Latitude West Financial is seeking a Senior Advisor specializing in estate planning. Utilize your financial expertise to develop impactful estate frameworks for high-net-worth clients. Collaborate effectively with a supportive operations team.In this influential role, you will focus on designing sophisticated estate and trust plans while managing significant relationship dynamics. Your expertise will guide affluent families with clarity through complex conversations about wealth transition.



This position invites you to enhance Latitude West Financial's estate planning offerings while driving practice growth.Key Responsibilities:Design comprehensive estate and trust frameworks for familiesLead discussions on complex estate planning mattersCollaborate with clients' skilled advisors directlyInnovate in the development of estate planning servicesCoordinate client file transitions with internal operationsRequirements:Must hold CFP, CLU, and TEP certificationsAt least 2 years in estate and financial planningTrack record in complex estate and tax scenariosStrong communication skills for client engagementCommitment to a team-oriented cultureShape the future of estate planning by leveraging your expertise and enhancing client experiences at Latitude West Financial.#J-18808-Ljbffr

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