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Senior Associate Family Office Planning

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Mnp Llp
πŸ“ halifax, Canada
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Location halifax
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Posted June 06, 2026
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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...

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πŸ“ Location Details

πŸŒ†
City
halifax
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Country
Canada
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Commute
Local Area

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