14 Oct
|
Destinationone Consulting
|
Guelph
14 Oct
Destinationone Consulting
Guelph
Sana Family Office in Surrey and Abbotsford, BC, seeks an experienced Financial Planner to focus on client advisory rather than traditional sales. Reporting to the Senior Wealth Advisor, you will manage a segment of client families, understand their goals, risk tolerance and business priorities, and develop financial strategies and portfolio recommendations.
This hands-on role emphasizes long-term relationships, collaboration with professionals, compliance, and active client reporting.
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📌 Boutique Wealth Planner — Family Office Advisory (Guelph)
🏢 Destinationone Consulting
📍 Guelph