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Join a dynamic and growing company!

If the following describes you, let's talk:

  • Entrepreneurial spirit and keen business sense
  • 10 years industry experience with proven track record
  • Minimum $20 million mutual fund/managed money book or $200,000 gross revenue and growing
  • Emphasis on recurring revenue: low asset turnover
  • Assets per client/household higher than industry average and enjoying above-average growth in revenue
  • Full licensing (mutual funds, securities, insurance)
  • Multiple industry or professional designations
  • Clean compliance record
  • Committed to a holistic and integrated wealth management approach that is client focused
  • Managed money proponent
  • Viewing the stability and infrastructure of your corporate partner as an essential requirement

Contact us today for a confidential conversation:


R.E. (Bob) Roy, FMA, FCSI, CSA
Vice President, Advisor Recruiting
Western Canada
Eric Lauzon
Vice President, Business Development & Recruiting
Eastern Canada
Georgie Messner
Coordinator,
Recruiting Services

200, 340 12th Avenue SW
Calgary, AB  T2R 1L5
8301 Transcanadienne
St. Laurent, Quebec H4S 1Z1
1900 - 360 Main Street
Winnepeg, MB  R3C 3Z3
Toll Free: 1-866-543-1523
Phone: (403) 543-1525
Fax: (403) 543-1584
E-mail: rroy@assante.com
Phone: (514) 832-5166
Cell: (514) 235-8225
Fax: (514) 832- 5279
E-mail: elauzon@assante.com

Toll Free: 1-800-267-1730
Phone: (204) 954-5019
Cell: (204) 227-6157
Fax: (204) 954-5025
E-mail: gmessner@assante.com