Senior Analyst, Family Office Services

Vancouver, BC
$95,000 per year
Permanent
Full-time

2 months ago

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@MNPWith 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@MNPWe 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

MNP

Apply Now