Looking for a great Career with us? We are a great group of people who treat our extended sana (family) with respect. Check out our career opportunities below.
Job Descripton:
Financial Planner – Wealth Management Team
Join a team that’s as passionate about people as it is about portfolios.
Reporting To
Senior Wealth Advisor
About Us
We’re trusted advisors to affluent families, helping them navigate all aspects of wealth management and family office services — for both their personal and business lives. Our clients count on us for guidance, clarity, and we take that responsibility seriously (without taking ourselves too seriously).
Where You’ll Work
• Surrey Office: 310 – 15288 54A Avenue
• Abbotsford Office: 101 – 33386 South Fraser Way
• Hours: Monday–Friday, 9:00am–5:00pm (with flexibility as needed)
• This is an in-office role, with time spent at both locations.
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What You’ll Do
Client-Facing
• Take primary advisor role on a segment of client families and be secondary on others.
· Work with client families to understand who they are, their financial goals, risk tolerance and capacity, investment objectives and risk mitigation needs.
• Design and guide clients through personalized financial strategies and wealth management plans.
• Provide regular follow-ups, account oversight, reporting, and recommend adjustments as needed.
• Attend client appreciation events, workshops, and seminars to strengthen relationships and connect with prospective clients.
Team & Administrative
• Use our software tools to build comprehensive financial plans.
• Collaborate with our other advisors, team administrators and support client record-keeping, reporting, compliance, and tax preparation as needed.
• Stay sharp through continuing education programs and industry training.
• Contribute to a collaborative, innovative, and solutions-focused team environment.
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What We’re Looking For (Must-Haves)
• A client-first mindset with excellent verbal, written, and phone communication skills.
• Strong financial literacy.
• 5+ years of experience in client-facing financial advising.
• CIRO securities licensed.
• Confident with MS Office and data entry.
• Detail-oriented, accurate, and highly organized.
• A clear thinker with a can-do, solution-oriented attitude.
• Self-motivated, efficient, and a true team player.
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What Will Make You Stand Out
• Insurance license and experience with insurance applications.
• Experience in the preparation of financial plans
• CFP® designation.
• Existing client base.
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Our Culture
We’re a fun-loving, highly productive, and successful Wealth Management Team & Family Office. Business casual is our norm. Curiosity fuels our learning, and we strive for growth every day. We put clients first, make decisions based on principles (not just profits), and treat each other with respect. We work hard, support each other, and celebrate wins together.
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What We Offer
• Starting salary: $80,000–$90,000 annually. More with more experience or client base
· Salary review after 6 months, with performance-based increase.
• Bonus structure after 1 year.
• Medical, dental, and LTD benefits.
• Ongoing professional development opportunities.
• Team events and appreciation activities.
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How to Apply
Email your resume (Word or PDF) and a cover letter to sanafamilyoffice@assante.com with “Financial Planner” in the subject line.
No phone calls or faxes, please — following these instructions correctly shows us you’ve got an eye for detail.
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Next Steps
We’ll be in touch within one week by phone or email — but only with qualified applicants (which we hope is you!).
CI Assante Wealth Management Ltd., a dual-registered investment dealer and mutual fund dealer, is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Apply Now
