Location
brandon, mb, Canada
Posted
July 13, 2026
Job Description
Make a significant impact as a Financial Planning Associate at MNP, supporting the Family Office Services team in Canada. Engage with high net worth clients to deliver insightful financial analyses and strategies.
As an Associate with MNP’s Family Office Services team, you’ll collaborate with a multi-disciplinary group to assist clients in navigating their wealth evolution. You will facilitate financial planning, report preparation, and support related analysis for high net worth families and business owners. This role requires interaction with multiple service professionals and a keen eye for process improvements.
Key Responsibilities:
• Prepare financial plans and analyses for high net worth clients
• Communicate insights effectively across service lines
• Aid in updating deliverables and improving processes
Requirements:
• Holds CFP® certification
• 3-5+ years in financial planning for business owners
• Profi...
As an Associate with MNP’s Family Office Services team, you’ll collaborate with a multi-disciplinary group to assist clients in navigating their wealth evolution. You will facilitate financial planning, report preparation, and support related analysis for high net worth families and business owners. This role requires interaction with multiple service professionals and a keen eye for process improvements.
Key Responsibilities:
• Prepare financial plans and analyses for high net worth clients
• Communicate insights effectively across service lines
• Aid in updating deliverables and improving processes
Requirements:
• Holds CFP® certification
• 3-5+ years in financial planning for business owners
• Profi...