Careers with Sana Family Office

Job Descripton:

Associate Advisor – 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, and 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.

What You’ll Do:

Client-Facing

• Partner with clients to understand their financial goals, risk tolerance, and investment objectives.
• Design personalized financial strategies and wealth management plans.
• Provide regular follow-ups, assist with account oversight, reporting, and recommend adjustments when needed.
• Attend client appreciation events, workshops, and seminars to strengthen relationships and connect with prospective clients.

Team & Administrative

• Support advisors with our software tools to build comprehensive financial plans.
• Collaborate with 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.

What We’re Looking For (Must-Haves)

• A client-first mindset with excellent verbal, written, and phone communication skills.
• Strong financial literacy.
• 3–5 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.

What Will Make You Stand Out

• Insurance license and experience with insurance applications.
• Experience supporting the preparation of financial plans
• CFP® designation.
• Existing client base.

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.

What We Offer

• Starting salary: $55,000–$70,000 annually.
• 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.

How to Apply

Email your resume (Word or PDF) and a cover letter to sanafamilyoffice@assante.com with “Associate Advisor” in the subject line.

No phone calls or faxes, please — following these instructions correctly shows us you’ve got an eye for detail.

Apply Now