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High Net Worth Senior Analyst at MNP

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Mnp Llp
πŸ“ calgary, Canada
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Location calgary
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Posted June 05, 2026
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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 ...

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πŸ“ Location Details

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City
calgary
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Country
Canada
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Commute
Local Area

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