destinationone Consulting | Direct Placement Surrey East, Canada destinationone Consulting has been retained by Sana Advisory Group, in partnership with CI Assante Wealth Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management team in Surrey and Abbotsford, British Columbia. About the Organization Sana Family Office is a boutique wealth management practice that has been serving affluent individuals, families and business owners for more than 30 years. The firm provides highly personalized financial guidance across wealth management and family office services, helping clients navigate both their personal and business financial lives. Its approach brings together financial planning, investment management, risk management and long-term wealth strategies through trusted, enduring client relationships. Operating within the CI Assante Wealth Management platform, one of Canada’s leading wealth management firms, Sana Family Office combines the personalized approach of a boutique practice with the resources, infrastructure and regulatory framework of a nationally recognized organization. The team is cooperative, relationship driven and deeply committed to doing excellent work for the right clients.



The Opportunity This is an opportunity for an experienced Financial Planner who wants to spend more time genuinely advising clients and less time operating within a traditional sales or product-driven environment. Reporting to the Senior Wealth Advisor, you will take primary advisory responsibility for a segment of client families while supporting other relationships across the practice. You will work closely with clients to understand their financial circumstances, goals, investment objectives, risk tolerance and broader personal and business priorities. From there, you will develop meaningful financial strategies, build and implement portfolio recommendations and remain actively involved as those plans evolve. This is a hands-on advisory role for someone who values long-term relationships, thoughtful planning and seeing financial recommendations through to implementation. Key Responsibilities Serve as the primary advisor for a portfolio of client families and as secondary advisor on other client relationships Develop a deep understanding of clients' personal and business circumstances, financial goals, risk tolerance, risk capacity and investment objectives Create comprehensive personal and business financial plans, wealth strategies and recommendations Build and implement appropriate portfolio recommendations Guide clients through financial plans and help translate recommendations into meaningful action Provide ongoing

📌 Licensed Wealth Management Administrator (Guelph)
🏢 Destinationone Consulting
📍 Guelph