Licensed Wealth Management Administrator

destinationone Consulting has been retained by , 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