Assante Wealth Management
3.6 out of 5 stars.
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Assante Wealth Management Employee Reviews in Montréal, QC

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Working as an Investment Advisor is a very demanding job espeically when you are building your own client portfolio. You need to work from 9AM to 9PM generating leads to meet with prospects to introduce them to your philosophy and how you can add value to their financial situation. You need to be patient, and you must supress your frustration to make sure you keep looking forward. This is the best job if you plan to committing to it in the long run, because there is no such thing as instant gratification with it!
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- cold calling all day - I learned sales skills and how to prospect clients - Management is supportive and motivating - Workplace culture is friendly - hardest part of the job is working 12 hours a day - hardest part of the day is staying motivated throughout rejection
Pros
autonomy
Cons
long hours
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La plus grande difficulté avec ce poste étais d'appeler quel qu'une que vous ne connaisser même pas et de parler de leur finances privés avec buts d'inviter chez nous pour un revue au complète de leur plans fiscale.
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• Front office: "cold-call" to acquire new customers and assist closing meetings (my result: 500 000 $ under management) • Middle office: current portfolio management • Back office: attend executive sessions and learn how to prepare a closing meeting by offering products and services tailored to the prospect
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Secretarial, administrative duties. A typical day included filing, scheduling meetings, correspondence, travel arrangements, etc.
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