Chronicle Wealth

Verified Job Source

Independent wealth counsel. Integrated planning. Intentional outcomes.

Toronto, Ontario

11–50 people

About

Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals. Our multidisciplinary team delivers integrated investment management, tax and estate planning, and financial planning services—designed to simplify complexity and support long-term goals. We help our clients grow, preserve, and transition wealth with intention—so they can focus on what matters most: their families, their businesses, and their legacy.

Open positions

Senior Financial Planner

On-site

Who is Chronicle Wealth? 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 pla…