Location
halifax
Posted
June 06, 2026
Commute
Local Area
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Job Description
Drive financial insights as a Senior Associate with MNP's Family Office Services. This hybrid role emphasizes strategic financial planning for high net worth and ultra-high net worth families.
In this position, you will collaborate with a diverse team to craft comprehensive financial planning strategies tailored to affluent clients. You will be expected to utilize your substantial experience in financial planning to present detailed plans effectively. As a Senior Associate, your ability to work independently and manage multiple projects will be crucial to your success in guiding clients through financial complexity.
Key Responsibilities:
β’ Create financial plans tailored for HNW clients
β’ Work across teams to deliver impactful reports
β’ Drive the update of templates and deliverables
β’ Present financial analysis and strategies to clients
β’ Support and mentor junior team members in their roles
Requirements:
β’ 5-10...
In this position, you will collaborate with a diverse team to craft comprehensive financial planning strategies tailored to affluent clients. You will be expected to utilize your substantial experience in financial planning to present detailed plans effectively. As a Senior Associate, your ability to work independently and manage multiple projects will be crucial to your success in guiding clients through financial complexity.
Key Responsibilities:
β’ Create financial plans tailored for HNW clients
β’ Work across teams to deliver impactful reports
β’ Drive the update of templates and deliverables
β’ Present financial analysis and strategies to clients
β’ Support and mentor junior team members in their roles
Requirements:
β’ 5-10...