Senior Financial Planner

Chronicle Wealth is an independent wealth management firm that works with successful Canadian families. Our multidisciplinary team delivers integrated investment, insurance, tax, estate, and financial planning advice — simplifying our clients’ financial lives so they can focus on their families, their businesses, and the pursuits that matter most.

Your Role:

Chronicle Wealth is seeking a Senior Financial Planner. Reporting to the VP, Planning & Wealth Strategy, this role will be responsible for preparing comprehensive written financial plans, conducting detailed planning analysis, developing planning scenarios, and supporting advisors on complex client situations. This is a senior technical role within an advisor-led model: advisors lead client relationships while the Senior Financial Planner provides the analytical foundation and written planning work that underpins high-quality advice.

The Senior Financial Planner will work closely with the...