Licensed Wealth Management Administrator

Licensed Wealth Management Administrator

Location:

Surrey East, British Columbia

destination one 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.

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.

• 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

• 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

• Salary range of $60,000 to $70,000, 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

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.