Job Description
Drive success in financial planning with MNP as a Senior Associate in Family Office Services. Work on sophisticated strategies for high net worth clients in Ottawa or Toronto.
In this key role, you will leverage your CFP® credential and extensive experience of 5-10+ years in financial planning. Collaborating with cross-functional teams, you will prepare and present comprehensive financial plans while ensuring timely communication with clients. Focus on delivering high-quality service and optimizing processes within the Family Office Services team.
Key Responsibilities:
• Develop and present financial strategies for HNW clients
• Collaborate with professionals to share relevant financial insights
• Update templates and ensure processes remain current
• Assist in ongoing improvements of service delivery
• Provide analytical support across projects
Requirements:
• Must hold a CFP® credential
• 5-10+ years’ relevant financial planning experience
• Advanced ...
In this key role, you will leverage your CFP® credential and extensive experience of 5-10+ years in financial planning. Collaborating with cross-functional teams, you will prepare and present comprehensive financial plans while ensuring timely communication with clients. Focus on delivering high-quality service and optimizing processes within the Family Office Services team.
Key Responsibilities:
• Develop and present financial strategies for HNW clients
• Collaborate with professionals to share relevant financial insights
• Update templates and ensure processes remain current
• Assist in ongoing improvements of service delivery
• Provide analytical support across projects
Requirements:
• Must hold a CFP® credential
• 5-10+ years’ relevant financial planning experience
• Advanced ...
Job Details
- Location toronto, on
- Job Type Full-time
- Category Other-General
- Posted Date June 10, 2026
- Application Deadline July 20, 2026