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Senior Analyst/Manager, Family Enterprise Consulting

Full Time
18 hours ago
Job Type:Permanent
Reference code:114201
Primary Location:Multiple Locations, Canada
All Available Locations:Alma; Amos; Bas St-Laurent; Brossard; Burlington; Bécancour; Calgary; Chicoutimi; Dolbeau; Drummondville; Edmonton; Farnham; Fredericton; Gatineau; Granby; Grand-Mère; Halifax; Havre-Saint-Pierre; Hawkesbury; Jonquière; Kanata; Kitchener; La Baie; La Sarre; Langley; Laval; London; Markham; Matane; Mississauga; Moncton; Montreal; New Richmond; Niagara; Normandin; Ottawa; Prince Albert; Prince George; Quebec City; Regina; Rimouski; Roberval; Rouyn-Noranda; Saguenay; Saint John; Saint-Hyacinthe; Saskatoon; Sept-Îles; Shawinigan; Sherbrooke; St-Félicien; St. John's; Toronto; Trois-Pistoles; Trois-Rivières; Val D'Or; Vancouver; Vaughan; Victoria; Windsor; Winnipeg

Our Purpose

At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.
By living our Purpose, we will make an impact that matters.
  • Learn from deep subject matter experts through mentoring and on the job coaching
  • Build your leadership skills at Deloitte University.
  • Have many careers in one Firm.
  • Partner with clients to solve their most complex problems
  • Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
  • Experience a firm where wellness matters.

The Family Enterprise Consulting practice is a specialist team within Deloitte dedicated to working with families in business together to help them manage the opportunities and complexities unique to family businesses, particularly complex generational transitions.
We are looking for a process and human centered practitioner to join the team and play an integral role in building the Family Enterprise Consulting practice. Your contribution to the team will center on relationship building, learning, governance, succession planning, conflict resolution, and practice management.

What will your typical day look like?

You will help design custom processes, conversations and presentations aimed to help our HNW/UHNW family clients answer key questions, such as: What is our family ownership vision? What is the purpose of our wealth? How can we develop our next gen leaders? How do we avoid the negative impacts of wealth? What governance structures would help us in our communication and decision making? What practices, policies, and agreements will support family engagement and collaboration?

This role will entail project management on an allocated portfolio of client engagements and key responsibilities in supporting the FEC practice. You will attend and contribute to client meetings, recording and writing up the content and outcomes. You will produce the required materials for meetings and workshops, preparing slide decks and presentations. You will research topics of interest to families as we work to build out our library of resources and materials. You will support clients in the drafting of client documentation, be it reports, family constitutions, action plans and meeting minutes. This role takes a multi-disciplinary approach and you will work to engage other professionals (e.g.: external legal counsel, tax, strategy) in service of our family clients.

About the team

It is a privilege to work with enterprising families and to help them manage the complexities they face as individuals in relationship with others, as a family working together, as owners and future owners making decisions that impact their stakeholders, and as employees and executives managing daily operations. We participate in creating learning environments for our clients that engage family members who range in age from 7 years old to 87 years old. We actively work to integrate the latest research and practices from the fields of psychology, conflict transformation, human centered design, group facilitation, adult education, and the growing field of family enterprise advising to create a meaningful client experience. We embrace humility and welcome vulnerability, realizing that we can learn a tremendous amount as observers and participants in the process.

Enough about us, let's talk about you

You are someone with:
• 3+ years experience in a consulting environment, working with clients in a sensitive nature.
• An undergraduate and/or post graduate degree with some combination of Business / Law / Sociology / Anthropology / Psychology / Political Science / Philosophy would be preferred.
• Interest in the unique issues that face family enterprises.
• Interest and experience in a combination of the following: Family and general systems theory, Anthropology and human-centered design, Organizational psychology or design, Law (shareholders agreements, trusts, family agreements), Mediation or conflict management, Principles of wealth management, Wealth psychology, Strategy consulting, Business governance.
• A strong interest in learning about the multi-disciplinary field of family enterprise advising.
• Advanced computer literacy with Word, Excel and PowerPoint.
• Strong English writing skills.
• Willing to travel nationally.

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.
We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.
You shape how we make impact.
Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be.
Be the leader you want to be
Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.
Have as many careers as you want.
We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.

The next step is yours

At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative .
We encourage you to connect with us at if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you!
By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.
Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.

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