Senior Financial Planner – Boutique Wealth Advisory

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

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