Job Description
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 utilizin...
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 utilizin...