Licensed Wealth Management AdministratorDirect Placement | destinationone Consulting | CanadaPosted On 15/04/2026Job InformationJob Opening ID D1C10114State/Province British ColumbiaCity Surrey EastV3SJob Descriptiondestinationone 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 OrganizationSana 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, team-oriented, 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 OpportunityThis 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 ResponsibilitiesProvide day to day administrative and operational support to wealth management advisorsPrepare and process account documentation, transactions, and client instructionsMaintain and update client records with a high degree of accuracy and confidentialitySupport client reporting, portfolio updates, and documentation requirementsEnsure compliance with regulatory standards and internal policiesRespond to client inquiries in a professional and timely manner, contributing to a high quality client experienceCoordinate with internal and external stakeholders to ensure efficient workflow and service deliveryRequirementsValid securities license in British ColumbiaMinimum five years of experience in wealth management or financial services administrationStrong understanding of investment products, account structures, and regulatory requirementsExceptional attention to detail and organizational skillsProfessional communication skills with a client first mindsetProficiency in Microsoft Office and industry related financial systemsAbility to work both independently and collaboratively within a small team environmentCompensation and GrowthSalary range of $60000 to $70000, commensurate with experiencePerformance review and salary adjustment after six monthsBonus eligibility after one year of employmentOpportunity to grow within a respected and relationship driven wealth management practice#J-18808-Ljbffr

📌 Licensed Wealth Management Administrator - C$60,000 - C$70,000 A Year (Winnipeg)
🏢 Sana Advisory Group
📍 Winnipeg