Licensed Wealth Management Administrator

destinationone Consulting has been retained by , 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 Organization
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 d...