Boutique Wealth Planner — Family Office Advisory

Zohorecruit; Guelph; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

On-site parking

Medical benefits

Dental benefits

Long-term disability

Professional development

Team events

Job summary

Sana Family Office in Surrey and Abbotsford, BC, seeks an experienced Financial Planner to focus on client advisory rather than traditional sales. Reporting to the Senior Wealth Advisor, you will manage a segment of client families, understand their goals, risk tolerance and business priorities, and develop financial strategies and portfolio recommendations.

This hands-on role emphasizes long-term relationships, collaboration with professionals, compliance, and active client reporting.

Qualifications

• Minimum five years of client-facing financial advisory experience.
• Strong financial literacy and ability to create comprehensive financial plans.
• Experience with investments, portfolio construction and wealth-management principles.

Responsibilities

• Serve as the primary advisor for a portfolio of client families and as secondary advisor on other client relationships.
• Develop a deep understanding of clients' financial goals, risk tolerance and investment objectives.
• Create comprehensive personal and business financial plans, wealth strategies and recommendations.
• Build and implement appropriate portfolio recommendations.
• Provide ongoing account oversight and reporting, adjusting plans as circumstances evolve.

Skills

Financial planning

Client relationship management

Communication

Attention to detail

Team collaboration

Tools

Microsoft Office

Job description

Sana Family Office in Surrey and Abbotsford, BC, seeks an experienced Financial Planner to focus on client advisory rather than traditional sales. Reporting to the Senior Wealth Advisor, you will manage a segment of client families, understand their goals, risk tolerance and business priorities, and develop financial strategies and portfolio recommendations.

This hands-on role emphasizes long-term relationships, collaboration with professionals, compliance, and active client reporting.