Associate/Senior Associate - Family Office POST NUMBER: 307041

About the Company

Our client is in the professional services industry. They are looking for a Senior Associate who will be responsible for devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.

This company provides business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Why Work Here

• Opportunity to join a rapidly expanding practice within a leading Canadian professional services firm
• Entrepreneurial and collaborative culture with accessible leadership, including senior partners and executive leadership
• Broad, hands-on exposure across financial modelling, tax, estate planning, insurance, remuneration, debt, and wealth strategy
• Technical, fee-for-service environment without sales targets, commissions, or pressure to sell investment products
• Less siloed than a traditional large-firm environment, giving employees exposure to the full financial planning process
• Clear opportunity to develop into a trusted, client-facing financial planning specialist
• Potential long-term partner track as the practice continues to grow
• MNP has grown from approximately 7,000 to more than 10,000 employees over the past four and a half years
• Strong environment for candidates genuinely invested in technical development and career growth

About the Opportunity

• Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
• Working with professionals across service lines to communicate relevant information and deliver reports as required
• Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to date

About You

• Holds CFP® (Certified Financial Planner) credential
• 5-10 years of experience providing financial planning to business owner clients in a role that involves one or more of the below:
• Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create financial plans that were expected to be presented to clients by you or other team members.
• Meeting with clients to deliver financial planning advice
• Knowledge of financial products and services such as life insurance or mutual funds.
• Accounting-related work experience

Salary Range

$135,000 - $165,000/year 

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.  

When referencing this job, quote #307041

This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.