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 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 VP, Planning & Wealth Strategy to help develop and refine the Chronicle Financial Plan, including written plan standards, planning templates, software workflows, scenario modelling, assumptions, documentation practices, and client-facing deliverables. It suits an experienced planner who enjoys working through complex situations with care, judgment, and a continuous-improvement mindset.

Your Responsibilities: Prepare comprehensive written financial plans for high-net-worth individuals, families, business owners, incorporated professionals, and complex households, covering retirement, cash flow, tax, estate, insurance, decumulation, corporate, and intergenerational planning areas. Develop planning scenarios, projections, and recommendations using Chronicle's approved standards and software, translating complex analysis into clear, practical, client-ready written output. Work with advisors and associates to clarify planning scope, coordinate inputs, and support advisor review and client discussions. Support advisors with technical planning questions and strategy; review planning inputs prepared by associates, provide coaching and feedback, and, as the planning team grows over time, contribute to the technical development of future planners or paraplanners. Coordinate with external accountants, lawyers, insurance specialists, and other professional advisors on implementation-oriented planning matters. Contribute to the development and ongoing improvement of Chronicle's written plan format, templates, modelling tools, software workflows, assumptions, service tiers, and quality-assurance practices, with particular focus on optimizing Conquest and related tools. Maintain planning files, assumptions, documentation trails, and CRM records in a manner that supports quality, continuity, and compliance. Stay current on relevant Canadian tax, retirement, estate, insurance, financial planning, and regulatory developments. Use approved planning technology and AI tools responsibly to support research, drafting, analysis, workflow efficiency, and quality control, while applying professional judgment at all times.

Experience and Qualifications: CFP certification in good standing. Advanced designation or specialized training: CPA, TEP, CLU, or CPA Canada In-Depth Tax Program considered an asset. 5+ years of financial planning experience, preferably including experience with high-net-worth families, business owners, incorporated professionals, or complex households. Demonstrated experience preparing comprehensive written financial plans, not only projections or presentation materials. Experience using Canadian financial planning software. Conquest experience is strongly preferred. Strong working knowledge of Canadian tax concepts relevant to financial planning, including registered plans, capital gains, corporate-owned investments, shareholder compensation, trusts, estate planning, and tax-efficient decumulation. Strong technical knowledge across core planning areas, including retirement, cash flow, tax, estate, insurance, registered plans, corporate structures, and decumulation planning. Strong written communication skills, with the ability to turn detailed analysis into clear, practical, client-ready recommendations. Prior experience using AI tools in a financial planning context for research, drafting, workflow support, or quality review is an asset. Strong Excel skills and comfort working with planning models, assumptions, and scenario analysis. Sound professional judgment, discretion, and ability to manage multiple files with quality and follow-through.

Your Growth Path: As the firm grows and the planning function deepens, there is a clear path to progress to more senior roles with corresponding responsibility for planning strategy, quality standards, and team leadership.