Licensed Wealth Management Administrator
$60k - $70k per yeardestinationone Consulting
destinationone 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 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 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 Opportunity
This 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 Responsibilities
- Provide day to day administrative and operational support to wealth management advisors
- Prepare and process account documentation, transactions, and client instructions
- Maintain and update client records with a high degree of accuracy and confidentiality
- Support client reporting, portfolio updates, and documentation requirements
- Ensure compliance with regulatory standards and internal policies
- Respond to client inquiries in a professional and timely manner, contributing to a high quality client experience
- Coordinate with internal and external stakeholders to ensure efficient workflow and service delivery
Requirements
- Valid securities license in British Columbia
- Minimum five years of experience in wealth management or financial services administration
- Strong understanding of investment products, account structures, and regulatory requirements
- Exceptional attention to detail and organizational skills
- Professional communication skills with a client first mindset
- Proficiency in Microsoft Office and industry related financial systems
- Ability to work both independently and collaboratively within a small team environment
Compensation and Growth
- Salary range of $60000 to $70000, commensurate with experience
- Performance review and salary adjustment after six months
- Bonus eligibility after one year of employment
- Opportunity to grow within a respected and relationship driven wealth management practice
Team Environment
You will be joining a team of six professionals, including advisors and administrators, who work closely together and take pride in delivering thoughtful, proactive, and personalized service to their clients. The culture is supportive, collaborative, and built on mutual respect and accountability.
About destinationone Consulting
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 profiles closely match the requirements of the role.
Rest assured, your application will be handled with the utmost confidentiality.
$40k - $45k per year
...Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of... ...a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working...SuggestedFull timeWork at officeFlexible hours$65k - $75k per year
...currently looking for an experienced, licensed Strata Manager for our team. The successful candidate... ...day-to-day operational, maintenance, administrative, and financial management for the properties... ...A valid Strata Property Management License A positive and enthusiastic, hands-...LicensedFull timeFor contractorsWork from homeAfternoon shift- ...creates new career opportunities, likely there is the right one for you! Job Summary Job Summary: As the Regional Office Administration Manager, you will be responsible for overseeing and coordinating administrative operations across multiple locations within the region...SuggestedFull timeFor contractorsWork at office
- ...quality and safety is inherent in all aspects of this position. The Licensed Practical Nurse (LPN) works collaboratively with the... ...appropriately on the patient’s health record. 6. Reviews the medication administration record for each patient and checks with the nurse-in-charge or...LicensedImmediate start
$100k per year
...our client‑intake team. We are looking for a Sales Managers who is knowledgeable, client‑focused, and experienced in... ...growing practice. Position Overview Job Title: Sales Manager – Immigration & Office Administrator Location: Surrey, BC Work Schedule: Monday to...SuggestedLmiaWork at officeMonday to friday- ...Place to Work®. We are hiring for a Licensed Practical Nurse to support our stores in... ...Visiting patients in the community Administration of medications where needed Performing... ...First Aid Valid Driver’s BC Driver’s License Compensation Details: $28.00 - $35...Licensed
$3692 per week
...B.C. Position Overview The Network Administrator is a senior technical role responsible for... .... ~Participating in technical change management activities, quality control reviews, testing... ...Valid Class 5 British Columbia Driver’s license. Additional Information This...Full timeTemporary work$17.85 per hour
...creativeness, self-expression and passion. We want people that want to make a difference and we have an excellent opportunity for a talented Licensed Hairstylist at our Guildford retail Salon. What you bring to the team: You’re ahead of the curve; you don’t follow trends...LicensedHourly payPermanent employmentFull timeTemporary workInternshipFlexible hours$108.4k - $135k per year
...DEVELOPMENT MANAGER Location: Metro Vancouver Region Hours... ...supportive team towards generating wealth and prosperity for the people... ...files and handle project administration tasks like filing, record... ...Required a valid BC Driver’s License. Experience working with...Long term contractPermanent employmentFull timeFor contractorsInternshipWork at officeRemote workFlexible hours$75k - $95k per year
...approval strategies, and project management services to our clients in... ...Opportunity As a Contract Administrator your primary obligations... ...to contract and construction administration including field reviews, change... ...). Valid Driver's License. This position requires use...Full timeContract workFor contractorsLocal areaFlexible hours- ...BC is looking for a full-time, permanent Administrative Assistant to join the team in our Surrey... ...from homeowners, Board members, and Managers, and following up on requests Receiving... ...Monitoring office supplies, notifying the Office Manager when supplies are low, and helping with...Permanent employmentFull timeWork at office
$115k - $130k per year
...’re looking for an experienced Project Manager to join our growing team. This role focuses... ...Responsibilities Project Startup & Administration Issue contracts, request insurance and... ...is an asset) Valid driver’s license and ability to attend project sites primarily...Full timeFor contractorsWork at officeRemote workFlexible hours$35.9k - $66.3k per year
