Job Description

Job Title:

AI Integration Project Manager

Company:

Latitude West Financial

Location:

Vancouver, BC (Lower Mainland residence required)

Job Type:

Part-time Contract (with strong potential for full-time conversion)

Salary:

Based on Experience

About Us:

Latitude West Financial is an established financial planning firm in Vancouver that's expanding into consulting services in the financial industry. Our expert advisors have earned recognition including the Outstanding Educator Award and top 1% rankings in the industry, specializing in integrated stock and real estate investment strategies. We're expanding our operational capabilities to better support fellow financial advisors in Canada. We need an experienced project management professional to lead initiatives that optimize advisor workflows, enhance client service delivery, and drive practice growth across organizations using AI integration.

The Opportunity:

We are seeking a dynamic, results-oriented, and client-focusedProject Manager to spearhead the integration of Artificial Intelligence (AI) solutions into financial advisory practices. This role will start on a part-time contractual basis, with the clear potential to transition into a full-time position for the right candidate.

This is a unique opportunity to lead transformative projects from end-to-end, initially focusing on internal systems and workflows, with an exciting pathway to managing similar integrations for our clients. You'll work closely with our dedicated AI specialist and internal teams to implement AI-powered workflows, chatbots, marketing automation, and integrate tools like Calendy and other specialized financial AI applications such as Jump, FP Alpha, Advisory Ai, Tendi. Your success will be measured by seamless implementations, strong stakeholder collaboration, and tangible improvements in efficiency and client engagement. This role requires in-person collaboration with our team and clients, necessitating a local presence in the Lower Mainland of Vancouver and flexibility for travel within the region.

Key Responsibilities:

Lead Internal AI Integration:

Project manage the end-to-end in-person implementation of AI tools and solutions into our core financial practice, including: Optimizing internal workflows with AI. Integrating chatbots for client communication and internal support. Leveraging AI for enhanced marketing strategies. Seamless integration of client experience and financial AI tools

Project Management Excellence:

Develop and manage comprehensive project plans, timelines, budgets, and resources to ensure successful, on-time, and within-scope project delivery.

Cross-Functional Collaboration:

Work closely with our internal AI specialist, financial advisors, and our operations team.

Communications:

Effectively communicate project status, risks, and changes to all stakeholders, including senior management. Possibly onboard new clients.

Client Project Management (Future):

Upon successful internal integration, transition to managing AI integration projects directly with our financial advisory clients, guiding them through their own digital transformation journeys. This will involve on-site meetings, presentations and on-going consulting.

Problem-Solving:

Proactively identify potential client issues and implement effective solutions to keep projects on track.

Presentations:

Develop and deliver clear, compelling presentations to diverse audiences, including internal teams and external clients, on project progress, proposed solutions, and strategic recommendations.

Who You Are (Ideally):

An Experienced Project Manager:

3+ years of progressive experience in technology project management, with a strong emphasis on system integration and implementation.

Tech-Savvy Integrator:

Proven ability to integrate various software platforms and digital tools. Experience with CRM, marketing automation, or financial technology is a significant advantage.

Exceptional Communicator & Presenter:

Superior verbal and written communication skills with the ability to articulate complex technical concepts to non-technical audiences. Demonstrated ability to create and deliver impactful presentations.

Must be fluent in English and proficient in communication for North American business practices.

Relationship Builder:

Demonstrated ability to build strong rapport, influence stakeholders, and manage expectations, even in challenging situations.

Results-Driven & Organized:

Highly organized, detail-oriented, and focused on delivering tangible outcomes.

Proactive & Autonomous:

A self-starter who can take initiative, identify needs, and drive projects forward with minimal supervision.

Adaptable:

Comfortable working in a fast-paced, evolving environment and embracing new technologies.

Local & Flexible:

Must reside in the

Lower Mainland of Vancouver, BC

, and possess reliable transportation to travel for in-person client and team meetings. Travel outside the Lower Mainland might be needed in the future.

Ideal Qualifications:

Project Management experience, Information Technology, or a related field. PMP or other relevant project management certifications (e.g., CSM, CAPM) an asset. Demonstrable experience managing technology implementation projects from conception to completion. Experience in the financial services sector or a highly regulated industry is an asset. Familiarity with AI concepts, chatbots, or machine learning tools is a plus, but not required as an AI specialist will support.

Why Join Us?

This is an incredible opportunity to be at the forefront of AI adoption in the financial advisory space. You'll have the autonomy to drive significant change and see the direct impact of your work on our practice and eventually, our clients. We offer a collaborative environment, opportunities for professional growth, and the

potential to transition into a rewarding full-time role

based on performance and fit.

To Apply:

Please submit a video of yourself, as well as your resume, a cover letter outlining your relevant project management, technology integration, presentation skills, and confirmation of your

Lower Mainland residence and travel flexibility

, as well as your proficiency in English business communication. The video should be no longer than 2-3 minutes, and briefly addresses: Your past roles and career goals. Then drawing on your previous experience in project management, describe a specific unforeseen technical challenge that emerged during the integration of a new technology, how it was addressed by yourself, and the resulting outcome.

Job Type: Part-time
Contract length: 12 months

Pay: $20.00-$35.00 per hour

Expected hours: 10 - 25 per week

Benefits:

Flexible schedule
Schedule:

Monday to Friday
Work Location: Hybrid remote in Vancouver, BC V6E 4E6