Location
calgary
Posted
June 05, 2026
Commute
Local Area
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Job Description
Become a Senior Analyst with MNP's Family Office Services and make a difference in high net worth financial planning. Work with diverse professionals to achieve client goals.
As a Senior Analyst, you'll play a critical role in MNP's Family Office Services, assisting clients in navigating their wealth transitions. Your focus will be on preparing financial plans tailored to high net worth individuals, working alongside a multi-disciplinary team to enhance service delivery. You will also be involved in improving processes and maintaining organized systems for client deliverables.
Key Responsibilities:
β’ Develop financial strategies for high net worth clients
β’ Coordinate projects with various professionals
β’ Maintain and improve deliverable templates and systems
Requirements:
β’ CFP curriculum completed or in progress
β’ 2-4 years of relevant personal finance experience
β’ Familiarity with financial planning software ...
As a Senior Analyst, you'll play a critical role in MNP's Family Office Services, assisting clients in navigating their wealth transitions. Your focus will be on preparing financial plans tailored to high net worth individuals, working alongside a multi-disciplinary team to enhance service delivery. You will also be involved in improving processes and maintaining organized systems for client deliverables.
Key Responsibilities:
β’ Develop financial strategies for high net worth clients
β’ Coordinate projects with various professionals
β’ Maintain and improve deliverable templates and systems
Requirements:
β’ CFP curriculum completed or in progress
β’ 2-4 years of relevant personal finance experience
β’ Familiarity with financial planning software ...