Shape your future at Sana Advisory Group as a Licensed Wealth Management Administrator in Surrey, British Columbia. You'll be a vital part of a team committed to delivering personalized financial services to clients.

As part of Sana Advisory Group, associated with CI Assante Wealth Management, you will support wealth management advisors by managing critical administrative tasks. The role requires a keen eye for detail and robust communication skills to maintain high standards in client service and documentation accuracy while ensuring compliance with financial regulations.

Key Responsibilities:
Support advisors with daily administrative tasks
Process account documentation and client instructions
Maintain accurate and confidential client records




Assist with reporting and portfolio updates
Ensure adherence to regulatory standards

Requirements:
Five years of experience in wealth management or administration
Solid understanding of investment products and structures
Proficient in Microsoft Office and financial software
Strong organizational and detail-oriented skills
Ability to thrive independently and as part of a team

Join a close-knit setting that thrives on providing exceptional service and building lasting client relationships in wealth management.
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📌 Sana Advisory Group Wealth Management Administrator Surrey (Canada)
🏢 Destinationone Consulting
📍 Canada