Licensed Wealth Management Administrator

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

Benefits offered by this job

Bonus structure

Medical benefits

Dental benefits

Long-term disability

Professional development

Mentorship

Team events

On-site parking

Business casual

Job summary

Sana Family Office, a boutique wealth management practice within CI Assante Wealth Management, is seeking an experienced Financial Planner to join its Surrey and Abbotsford team. You will focus on genuine client advisory, developing tailored financial plans and implementing recommendations.

Reporting to the Senior Wealth Advisor, you will work closely with clients to understand goals, risk tolerance and time horizons, coordinating with accountants and lawyers as needed, and weaving planning into

Qualifications

• Minimum five years of client-facing financial advisory experience.
• Strong financial literacy and ability to create comprehensive plans.
• Deep understanding of investments, portfolio construction, wealth management.
• Experience with modern financial planning software.
• Excellent verbal and written communication.
• Ability to build long-term client relationships.
• Highly accurate, organized, detail-oriented.
• Self-motivated with ownership of client needs.
• Proficient in Microsoft Office.
• Ability to work independently and in a team.
• Valid driver's licence and own vehicle for Surrey/Abbotsford offices.

Responsibilities

• Serve as primary advisor for a portfolio of client families.
• Understand clients' financial goals, risk tolerance, and priorities.
• Develop personal and business financial plans and wealth strategies.
• Build and implement portfolio recommendations.
• Provide ongoing client oversight, reporting, and adjustments.
• Collaborate with senior advisors and professional staff.
• Coordinate with clients' accountants and lawyers.
• Ensure client records, regulatory compliance, and tax processes.
• Support client events and continuing education.
• Maintain current industry knowledge.
• Contribute to a collaborative team environment.
• Travel between Surrey and Abbotsford offices.

Skills

Client advisory

Wealth management

Financial planning

Investment management

Relationship building

Regulatory compliance

Microsoft Office

Communication skills

Tools

Microsoft Office

Wealth management software

Job description

destinationone Consulting | Direct Placement

Surrey East, Canada | Posted on 09/26/2026

destinationone Consulting has been retained by Sana Advisory Group , in partnership with CI Assante Wealth Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management team in Surrey and Abbotsford, British Columbia.

About the Organization

Sana Family Office is a boutique wealth management practice that has been serving affluent individuals, families and business owners for more than 30 years.

The firm provides highly personalized financial guidance across wealth management and family office services, helping clients navigate both their personal and business financial lives. Its approach brings together financial planning, investment management, risk management and long-term wealth strategies through trusted, enduring client relationships.

Operating within the CI Assante Wealth Management platform, one of Canada’s leading wealth management firms, Sana Family Office combines the personalized approach of a boutique practice with the resources, infrastructure and regulatory framework of a nationally recognized organization.

The team is collaborative, relationship driven and deeply committed to doing excellent work for the right clients.

The Opportunity

This is an opportunity for an experienced Financial Planner who wants to spend more time genuinely advising clients and less time operating within a traditional sales or product-driven environment.

Reporting to the Senior Wealth Advisor, you will take primary advisory responsibility for a segment of client families while supporting other relationships across the practice.

You will work closely with clients to understand their financial circumstances, goals, investment objectives, risk tolerance and broader personal and business priorities. From there, you will develop meaningful financial strategies, build and implement portfolio recommendations and remain actively involved as those plans evolve.

This is a hands-on advisory role for someone who values long‑term relationships, thoughtful planning and seeing financial recommendations through to implementation.

Key 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' personal and business circumstances, financial goals, risk tolerance, risk capacity and investment objectives
• Create comprehensive personal and business financial plans, wealth strategies and recommendations
• Build and implement appropriate portfolio recommendations
• Guide clients through financial plans and help translate recommendations into meaningful action
• Provide ongoing account oversight, client follow-up and reporting, recommending adjustments as circumstances evolve
• Work with financial planning software and internal resources to develop comprehensive client strategies
• Collaborate closely with senior advisors, other financial professionals and administrative team members
• Coordinate with clients' accountants, lawyers and other professional advisors as required
• Support accurate client record keeping, regulatory compliance, reporting and tax-related processes
• Participate in client appreciation events, educational workshops and seminars
• Maintain current industry knowledge through continuing education and professional development
• Contribute to a collaborative, solutions-focused and continuously improving team environment
  

Requirements

• Minimum five years of experience in a client-facing financial advisory or financial planning role
• Strong financial literacy and demonstrated experience creating comprehensive financial plans and strategies
• Strong understanding of investments, portfolio construction, financial planning principles and wealth management
• Experience using modern financial planning software and related wealth management technology
• Exceptional verbal, written and interpersonal communication skills
• Strong ability to build trust and long-term relationships with clients
• High degree of accuracy, organization and attention to detail
• Strong judgment and ability to make thoughtful, well-reasoned decisions
• Self-motivated and comfortable taking ownership of client needs and responsibilities
• Proficiency with Microsoft Office and related business systems
• Ability to work effectively both independently and as part of a closely integrated team
• A valid driver's licence and personal vehicle, as regular time will be spent at both the Surrey and Abbotsford offices

What Will Make You Stand Out

An insurance licence, combined with experience developing and implementing insurance and risk‑management solutions, would be a strong asset.

The successful candidate will also bring a combination of personal accountability, initiative, sound decision‑making and genuine curiosity. You should be comfortable building meaningful relationships with clients while remaining practical, organized and consistent in the execution of their financial strategies.

Who This Opportunity May Appeal To

This role may be particularly attractive to an experienced Financial Planner or Wealth Advisor currently working within a bank, credit union, investment firm or traditional financial institution who wants a different kind of advisory environment.

You may be looking for an opportunity where:

• Client relationships are valued beyond sales quotas and product targets
• You have enough capacity to understand clients and serve them properly
• Financial plans are actively implemented rather than simply produced
• Advice can consider the client's broader personal, family and business circumstances
• Long‑term relationships and quality of advice matter more than transaction volume
• You can continue developing professionally alongside an experienced advisory team

Sana believes in growth, but believes that growth should come from doing excellent work for the right clients.

Compensation and Benefits

• Annual compensation of $80,000 to $120,000, commensurate with experience
• Bonus structure
• Medical, dental and long‑term disability benefits
• Employer‑supported professional development and continuing education
• Mentorship and ongoing professional growth
• Opportunities for both personal and career development
• Team events and appreciation activities
• On‑site parking at both office locations
• Business casual work environment

This is an in‑office position, with time spent at both Sana Family Office locations in Surrey and Abbotsford.

Regular hours are Monday through Friday, 9:00 a.m. to 5:00 p.m., with flexibility when required to support clients and the practice.

The team works with clients both in person and virtually.

You will be joining a close‑knit, highly productive wealth management and family office team that takes its client responsibilities seriously while maintaining a personable and supportive working environment.

The culture values curiosity, continuous learning, personal accountability and mutual respect. Team members work hard, support one another and share a commitment to providing thoughtful, proactive and personalized advice.

destinationone Consulting is a North America based strategic recruitment, executive search, and HR advisory firm serving purpose led organizations across high impact industries. Our sector expertise spans CleanTech, CERM industries, Education and EdTech, Health and Med Tech, Healthcare and Wellness, Government including Municipal, State, Province, and Federal, Non Profit, Sustainability, and other public sector domains.