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Estate Planning Specialist
Vancouver, Greater Vancouver
On-site
Full-time
No salary posted2 days agoJob Overview
Job Description Job Description COMPANY OVERVIEW We’re a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly…
What you'll do
- Develop estate planning strategies for high-net-worth clients
- Provide professional estate planning advice and solutions
- Build and maintain client relationships
- Collaborate with investment and capital markets teams
- Ensure compliance with regulatory requirements
- Deliver superior client service aligned with firm values
What you'll need
- Professional designation or credentials in estate planning (preferred)
- Experience in private client services
- Knowledge of Canadian tax and estate laws
- Strong client service orientation
- Ability to work in a team-based environment
About the Company
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