Assante Wealth Management
3.6 out of 5 stars.
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Assante Wealth Management Employee 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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Excellent sales team to work with. Extremely cooperative and supportive, a friendly working environment that helped ensure that work was done efficiently and quickly.
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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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Ma première expérience au Canada, très bonne expérience, Manager à l'écoute, collaborateurs jeunes et dynamiques.
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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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I really enjoy working for the Management at this company. Answer incoming calls and put through to the correct party. I am considered their first contact for customer service at reception.
Pros
Great place to work
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I enjoyed working at Assante Wealth Management but due to cut backs I was laid off in April 2014. My day consists of placing client trades such as mutual funds switches, buy, and sell. I enjoyed working with the people in the office.
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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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Working for Assante Wealth management was great if they were busier they would of highbred me on.
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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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- assist advisors with reports etc - handle in bound calls - create reports and statements
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Management was excellent. McDonald's provided the culture to learn and develop communication skills in your career.
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Excellent organization to work for. Lots of room for advancement.
Pros
Good people to work with. Lots of room for advancement and learning.
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For 19 1/2 years of service it goes without saying that I loved my job.
Pros
Great health benefits
Cons
No increase in salary. No matter how many jobs you do.
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Secretarial, administrative duties. A typical day included filing, scheduling meetings, correspondence, travel arrangements, etc.
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I would process the payroll and time sheets I was only there a short period of time. So I really didn't get a chance to meet anyone or make friends.
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Local / Community level marketing is the core to reach consumers in the financial services industry.
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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
Pros
the job was the pro
Cons
the company was set to move and there was the duress of not knowing if one would be fired
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Have your resume ready... this is not a secure job environment. Lay-offs and turnover can happen at any time.
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