Boutique Wealth Planner — Family Office Advisory

Destinationone Consulting | Direct PlacementSurrey East, Canada | Posted on 09/26/2026destinationone 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 collaborative, 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 relationshipsDevelop a deep understanding of clients' personal and business circumstances, financial goals, risk tolerance, risk capacity and investment objectivesCreate comprehensive personal and business financial plans, wealth strategies and recommendationsBuild and implement appropriate portfolio recommendationsGuide clients through financial plans and help translate recommendations into meaningful actionProvide ongoing account oversight, client follow-up and reporting, recommending adjustments as circumstances evolveWork with financial planning software and internal resources to develop comprehensive client strategiesCollaborate closely with senior advisors, other financial professionals and administrative team membersCoordinate with clients' accountants, lawyers and other professional advisors as requiredSupport accurate client record keeping, regulatory compliance, reporting and tax-related processesParticipate in client appreciation events, educational workshops and seminarsMaintain current industry knowledge through continuing education and professional developmentContribute to a collaborative, solutions-focused and continuously improving team environment
Requirements
Minimum five years of experience in a client-facing financial advisory or financial planning roleStrong financial literacy and demonstrated experience creating comprehensive financial plans and strategiesStrong understanding of investments, portfolio construction, financial planning principles and wealth managementExperience using modern financial planning software and related wealth management technologyExceptional verbal, written and interpersonal communication skillsStrong ability to build trust and long-term relationships with clientsHigh degree of accuracy, organization and attention to detailStrong judgment and ability to make thoughtful, well-reasoned decisionsSelf-motivated and comfortable taking ownership of client needs and responsibilitiesProficiency with Microsoft Office and related business systemsAbility to work effectively both independently and as part of a closely integrated teamA valid driver's licence and personal vehicle, as regular time will be spent at both the Surrey and Abbotsford officesWhat Will Make You Stand Out
An insurance licence, combined with experience developing and implementing insurance and risk-management solutions, would be a strong asset.The successful candidate will also bring a combination of personal accountability, initiative, sound decision-making and genuine curiosity. You should be comfortable building meaningful relationships with clients while remaining practical, organized and consistent in the execution of their financial strategies.Who This Opportunity May Appeal To
This role may be particularly attractive to an experienced Financial Planner or Wealth Advisor currently working within a bank, credit union, investment firm or traditional financial institution who wants a different kind of advisory environment.You may be looking for an opportunity where:Client relationships are valued beyond sales quotas and product targetsYou have enough capacity to understand clients and serve them properlyFinancial plans are actively implemented rather than simply producedAdvice can consider the client's broader personal, family and business circumstancesLong-term relationships and quality of advice matter more than transaction volumeYou can continue developing professionally alongside an experienced advisory teamSana believes in growth, but believes that growth should come from doing excellent work for the right clients.Compensation and Benefits
Annual compensation of $80,000 to $120,000, commensurate with experienceBonus structureMedical, dental and long-term disability benefitsEmployer-supported professional development and continuing educationMentorship and ongoing professional growthOpportunities for both personal and career developmentTeam events and appreciation activitiesOn-site parking at both office locationsBusiness casual work environmentThis is an in-office position, with time spent at both Sana Family Office locations in Surrey and Abbotsford.Regular hours are Monday through Friday, 9:00 a.M. to 5:00 p.M., with flexibility when required to support clients and the practice.The team works with clients both in person and virtually.You will be joining a close-knit, highly productive wealth management and family office team that takes its client responsibilities seriously while maintaining a personable and supportive working environment.The culture values curiosity, continuous learning, personal accountability and mutual respect. Team members work hard, support one another and share a commitment to providing thoughtful, proactive and personalized advice.Destinationone Consulting is a North America based strategic recruitment, executive search, and HR advisory firm serving purpose led organizations across high impact industries. Our sector expertise spans CleanTech, CERM industries, Education and EdTech, Health and Med Tech, Healthcare and Wellness, Government including Municipal, State, Province, and Federal, Non Profit, Sustainability, and other public sector domains.How to Apply
If this opportunity aligns with your experience and career goals, please apply with an updated resume in MS Word format.While we may not be able to contact everyone, we will connect with candidates whose backgrounds closely align with the requirements of the position.Rest assured, your application will be handled with the utmost confidentiality.
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