Senior Financial Planner

Position: Senior Financial Planner at Chronicle Wealth
Elevate your career as a Senior Financial Planner with Chronicle Wealth in Canada. This role focuses on creating detailed financial plans and supporting complex advisor-client relationships.

In this senior role, you will report directly to the VP, Planning & Wealth Strategy. Your responsibilities include preparing comprehensive plans, developing scenarios, and providing analytical support to advisors. This position is perfect for experienced planners who excel in managing complex financial situations with precision and strategic insight.

Key Responsibilities:

• Prepare detailed financial plans for high-net-worth clients

• Develop actionable planning scenarios and recommendations

• Collaborate with advisors on planning scope and reviews

• Guide team members by reviewing inputs and providing feedback

• Coordinate with external professionals for effective planning

Requirements:

• 5+ years in financial planning with high-net-worth clients

• Experience utilizing Canadian financial planning software

• Strong knowledge of Canadian tax and estate concepts

• Excellent written communication and analytical skills

• Advanced designation CPA, TEP, or similar preferred

Contribute your expertise and passion for financial planning to help families thrive at Chronicle Wealth.
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