About Latitude West Financial

Latitude West Financial is a collaborative team of financial advisors and wealth educators dedicated to helping clients establish and protect multi-generational wealth. Beyond comprehensive financial planning and strategic insurance advice, our firm specializes in working with real estate investment clients. We work hand-in-hand with our clients to design and execute highly customized, holistic financial blueprints that align with their long-term objectives and family values.

The Chance

Are you an established financial advisor seeking a sophisticated new career opportunity?

Latitude West Financial is actively growing its estate planning division. We are searching for an accomplished advisor who is ready to transition into a focused, highly impactful role. In this position, you will utilize your advanced technical knowledge to draft, implement, and oversee sophisticated estate and wealth preservation frameworks for our high-net-worth client base.

You will be supported by our dedicated internal operations team to ensure seamless file coordination, client management, and an exceptional standard of ongoing service.

Core Responsibilities

- Strategic Estate & Trust Design: Develop and execute comprehensive estate, trust, and corporate succession frameworks customized for affluent families and business owners.
- Client Acquisition & Relationship Management: Serve as the lead advisor on complex estate planning files, guiding families through high-stakes, sensitive wealth transition conversations with empathy and clarity.
- Professional Alliance Collaboration:



Act as the central coordinator alongside our clients' existing professional networks, including corporate accountants, estate lawyers, and corporate trustees, to ensure flawless plan execution.
- Practice Growth & Innovation: Actively contribute to the strategic development and enhancement of Latitude West Financial's estate planning service offerings.
- Operational Alignment: Collaborate closely with our internal operations team to smoothly transition client files, monitor active cases, and coordinate targeted client outreach.

Required Qualifications & Credentials

Due to the highly technical demands of this role, candidates must actively hold all three of the following professional designations:

- CFP (Certified Financial Planner): Proving a deep mastery of comprehensive, client-centered financial planning.
- CLU (Chartered Life Underwriter): Demonstrating advanced specialization in life insurance, corporate structures, and wealth preservation.
- TEP (Trust and Estate Practitioner): Verifying an elite level of expertise in the legal, tax, and trust administration fields.

Additional Criteria

- A minimum of 2 years of experience in dedicated financial planning, with a proven track record in complex estate, tax, and succession planning.
- Superb communication and presentation skills, with a natural ability to distill intricate tax laws and legal structures into clear, actionable advice.
- A strong professional alignment with a collaborative, team-first workplace culture.

Please note: All inquiries, applications, and conversations will be treated with the utmost confidentiality.

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📌 Senior Estate Planning Advisor (Vancouver)
🏢 Latitude West Financial
📍 Vancouver