Analyst, Family Office Services

Make an impact with our Family Office Services team as an 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 an 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

• Supporting the Family Office Services team’s work on various client engagements, including data collection and organization, development of financial planning models, and the preparation of reports, analysis, and presentations.
• 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 CFP/PFP 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 another team members.
• 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 simultaneously.
  
  

MyRewards@MNP

More than a paycheque, MNP is proud to offer customized rewards for our team members. With a focus on health and wealth, we provide an extensive list of benefits that support our unique culture and foster work-life integration.

Our MyRewards@MNP program offers benefits that allow you to thrive at work and outside of the office. Be rewarded with generous paid time off, firm sponsored social events, bonus program eligibility, exclusive access to perks and discounts, learning opportunities through MNP University, a flexible ‘Dress For Your Day’ environment and more!

The annual salary range for this position is: $75,000 - $85,000. Compensation is determined based on individual skills and relevant experience.