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MNP Senior Associate Wealth Management

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MNP
πŸ“ hamilton, Canada
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Location hamilton
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Posted June 01, 2026
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Commute Local Area
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Job Description

Become a Senior Associate with MNP's Family Office Services, specializing in delivering financial planning to high net worth clients. Utilize your skills in strategy development and wealth analysis in a collaborative environment across Canada’s top accounting firm.

In this position, you will prepare detailed financial plans tailored for families, business owners, and professionals at different wealth stages. Your expertise will contribute to understanding client objectives while enhancing financial strategies through efficient collaboration with service teams. You will ensure timely improvements and accurate deliverables in financial processes.

Key Responsibilities:
β€’ Create and present comprehensive financial strategies for HNW clients
β€’ Collaborate cross-functionally to generate impactful reports
β€’ Ensure that templates and processes remain current and effective

Requirements:
β€’ CFP certification mandatory
β€’ 5-10+ ye...

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πŸ“ Location Details

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City
hamilton
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Country
Canada
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Commute
Local Area

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