Creating wealth and prosperity for Canadian families.
Toronto, Ontario
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company. Find an Assante advisor near you today: www.assante.com/findmyadvisor For legal and regulatory information, visit assante.com/legal.
Hybrid · Dorval
Make outbound calls to individuals and business owners on provided prospect lists, engage them professionally, and qualify potential clients according to established criteria. Secure qualified introductory meetings with a Wealth Advisor, follow up with prospects as appropriate, and comply with the practice’s scripts, processes, and requirements.