Manager, Family Office Services – MNP

Job Title: Manager, Family Office Services

Location: Vancouver, BC

Job Description: Description :Inspirational, innovative and entrepreneurial – this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Family Office Services team as a Manager. This diverse team of professionals thrives on identifying clients’ unique personal and professional needs within a rapidly evolving financial reporting landscape. As a trusted advisor, you’ll provide strategic planning, wealth reporting and governance expertise for families and businesses.MNP is proudly Canadian. Providing 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.Responsibilities

• Representing and growing the Family Office Services brand within the firm with a focus on delivering a world class experience in all facets of the process, from internal business development to the ultimate delivery of client engagements.
• Provide sophisticated financial planning advice to clients following a comprehensive financial planning framework
• Identify complex financial planning needs, and solutions for clients by considering the client’s wealth, life goals and other objectives
• Perform in-depth analyses on specific aspects of financial planning including estate planning, philanthropy, investments, insurance and business succession
• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
• Assist in the development of articles, marketing materials and other documents
• Coordinate client and family meetings including preparing reports, detailed agendas and post-meeting summaries
• Lead the preparation of consolidated reporting of family net worth including reporting of wealth over all investment portfolios
• Assist in the development of family governance plans and policies
• Liaise directly with clients, their legal advisors, investment managers and other outside professionals, as needed
• Maintain flexibility to travel within Ontario (primarily within the GTA) and occasionally within Canada

Skills and Experience

• Bachelor’s degree in business (accounting or finance major is preferred)
• CFP designation
• CIM, CFA or a CPA designation is considered an asset
• 6+ years of industry experience working with complex high net worth families
• Strong working knowledge of trust, estate planning, tax planning, insurance and complex planning
• Strong proficiency in with financial planning software (i.e. Planworth, Naviplan, WealthPath, or equivalent), Morningstar Direct or equivalent, Microsoft Excel, Microsoft Powerpoint, Microsoft Word
• Strong verbal communication and presentation skills
• Highly skilled relationship builder and manager
• Strong sales skills with a proven track record of delivering successful results for clients and their organization.
• Strong time management skills and able to work across multiple projects concurrently.
• Proactive, self-motivated, and entrepreneurial with an eagerness to learn and expand skillsets.

MyRewards@MNPWith a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!Diversity@MNPWe embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!

Company Name: MNP

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