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Assante First Avenue of CI Assante Wealth Management

Verified Job Source

Helping You Make Smart Decisions About Your Money

Saskatoon, Saskatchewan

Financial Services
1–10 people

About

Assante First Avenue of CI Assante Wealth Management is a full service wealth management firm in Saskatoon, SK. We work primarily with business owner families with complex planning needs. Our in-house planning experts advise our clients on all facets of their financial lives including cash flow, tax planning, transition and succession, corporate structures, estate wishes and will drafting, and so much more. We use a straightforward, evidence-based approach to investing combined with a meticulously integrated wealth planning process and superb reporting. You'll always know where you are in relation to your financial goals. Visit www.assante.com/legal for important legal and regulatory disclosures.

Open positions

Financial Operations Team Member

On-site · Saskatoon

Support the operations behind client relationships and help deliver exceptional service to clients. Take ownership of responsibilities and contribute to the success of clients and the team.