Manager, Family Office Services

at  MNP LLP

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.
Make an impact with our Family Office Services team as a Manager. This diverse team of professionals thrives on identifying clients’ unique personal and professional needs within a rapidly evolving financial reporting landscape. As a trusted advisor, you’ll provide strategic planning, wealth reporting and governance expertise for families and businesses.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

SKILLS AND EXPERIENCE

• Bachelor’s degree in business (accounting or finance major is preferred)
• CFP designation
• CIM, CFA or a CPA designation is considered an asset
• 6+ years of industry experience working with complex high net worth families
• Strong working knowledge of trust, estate planning, tax planning, insurance and complex planning
• Strong proficiency in with financial planning software (i.e. Planworth, Naviplan, WealthPath, or equivalent), Morningstar Direct or equivalent, Microsoft Excel, Microsoft Powerpoint, Microsoft Word
• Strong verbal communication and presentation skills
• Highly skilled relationship builder and manager
• Strong sales skills with a proven track record of delivering successful results for clients and their organization.
• Strong time management skills and able to work across multiple projects concurrently.
• Proactive, self-motivated, and entrepreneurial with an eagerness to learn and expand skillsets.

• Representing and growing the Family Office Services brand within the firm with a focus on delivering a world class experience in all facets of the process, from internal business development to the ultimate delivery of client engagements.
• Provide sophisticated financial planning advice to clients following a comprehensive financial planning framework
• Identify complex financial planning needs, and solutions for clients by considering the client’s wealth, life goals and other objectives
• Perform in-depth analyses on specific aspects of financial planning including estate planning, philanthropy, investments, insurance and business succession
• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
• Assist in the development of articles, marketing materials and other documents
• Coordinate client and family meetings including preparing reports, detailed agendas and post-meeting summaries
• Lead the preparation of consolidated reporting of family net worth including reporting of wealth over all investment portfolios
• Assist in the development of family governance plans and policies
• Liaise directly with clients, their legal advisors, investment managers and other outside professionals, as needed
• Maintain flexibility to travel within Ontario (primarily within the GTA) and occasionally within Canada