Location
victoria, capital regional district, Canada
Posted
July 10, 2026
Job Description
Join the MNP Family Office Services team as an Associate. Help high net worth clients navigate their financial goals while working collaboratively with diverse professionals.
You will support financial planning processes and analysis for high net worth and ultra-high net worth families at MNP. This role involves preparing comprehensive financial plans and relevant analyses, along with reports and presentations, and fostering communication across various service lines. Your contribution will facilitate enhanced service delivery and operational efficiency.
Key Responsibilities:
• Develop financial plans and analyses for HNW clients
• Collaborate with Analysts for preparation of reports
• Communicate pertinent information across service lines
• Enhance and maintain deliverables and processes regularly
• Support continuous improvement initiatives
Requirements:
• 3-5+ years of experience in financial planning
• Familiarity with financial planning software like ...
You will support financial planning processes and analysis for high net worth and ultra-high net worth families at MNP. This role involves preparing comprehensive financial plans and relevant analyses, along with reports and presentations, and fostering communication across various service lines. Your contribution will facilitate enhanced service delivery and operational efficiency.
Key Responsibilities:
• Develop financial plans and analyses for HNW clients
• Collaborate with Analysts for preparation of reports
• Communicate pertinent information across service lines
• Enhance and maintain deliverables and processes regularly
• Support continuous improvement initiatives
Requirements:
• 3-5+ years of experience in financial planning
• Familiarity with financial planning software like ...