Chronicle Wealth seeks a Senior Financial Planner to deliver high-quality financial strategies for Canadian families. This role focuses on crafting thorough plans and supporting advisors.
You will report to the VP, Planning & Wealth Strategy, offering technical insights and developing comprehensive financial plans. Ideal candidates enjoy tackling complex planning scenarios while working towards continuous improvement and excellence in service delivery.
Key Responsibilities:
• Develop financial plans for high-net-worth individuals and families
• Analyze data and create clear written outputs for clients
• Assist advisors in understanding planning scope and inputs
• Provide training and support to junior planners
• Collaborate with external experts for integrated advice
Requirements:
• Minimum of 5 years’ experience in financial planning
• Strong understanding of Canadian tax and planning software
• Exceptional writing and analytical skills required
• E...