Senior Analyst, Family Office Services at MNP

White Rock, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

95000.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Wealth planning, Financial analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Naviplan, WealthPath, Planworth, Communication skills, Time management, Attention to detail, Accounting, Client advisory

Industry

Accounting

Description

Make an impact with our Family Office Services team as a Senior Analyst. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior Analyst, you’ll be supporting various financial planning and analysis processes for high net worth and ultra-high net worth families, business owners, and professionals. 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. Responsibilities * Preparation of financial plans and strategies for High Net Worth (HNW) clients * Working with professionals across service lines to coordinate on projects; communicate information and deliver reports as required * Assisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systems Skills and Experience * Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory * 2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below: * Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague * Meeting with clients to deliver financial planning advice * Sale of financial products and services such as life insurance or mutual funds * Accounting-related work experience * Strong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft Word * Experience with financial planning software (e.g. Naviplan, WealthPath, Planworth or equivalent) is preferred * Strong written and verbal communication skills * Attention to details and a willingness to work independently * Strong time management skills and able to work across multiple projects concurrently MyRewards@MNP With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more! The annual salary range for this position is: CA$75,000 - $95,000. Compensation is determined based on individual skills and relevant experience. Diversity@MNP We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply! Future/Current Opportunity: Current #LI-Hybrid

Responsibilities

The Senior Analyst will prepare financial plans and strategies for high net worth clients while coordinating with cross-functional teams. They are also responsible for assisting in process improvement exercises and maintaining project deliverables and templates.