11 Emplois pour Family Services - Canada
Senior Associate, Family Office Services
Toronto, Ontario
MNP
Aujourd'hui
Emploi consulté
Description De L'emploi
Job Details Description Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.
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 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 Skills and Experience Holds CFP® (Certified Financial Planner) credential
5-10+ years of experience in a financial planning-focused 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
Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.
Strong written and verbal communication skills
Strong quantitative and analytical skills
Meticulous attention to detail and a willingness to work independently
Strong time management skills and able to work across multiple projects simultaneously
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 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 Skills and Experience Holds CFP® (Certified Financial Planner) credential
5-10+ years of experience in a financial planning-focused 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
Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.
Strong written and verbal communication skills
Strong quantitative and analytical skills
Meticulous attention to detail and a willingness to work independently
Strong time management skills and able to work across multiple projects simultaneously
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Fredericton Social Worker 1 (SW01) PCN 1151606
Fredericton, New Brunswick
Horizon Health Network
Aujourd'hui
Emploi consulté
Description De L'emploi
JOB PURPOSEThe Social Worker - Addictions and Mental Health, is responsible for working within an interdisciplinary team to provide a full range of social work services to clients, their families and communities.QUALIFICATIONSUniversity degree in Social Work.Must be registered and a member in good standing with the New Brunswick Association of Social Workers.Experience would be an assetAbility to attend work on a regular basis.Ability to perform the duties of the position.Good work record.**A Resume (C.V.) is required as part of the application**KEY RESPONSIBILITIESThe Social Worker - Addictions and Mental Health is responsible for:Assessing clients and developing and implementing treatment plansDeveloping and facilitating therapeutic interventions for individuals and groupsCoordinating services and advocating for clientsProviding emergency/crisis intervention/stabilization servicesParticipating in interdisciplinary care planningMaintaining clinical records and documentationBuilding relationships with critical stakeholders in government and the communityResponding to community needs (including schools and other populations/groups) and participating in capacity building initiatives COMPETENCIES IDENTIFIED BY HORIZON HEALTH NETWORK:CommunicationFlexibilityGroup FacilitationInterpersonal RelationsMentorshipPatient/Client FocusProblem SolvingTeamwork and CollaborationInterested? Apply Today!Horizon Health Network (Horizon) only accepts on-line applications.About Horizon’s Recruitment ProcessWe thank all applicant who apply; however, only those selected for further consideration will be contacted. All interested applicants are encouraged to apply as an equivalent combination of education, training and experience may be considered.Horizon’s recruitment screening process may include language proficiency testing, clerical testing and/or behavioral assessment. If you are selected for testing, you will be contacted via the email address provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring purposes.Diversity StatementHorizon is committed to enhancing our diverse and inclusive environment for our employees and patients. We believe in a healthcare system that equally supports all people regardless of race, ethnicity, national origin, social background, religion, gender identity or expression, age, disability, or sexual orientation. An environment based on a commitment to diversity and inclusion supports our goal of safe and quality patient care.
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