Job Description
Make a significant impact as a Senior Associate in Family Office Services with MNP. This role is dedicated to creating financial strategies for high net worth and ultra-high net worth clients.
As a part of a multidisciplinary team, you will prepare and present detailed financial plans, collaborating with analysts and associates. Your 5-10+ years of experience, alongside your CFP® credential, will be pivotal in guiding business owners towards achieving their financial goals. A strong command of Microsoft Excel combined with excellent communication skills will help you thrive in this dynamic environment.
Key Responsibilities:
• Create and present financial plans for clients
• Collaborate with service line professionals for effective planning
• Enhance process improvement initiatives and deliverables
Requirements:
• Must hold a CFP® credential
• 5-10+ years of financial planning experience
• Proficient in Excel and...
As a part of a multidisciplinary team, you will prepare and present detailed financial plans, collaborating with analysts and associates. Your 5-10+ years of experience, alongside your CFP® credential, will be pivotal in guiding business owners towards achieving their financial goals. A strong command of Microsoft Excel combined with excellent communication skills will help you thrive in this dynamic environment.
Key Responsibilities:
• Create and present financial plans for clients
• Collaborate with service line professionals for effective planning
• Enhance process improvement initiatives and deliverables
Requirements:
• Must hold a CFP® credential
• 5-10+ years of financial planning experience
• Proficient in Excel and...
Job Details
- Location brandon, mb
- Job Type Full-time
- Category Management & Operations
- Posted Date June 06, 2026
- Application Deadline July 16, 2026