Assante Wealth Management
3.6 out of 5 stars.
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Assante Wealth Management Management reviews

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The Vancouver office I worked at was wonderful - from management to the admin support staff! It was one of the best I've ever worked at. The admin team were genuinely supportive of one another even though we all worked for individual advisors or teams of advisors. I really miss the admin team more than anything else.
Pros
Supportive team and work culture
Cons
Can be stressful at times especially when markets are down or during tax season
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Your work is not valued and often credit is applied to the favorite on the team. Pay is not fair and you are expected to work unpaid over time if you want to be promoted or even considered for promotion. The core job is often not too difficult which is good because you are not supported by management at all. You are expected to take verbal abuse from advisors on a daily basis as they are the core earners of the company. Complaints are more likely to come back against you than to help you. They are not committed to the environment or to work life balance. This is not a healthy or good place to work.
Pros
free coffee
Cons
unpaid work, negative environment, low pay
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They suggest that you are an independent contractor but nothing could farther from the truth. The corporate culture is misogynistic and racist. Greed and self interest are the operating principles......Just a terrible organization
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- did not like the management - salary and benefits were good - fast paced and competitive good place to start your career - type of work environment also depends on the advisor you work for
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No sick days, Terrible Management. Treated very poorly. Very, Very Low pay, Manager is friends with mean Click , so they make the decisions for her. One of the worst places I have worked.
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A fun and friendly environment to work for. Great working facility and provides a great work life balance. Management treat their employees with utmost respect.
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They have a huge lunch room. The building is nice as well as the people. If I think anything can change it would be management. They pick an choose who is liked and who is not. Even if your work is better than most.
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CI management style makes this a difficult environment to work in, more than it needs to be. They have slowly forced out the Assante employees for one reason or another. They have turned it into a culture of friends hiring friends which is to say they look for reasons to force anyone out so they can bring their friends in. The people coming in are less experienced but they are part of the in crowd.
Pros
Flexible
Cons
long hours
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Job included; compiling and uploading files into records management system, and maintaining all office files, both electronic and hard copies. Limited supervisions. Flexible hours with reasonable break times. Competitive salary. Staff was productive and a pleasure to work with.
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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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It’s all about the luck of the draw at Assante. If you happen to work in the Operations department you will likely have a poor manager. It is all about micromanaging and a bullying atmosphere. The hours are good at 8-4:30. Good benefits. The management is the problem however.
Pros
Free coffee, tea and hot chocolate, good benefits
Cons
Bad managers, busy during RRSP season but not busy for some parts of the year.
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Days are 12 hrs long. Learned how to prospect over the phone. Develop knowledge of investments, insurance. Holistic approach to wealth management. Very good earning potential.
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Not a good envirnoment if you don't like to be micro managed, as you are told you have to work on Saturdays if you refuse you will get fired and told they no longer need you. Do not work here unless you like have zero freedom.
Pros
Location
Cons
poor pay, bad management and lack of progression.
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Work timings were great Workplace culture was toxic with the added micromanagement and bad behaviour Some advisors are luddites (very difficult to work with in this technologically advanced era)
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Pros -Management -Great work environment -room for advancement -free coffee - easy work -coworkers Cons -office life -repetitive work -unsatisfying work
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Enjoyable atmosphere withy friendly family like environment. Extremely professional with a keen focus on compliance. Full service financial management including taxes.Exceptional attention to detail with ultimate client experience.
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Good place to work - the pay could be better. The office is small so its easy to get caught up in drama but overall, if you mind your business you'll be fine.
Pros
local to home
Cons
small office - easy to get caught up in drama
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Strategic implement incorrectly when acquired by US company. Three company's management merge together into one as Assante. Therefore, struggling to have comment ground to manage together. Then it acquired by another company.
Pros
No comment
Cons
Management fighting
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I get excited to wake up to go to work the next day. Colleagues are like family to me and I have been at Assante less than a year. Management is great and very helpful with their open door policy.
Pros
Games and Lunch Rooms
Cons
Much Over Time Required
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Easy going management, very approachable. Located right by Union Station. Great lunch room, short walk to the lake. Great co-workers and management. Great company.
Pros
Free food and wine at semi-annual company parties. Great facility.
Cons
No advancement opportunities.
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Calm and relaxing place to work.Co workers are helpful and friendly, exceptional work place. Management are helpful. I have learned about RRSP, TFSA and other financial planning for the future. I enjoy working and coming to work. There is nothing difficult about working at Assante, of course there is always a learning curve but in time all will fall into place.
Pros
flexiable hours
Cons
None
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