Talent.com

Licensed Jobs in Coquitlam, BC

Create a job alert for this search

Licensed • coquitlam bc

Last updated: 1 day ago

Licensed Wealth Management Administrator

destinationone ConsultingSurrey East, BC, ca
Full-time

Consulting has been retained by.CI Assante Wealth Management Ltd.Licensed Wealth Management Administrator to join their growing team in Surrey, British Columbia.Sana Family Office is a boutique wea...Show more

Licensed Practical Nurse, Outreach

Fraser HealthBurnaby, British Columbia, CA
Full-time

Reporting to the Program Coordinator or designate and under the direction of the team leader, the Licensed Practical Nurse (LPN) Outreach works as a member of the multidisciplinary mental health se...Show more

Licensed Practical Nurse | Casual

19550 Fraser HighwaySurrey, BC
Part-time
Quick Apply

This posting is for an existing vacancy.Sienna Senior Living is committed to employment equity, diversity and inclusion in the workplace.In accordance with the Accessible British Columbia Act 2021 ...Show more

Security Guard

AFIMAC CanadaSurrey, British Columbia, CA
Full-time +1

AFIMAC is seeking licensed Security Guards for current and upcoming projects in British Columbia.Please note this is a temporary contract position, so it may not be suitable to someone currently wo...Show more

Licensed Hairstylist

Chatters Limited PartnershipsNew Westminster, BC, CA
Permanent
Quick Apply

At Chatters , Style Happy is all about encouraging your artistic self-expression.Igniting your passion for providing that unforgettable customer experience.That’s why you continually have loyal cli...Show more

Registered Massage Therapist

Inlet Wellness GalleryPort Moody, British Columbia
Full-time

Join Our Award-Winning Wellness Clinic –.Inlet Wellness Gallery (Port Moody, BC).We’re expanding our RMT team as we prepare for increased demand and new room availability.If you’re looking for a cl...Show more

Licensed Practical Nurse - OR

Clearpoint Health Network Inc.Burnaby, British Columbia, Canada
Full-time
Quick Apply

Clearpoint Health Network (CHN) is one of Canada’s largest trusted provider of independent surgical and multi-disciplinary medical centres across Canada.Working in close collaboration with hospital...Show more

Licensed Practical Nurse (Part-time)

The Care GroupCoquitlam, BC, CA
Part-time
Quick Apply

The Care Group (“TCG”) offers high quality residential care and senior living across our eight homes in the Lower Mainland and Vancouver Island.Our Values: We believe our residents deserve excellen...Show more

Licensed Diesel Truck Technician/Mechanic I - 5K Sign On Bonus

PenskeSurrey, BC, CA
Full-time

Location: 9558 189 St, Surrey, BC V4N 4W7, Canada.Shift Premium: 2nd Shift ($3) 3rd Shift ($5) Weekend ($3).EXPERIENCED, LICENSED AND LOOKING FOR A COMPANY THAT RECOGNIZES YOUR VALUE?.You are looki...Show more

Licensed Practical Nurse Permanent Part Time Evenings

Hawkins StPort Coquitlam, BC
Part-time +1
Quick Apply

If you’re passionate about being a part of a team that is, committed to the Team Member Experience and driven by innovation and growth – then join us!.The Licensed Practical Nurse is a critical rol...Show more

Real Estate Agent

Royal LePage Sterling RealtyPort Moody, British Columbia, Canada
Full-time +1

Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r...Show more

** Electrician - Licensed

Handyman Connection of Metro Vancouver, BCSurrey, BC, CA
Full-time

To meet the demands of our rapidly growing base of satisfied customers, Handyman Connection of Metro Vancouver, BC is seeking an experienced Electrician.This skilled craftsman would ideally have a ...Show more

Registered Massage Therapist

vitality healthSURREY, British Columbia
Part-time

We are a multidisciplinary clinic looking for a motivated RMT to join our team! You’ll work alongside physiotherapist, massage therapists, acupuncturists, naturopath doctor, clinical counsellor and...Show more

Food Services Class 1 Driver

Martin BrowerNew Westminster, BC, CA
Full-time

Join Our Team as a Class 1 Delivery Driver!.Are you a dedicated driver with experience with food services and great customer service skills, looking for a fulfilling career with a company that valu...Show more

 • Promoted

Licensed Practical Nurse (LPN)

Primacorp Ventures IncNew Westminster, British Columbia, CA
Part-time

At Sage Medical Center, a subsidiary of Primacorp Ventures, we provide a comprehensive range of healthcare services tailored to your unique needs.Our mission is to ensure your well-being through co...Show more

Registered Massage Therapist (RMT) – New Grads Welcome!

