Client Relationship Associate

JOB TITLE:  Client Relationship Associate

BRANCH NAME:  Brott, Simard and Associates of Assante Financial Management Ltd.

BRANCH LOCATION:  North Bay, Ontario

POSTING DATE:  August 13, 2025

APPLICATION DEADLINE:  Until Filled

HOURS PER WEEK:  44

CONTACT:  tbrott@assante.com

JOB DESCRIPTION:

We are seeking a dedicated and client-centric Client Relationship Associate to join our thriving independent wealth management team in North Bay, Ontario. This role offers a unique opportunity to work in a top-tier practice. We are committed to the long-term financial wellness of our clients by making the complex simple with tax-efficient financial plans.

EXPERIENCE AND QUALIFICATIONS:

• Must be licensed in mutual funds.
• Insurance license is a plus; willingness to obtain is required.
• CFP designation is preferred—willingness to work towards is expected.
• Bilingual.

DUTIES AND RESPONSIBILITIES:

• Manage client service strategy, including booking appointments with existing clients.
• Collaborate on comprehensive, personalized financial plans tailored to individual client needs.
• Foster strong client relationships with a focus on long-term financial success.
• Collaborate with team members to deliver exceptional service and advice.

ADDITIONAL NOTES:

Our Practice Ethos:

• Client-centric approach with a focus on long-term financial wellness.
• Making the complex simple.

Compensation & Benefits:

• Salary: $60,000+
• Performance-based bonuses.
• Car allowance.
• Comprehensive benefits package.
• Succession opportunities based on performance and fit.

Please apply with your current resume and a cover letter to:

Thom Brott: tbrott@assante.com

We thank all applicants but only those selected for an interview will be contacted.