Financial Planning Associate MNP

Mnp · vancouver, metro vancouver regional district, Canada

Location
vancouver
Job Type
Full-time
Posted
July 13, 2026

Job Description

Enhance your career with MNP as an Associate in Family Office Services. Offer strategic financial planning for high net worth clients in a collaborative environment.

Join the dynamic MNP Family Office Services team as an Associate. You will play a pivotal role in preparing financial plans and analyses for high net worth and ultra-high net worth families. Your expertise will support professionals in communicating relevant information while driving process improvements for optimal client service.

Key Responsibilities:
• Prepare financial plans and analyses for HNW clients
• Collaborate across service lines for effective reporting
• Support continuous improvement of financial processes

Requirements:
• 3-5+ years in financial planning for business owners
• Proficient in financial software like Naviplan and WealthPath
• Knowledge of financial products like life insurance
• Strong skills in Excel, PowerPoint, an...

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