About Assante Wealth Management
At Assante, our integrated approach to wealth management is critical to maintaining the trust of our clients and building long-lasting, strong relationships. We pride ourselves on going the extra mile to provide added value to our clients. Our client relationships are built on the expectation that they will last for decades, as our planning horizon is as long as our clients’ lifetime financial goals.
We focus on creating an amicable and engaging environment for our staff. We value our team and their continued focus on a common goal: delivering a great experience for our clients. Our workplace is defined by our expertise, professionalism, the quality of our work, and positive relationships. Time after time, we exemplify our brand through our actions and decisions – and demonstrate that we are committed to simplifying and enhancing our clients' lives. Our motto, "Be well advised", is symbolic of our promise to our clients.
About the Position
Reporting to the Managing Partner, you will work closely with three Financial Advisors to support their clients establishing a roadmap to achieve their financial goals. Excelling at research and financial analysis, you will develop comprehensive financial plans that meet short-term and long-term goals.
You appreciate working as part of a highly skilled, professional team and are eager to apply your financial acumen to developing comprehensive financial plans for our clients. Adept at using relevant financial planning models, you will assist with on-going financial planning issues of succession, transition and tax planning, to name a few. You enjoy taking a deeper dive into these aspects of financial planning and evaluating different options.
You believe in a client centric approach and are committed to ensuring client needs are met. Your stellar communication and interpersonal skills enable you to easily distill complex information into a simple plan that resonates with our clients.
You are capable of working on your own to analyze data and research options, but you also enjoy the camaraderie of a team that shares the values of mutual respect and collaboration in a friendly environment.
As part of the role, you must be able to travel on an ad-hoc basis to attend training sessions with portfolio managers in Canada and the United States.
Your background in financial services, a degree in business or a related discipline, combined with a CFP designation (or on the path to completion), and excellent planning and organizational skills has well prepared you for this role. If you are interested in pursuing this career opportunity, please submit your cover letter and resume.
Job Type: Full-time