Financial Planner

destinationone Consulting•Guelph, ON

89d•CA$80,000 - CA$120,000•Onsite

About The Position

destinationone 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. 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. 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.

Requirements

Minimum five years of experience in a client-facing financial advisory or financial planning role
Current CIRO securities licensing
CFP® designation
Strong financial literacy and demonstrated experience creating comprehensive financial plans and strategies
Strong understanding of investments, portfolio construction, financial planning principles and wealth management
Experience using modern financial planning software and related wealth management technology
Exceptional verbal, written and interpersonal communication skills
Strong ability to build trust and long-term relationships with clients
High degree of accuracy, organization and attention to detail
Strong judgment and ability to make thoughtful, well-reasoned decisions
Self-motivated and comfortable taking ownership of client needs and responsibilities
Proficiency with Microsoft Office and related business systems
Ability to work effectively both independently and as part of a closely integrated team
A valid driver's licence and personal vehicle, as regular time will be spent at both the Surrey and Abbotsford offices

Nice To Haves

An insurance licence, combined with experience developing and implementing insurance and risk-management solutions, would be a strong asset.
A combination of personal accountability, initiative, sound decision-making and genuine curiosity.
Comfortable building meaningful relationships with clients while remaining practical, organized and consistent in the execution of their financial strategies.

Responsibilities

Serve as the primary advisor for a portfolio of client families and as secondary advisor on other client relationships
Develop a deep understanding of clients' personal and business circumstances, financial goals, risk tolerance, risk capacity and investment objectives
Create comprehensive personal and business financial plans, wealth strategies and recommendations
Build and implement appropriate portfolio recommendations
Guide clients through financial plans and help translate recommendations into meaningful action
Provide ongoing account oversight, client follow-up and reporting, recommending adjustments as circumstances evolve
Work with financial planning software and internal resources to develop comprehensive client strategies
Collaborate closely with senior advisors, other financial professionals and administrative team members
Coordinate with clients' accountants, lawyers and other professional advisors as required
Support accurate client record keeping, regulatory compliance, reporting and tax-related processes
Participate in client appreciation events, educational workshops and seminars
Maintain current industry knowledge through continuing education and professional development
Contribute to a collaborative, solutions-focused and continuously improving team environment