Assante Wealth Management Employee Reviews
Found 59 reviews matching the searchSee all 64 reviews
Indeed featured review
The most useful review selected by Indeed
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.
Supportive team and work culture
Can be stressful at times especially when markets are down or during tax season
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.
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!
• 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
I enjoyed working at Assante and it was in a convenient location. On a typical day at work I would do different assignments needed for the head office in Toronto.I learned how to interact more fully with people on the job.My co-workers were generally easy to get along with.The hardest part of the job was being moved from one department to the next, depending on where I was needed.The hours were great, the pay was always increasing and I knew my job well
the job was the pro
the company was set to move and there was the duress of not knowing if one would be fired
See more Assante Wealth Management reviews
You may want to try: