Gestion de patrimoine Assante
Assante Wealth Management
3.6 étoile(s) sur 5.
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Gestion de patrimoine Assante - Avis

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Intitulé du poste
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3.4Équilibre vie privée/professionnelle

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59 avis correspondant à votre rechercheVoir les 64 avis

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L'avis le plus utile, sélectionné par Indeed
Ma première expérience au Canada, très bonne expérience, Manager à l'écoute, collaborateurs jeunes et dynamiques.
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Productive and fun workplace with flexible hours.

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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Extensive work hours required to achieve success.

- 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

Points positifs

autonomy

Points négatifs

long hours
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Very poor management but very nice co-workers

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.

Points positifs

Free coffee, tea and hot chocolate, good benefits

Points négatifs

Bad managers, busy during RRSP season but not busy for some parts of the year.
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Summar

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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Productive & Fast Pace

The working environment is wonderful, the people are great which makes it feel more like family than co-workers/employers. My work day consists of placing of trades, tracking transfers, and interacting with clients and our Head Office on a daily basis.
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Worst place I have ever worked at

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.

Points positifs

Location

Points négatifs

poor pay, bad management and lack of progression.
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Fast paced enviroment

Kept you busy and one your toes. I learned so much, even for personal saving. My boss had me attend his lunch meeting with clients. Overall, Super fun job
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Teaching, Networking and Event Planning

Working with Assante Wealth Managment was the best step in my career. This job had a number a diverse opportunities for me to seize. I learned so much in my time with Assante, it is hard to pin point one thing that I learned. I worked with many amazing individuals who were so kind and generous with their knowledge and experience I felt like a sponge taking in all their comments,critiques and direction - each was a teaching moment I embraced. Assante allowed me to develop training programs that took me across Ontario to teach other Administrative Assistants about our products. Event Planning came in the picture because I was required to locate, book venues, prepare and set up for all the training sessions stretching from St. Catharines to Pickering to Thunder Bay. Networking came hand in hand with both the Teaching and Event Planning aspect of the jobs. My supervisors gave me the reigns to make the job what I envisioned it to be.

Points positifs

Meeting People, Networking, Learning, Teaching

Points négatifs

Travel away from Home
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Productive

Busy and always have something new to learn. I have learned how to process documents and different investment products type. Mixed culture. Nothing is hard about the job. To meet other people and the continuous learning.

Points positifs

Free Beverage, near subway

Points négatifs

nothing I can think of now.
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All contingent upon the Advisor and your Team

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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Assante Wealth Management

Pros -Management -Great work environment -room for advancement -free coffee - easy work -coworkers Cons -office life -repetitive work -unsatisfying work
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Challenging Place

I really enjoyed my colleagues, they were all really great people to work along side.I absolutely love working at Assante. Not only is my team collaborative and supportive but the entire company is as a whole.

Points positifs

Good People

Points négatifs

Long hours
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Great Financial Office

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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Close knit team

First job out of school has been a learning experience working in a high stress work environment. Learned how to find prospects and market new products.
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Stable and local to home

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.

Points positifs

local to home

Points négatifs

small office - easy to get caught up in drama
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Management

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.

Points positifs

No comment

Points négatifs

Management fighting
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Hard Place to Work

Most Assante advisors work independently for the main company in Toronto. I had the opportunity to work for one of them who was a complete micromanaging tyrant who made you feel totally incompetent and like you were an idiot. The actual team at Assante head office and other locations from my experience were very generous with their time and knowledge. I just happened to find the one Advisor who didn't look at your positive contributions to his business, but focused on any mistake made in the office. None of which were ever seen by or affected the actual client directly. I would return to Assante in a heart beat - under a different advisor.
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Great Management and Staff

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.

Points positifs

Games and Lunch Rooms

Points négatifs

Much Over Time Required
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Professional workplace with helpful employees

I enjoyed my time working at Assante. My co-workers were friendly and welcoming, and I was trained well for my position. As the administrative assistant I made a lot of cold calls which were difficult at first but I learned better communication skills.
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Productive, great lunch rooms, big screen TVs

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.

Points positifs

Free food and wine at semi-annual company parties. Great facility.

Points négatifs

No advancement opportunities.
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Note globale

3.6

D'après 64 avis
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4
25
3
9
2
10
1
4

Notes par catégorie

3.4Équilibre vie professionnelle / personnelle
3.2Salaire / avantages sociaux
3.1Sécurité de l'emploi / évolution de carrière
3.3Direction
3.3Culture d'entreprise

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