We are seeking a highly skilled and licensed Wealth Management Administrator to join our team in Surrey, BC. The ideal candidate will have a minimum of five (5) years of relevant experience in wealth management and financial administration. This role requires strong organizational skills, attention to detail, and a commitment to delivering exceptional service to our clients.

• Provide administrative support to wealth management advisors.
• Prepare documentation, process transactions, and manage client accounts.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate records and assist with client reporting.
• Respond to client inquiries and support their financial needs.

• Valid securities licence in British Columbia.
• Minimum five (5) years of experience in wealth management administration.
• Excellent interpersonal and communication skills.
• Proficiency with financial software and MS Office Suite.
• Strong organizational and problem-solving abilities.

• Salary range: $60,000 – $70,000 per year, commensurate with experience.
• Performance review and salary increase after six (6) months.
• Bonus eligibility after one (1) year of employment.

We are a very close-knit Wealth Management Team of 6 individuals with offices in Surrey and Abbotsford. We are comprised of 3 advisors and 3 administrators who are all very involved in client communication and providing the very best of client service.

Please submit your résumé and cover letter outlining your qualifications and experience. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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.