Vitality HealthSurrey, British Columbia
Full-time +1

Vitality Health is a growing multidisciplinary clinic offering.We are located in the high-traffic.We are currently looking for a.Registered Massage Therapist (RMT).Busy clinic with strong patient d...Show more

Pharmacy Manager

SafewaySurrey, British Columbia, CA
Full-time

Embark on a rewarding career with Sobeys Inc.Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.Safeway grocery stores provide an excepti...Show more

Casual Nurse - LPN Long Term Care

Park Place Seniors LivingSurrey, BC, CA
Full-time
Quick Apply

Casual Nurse LPN – Long Term Care Location: Morgan Creek Seniors Community, South Surrey, BC About Us Morgan Creek Seniors Community is part of the Park Place Seniors Living family, dedicated to pr...Show more

Real Estate Agent

Royal LePage Real EstateBurnaby, British Columbia, Canada
Full-time +1

Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r...Show more

People also ask
Licensed Wealth Management Administrator

Licensed Wealth Management Administrator

destinationone ConsultingSurrey East, BC, ca
9 days ago
Job type
  • Full-time
Job description

destinationone Consulting has been retained by Sana Advisory Group, in partnership with CI Assante Wealth Management Ltd., to recruit a Licensed Wealth Management Administrator to join their growing team in Surrey, British Columbia.

About the Organization

Sana Family Office is a boutique wealth management practice dedicated to delivering highly personalized financial guidance to individuals, families, and business owners. Built on a foundation of trust, long term relationships, and disciplined financial stewardship, the firm takes a holistic approach to wealth planning, integrating investment management, financial planning, and legacy strategies.

Operating within the CI Assante Wealth Management platform, one of Canada’s leading wealth management firms, Sana Family Office combines the agility and client centric approach of a boutique practice with the strength, resources, and regulatory framework of a nationally recognized institution.

The team is close knit, collaborative, and deeply committed to delivering an exceptional client experience. With offices in Surrey and Abbotsford, the firm continues to grow its presence while maintaining a high touch service model.

The Opportunity

This is an excellent opportunity for an experienced and licensed Wealth Management Administrator who thrives in a detail oriented, client focused environment. You will play a critical role in supporting advisors, managing client relationships, and ensuring the seamless execution of financial and administrative processes.

Key Responsibilities
  • Provide day to day administrative and operational support to wealth management advisors
  • Prepare and process account documentation, transactions, and client instructions
  • Maintain and update client records with a high degree of accuracy and confidentiality
  • Support client reporting, portfolio updates, and documentation requirements
  • Ensure compliance with regulatory standards and internal policies
  • Respond to client inquiries in a professional and timely manner, contributing to a high quality client experience
  • Coordinate with internal and external stakeholders to ensure efficient workflow and service delivery


Requirements

  • Valid securities license in British Columbia
  • Minimum five years of experience in wealth management or financial services administration
  • Strong understanding of investment products, account structures, and regulatory requirements
  • Exceptional attention to detail and organizational skills
  • Professional communication skills with a client first mindset
  • Proficiency in Microsoft Office and industry related financial systems
  • Ability to work both independently and collaboratively within a small team environment
Compensation and Growth
  • Salary range of $60000 to $70000, commensurate with experience
  • Performance review and salary adjustment after six months
  • Bonus eligibility after one year of employment
  • Opportunity to grow within a respected and relationship driven wealth management practice
Team Environment

You will be joining a team of six professionals, including advisors and administrators, who work closely together and take pride in delivering thoughtful, proactive, and personalized service to their clients. The culture is supportive, collaborative, and built on mutual respect and accountability.

About destinationone Consulting

destinationone Consulting is a North America based strategic recruitment, executive search, and HR advisory firm serving purpose led organizations across high impact industries. Our sector expertise spans CleanTech, CERM industries, Education and EdTech, Health and Med Tech, Healthcare and Wellness, Government including Municipal, State, Province, and Federal, Non Profit, Sustainability, and other public sector domains.

How to Apply

If this opportunity aligns with your experience and career goals, please apply with an updated resume in MS Word format. While we may not be able to contact everyone, we will connect with candidates whose profiles closely match the requirements of the role.

Rest assured, your application will be handled with the utmost confidentiality.