Senior Financial Planner – Boutique Wealth Advisory

Sana Family Office, a boutique wealth management practice within CI Assante Wealth Management, is seeking an experienced Financial Planner to join its Surrey and Abbotsford team. You will focus on genuine client advisory, developing tailored financial plans and implementing recommendations.

Reporting to the Senior Wealth Advisor, you will work closely with clients to understand goals, risk tolerance and time horizons, coordinating with accountants and lawyers as needed, and weaving planning into