..., and branch operations with day-to-day administration and provides exceptional client service... ...objectives. A client-focused role, committed to managing and growing client relationships through... ...From in-depth training and coaching, to manager support and network-building...Long term contractContract workPart time$44k - $55k per year
...Group Ltd has an exciting opportunity for an Insurance Payables Administrator in Surrey, BC at our Head office. Expected Compensation: The... ...Handle daily payments of auto fund balance payables to auto licensing and registration authorities in various provinces Always think...Daily paidFull timeInternshipWork at officeFlexible hours$45k - $55k per year
...exciting world of credit? As our Credit Administrator extraordinaire, you'll be the financial... ...Being the town crier for Profit Center Managers when customer businesses hit a bump in the... ...like a pro Being the Regional Credit Manager's right-hand wonder, ready to tackle any...Full timeWork at officeMonday to friday$69k - $90k per year
...PROGRAM MANAGER At Pacific Coast Community Resources, we have provided personalized... ...educational preparation for the role of manager/administrator ~ Minimum 3 – 5 years experience in a... ...clearance ~ A valid class 4 driver's license, access to a safe and reliable vehicle...Temporary work- ...recognized as one of Canada's Best Managed companies. We take pride in... ...matters As a Warehouse Administrator, you’re the first line of... ...to expect in the role Manage supply orders for warehouse/... ...candidate profile ~3+ years of administrative experience (warehouse...Hourly payPermanent employmentFull timeWork at office
- ...Services is seeking a highly organized and client-focused Account Manager to oversee daily operations and client coordination for... ...quality Qualifications & Requirements Valid Class 5 Driver’s License required Previous experience in account management, operations...Full timeWork at office
$36.6 per hour
Office Administrator Cimtech Green Energy Mfg Inc Location 5- 17942 55 Avenue Surrey, BC... ...Responsibilities: Review and evaluate new administrative procedures Delegate work to office... ...Reliability Ability to multitask Time management Adaptability Integrity Until: 2026-06...Hourly payFull timeWork at officeImmediate startRemote workRelocationDay shift$19 - $21 per hour
...Part-Time Teacher Administrator Wanted Helping kids realize their dreams and overcome school... ...You will work directly with the Centre Manager and Education Coordinator as a key... .../ coaching hands-on development of administrative and teaching skills snacks and treats...Part timeRelocationFlexible hoursShift workDay shiftAfternoon shift2 days per week$48k - $53k per year
...currently looking for a Claims Administrator (s) to join our WBI Home... ...Assessor(s) to assist in the administration support when required. You will be opening, managing, and closing warranty claims as... ...an asset. Level 2 Insurance License is preferred. Skills & Attributes...Long term contractFull timeWork at officeRemote work- ...Canada, we are represented by 6 locally managed electrical and industrial distributors and... ...sessions hosted by the Product Manager and lunch and learn meetings. We house... ...Oversee sales, customer service, and administrative functions within the branch. Conduct...Work at officeLocal areaFlexible hours
- ...opportunity exists for an Invoice & Inventory Administrator at Cobra Electric Regional Services Ltd... ...B.C. and will report to the Purchasing Manager. Cobra Electric Services Ltd. is a... ...an asset Strong organizational and administrative skills Learning agility and willing...Full timeContract workWork at office
$58.1k - $63.8k per year
...made to help support you in your application process. Senior Administrative Clerk Number of positions: 1 Job Location: Surrey Trades... ...and ensures they are reported to the appropriate personnel. ~ Manages and/or composes various reports, presentation material, letters...Full timeContract workTemporary workWork at officeLocal areaRelocationFlexible hoursShift work$45 per hour
...infrastructures including machinery, equipment and electrical and mechanical systems Plan and manage the facility's operations budget Plan, organize and direct administrative services such as signage, cleaning, maintenance, parking, safety inspections, security and snow...Permanent employmentFull timePart timeSeasonal workFlexible hoursSewa Enterprise Ltd.
Surrey, BC2 days ago$45 per hour
...infrastructures including machinery, equipment and electrical and mechanical systems Plan and manage the facility's operations budget Plan, organize and direct administrative services such as signage, cleaning, maintenance, parking, safety inspections, security and snow...Permanent employmentFull timeRemote work$36.6 per hour
...Assemble data and prepare periodic and special reports, manuals and correspondence Perform data entry Oversee and co-ordinate office administrative procedures Resolve conflict situations Oversee payroll administration Plan and control budget and expenditures...Permanent employmentFull timeWork at officeRemote workRelocation$36 per hour
Overview Languages English Education Secondary (high) school graduation certificate or equivalent experience Experience 3 years to less than 5 years On site Work must be completed at the physical location. There is no option to work remotely...Permanent employmentFull timeRemote work$150k - $400k per year
...Group, recognized as one of Canada’s Best Managed Companies. What Makes TAG Different... ...teams, and wants to run a business, not just manage it. What You Get: ~ Senior... ...leading high-performing teams ~ Valid VSA license and in good standing with the VSA ~ Strong...Full time$28.85 per hour
Overview Languages English Education ~ Secondary (high) school graduation certificate Experience 1 year to less than 2 years On site Work must be completed at the physical location. There is no option to work remotely. Responsibilities Tasks...Permanent employmentFull timeWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Wealth Management Administrator. Be the first to apply!
- project manager assistant Surrey, BC
- assistant sales manager Surrey, BC
- assistant resident manager Surrey, BC
- assistant manager retail Surrey, BC
- assistant director Surrey, BC
- assistant director of care Surrey, BC
- assistant stage manager Surrey, BC
- assistant site manager Surrey, BC
- part-time assistant manager Surrey, BC
- assistant produce manager Surrey, BC