Licensed Wealth Management Administrator

destinationone Consulting has been retained by Sana Advisory Group, in partnership with CI Assante Wealth Management Ltd., to recruit a Licensed Wealth Management Administrator to join their growing team in Surrey, British Columbia.

About the Organization

Sana Family Office is a boutique wealth management practice dedicated to delivering highly personalized financial guidance to individuals, families, and business owners. Built on a foundation of trust, long term relationships, and disciplined financial stewardship, the firm takes a holistic approach to wealth planning, integrating investment management, financial planning, and legacy strategies.

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

The team is close knit, collaborative, and deeply committed to delivering an exceptional client experience. With offices in Surrey and Abbotsford, the firm continues to grow its presence while maintaining a high touch service model.

The Opportunity

This is an excellent opportunity for an experienced and licensed Wealth Management Administrator who thrives in a detail oriented, client focused environment. You will play a critical role in supporting advisors, managing client relationships, and ensuring the seamless execution of financial and administrative processes.

Key Responsibilities

• Provide day to day administrative and operational support to wealth management advisors
• Prepare and process account documentation, transactions, and client instructions
• Maintain and update client records with a high degree of accuracy and confidentiality
• Support client reporting, portfolio updates, and documentation requirements
• Ensure compliance with regulatory standards and internal policies
• Respond to client inquiries in a professional and timely manner, contributing to a high quality client experience
• Coordinate with internal and external stakeholders to ensure efficient workflow and service delivery

Requirements

• A valid securities license in British Columbia is an asset, but not required
• Minimum five years of experience in wealth management or financial services administration
• Strong understanding of investment products, account structures, and regulatory requirements
• Exceptional attention to detail and organizational skills
• Professional communication skills with a client first mindset
• Proficiency in Microsoft Office and industry related financial systems
• Ability to work both independently and collaboratively within a small team environment

Compensation and Growth

• Salary range of $60000 to $70000, commensurate with experience
• Performance review and salary adjustment after six months
• Bonus eligibility after one year of employment
• Opportunity to grow within a respected and relationship driven wealth management practice

Team Environment

You will be joining a team of six professionals, including advisors and administrators, who work closely together and take pride in delivering thoughtful, proactive, and personalized service to their clients. The culture is supportive, collaborative, and built on mutual respect and accountability.

About destinationone Consulting

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.

How to Apply

If this opportunity aligns with your experience and career goals, please apply with an updated resume in MS Word format. While we may not be able to contact everyone, we will connect with candidates whose profiles closely match the requirements of the role.

Rest assured, your application will be handled with the utmost confidentiality.