Your expertise in financial planning software and strong analytical skills will be vital for success.
Key Responsibilities:
• Prepare and present financial plans for high net worth clients
• Collaborate across service lines for effective reporting
• Drive process improvement initiatives for team efficiency
Requirements:
• CFP® designation required
• 5-10+ years in financial planning roles
• Strong knowledge of financial products and services
•...
In this key role, you will collaborate with a multi-disciplinary team to create and deliver financial plans for ultra-high net worth clients, including families and business owners. You’ll also support process improvements to enhance client service delivery. Your expertise in financial planning software and strong analytical skills will be vital for success.
Key Responsibilities:
• Prepare and present financial plans for high net worth clients
• Collaborate across service lines for effective reporting
• Drive process improvement initiatives for team efficiency
Requirements:
• CFP® designation required
• 5-10+ years in financial planning roles
• Strong knowledge of financial products and services
•...