JOB TITLE:  Service Associate

BRANCH NAME:  The Andrews Group of Assante Capital Management Ltd.

BRANCH LOCATION:  London, ON

POSTING DATE:  October 31, 2025

APPLICATION DEADLINE:  N/A

HOURS PER WEEK:  Full-time

CONTACT:  Ian Waller, iwaller@ladderHR.ca

JOB DESCRIPTION

Do you want to make a meaningful impact in the lives of clients while supporting a high-performing wealth management team? We’re seeking a Service Associate—a proactive, detail-oriented professional who thrives on being the organizational “glue” that keeps everything running smoothly.

CI Assante Wealth Management is a well-established and growing firm, trusted for delivering wealth planning advice to discerning clients. In this role, you’ll primarily work behind the scenes to support advisors and ensure seamless client experiences, while also engaging directly with clients when needed.

This is a long-term opportunity to learn the wealth planning business, develop your knowledge, and grow with an evolving firm. If you’re looking for a career—not just a job—in financial services, this role is for you.

Learn more about our values and team: https://www.andrewsgroup.com/

Who You Are

• Upbeat, personable, and passionate about providing attentive and professional client service
• Naturally detail-oriented and dependable, with a strong sense of accountability
• Strong work ethic and high standards
• Calm, focused, and professional under pressure
• Trusted, empathetic, and tactful—able to build strong relationships with clients and colleagues
• Collaborative, adaptable, and eager to learn in a dynamic environment
• Open to constructive feedback
• Motivated by growth and by contributing to a team’s success

 

EXPERIENCE AND QUALIFICATIONS

• 2–3 years of experience in a client service or support role
• 2+ years in financial services or a related industry

Preference for candidates with the Canadian Securities Course and/or other wealth management training

Your Skills

• Excellent organizational, time management, and problem-solving abilities
• Accuracy and attention to detail in all tasks
• Strong written and verbal communication skills
• Ability to follow processes and manage competing priorities
• Tech-savvy and adaptable to new tools and systems
• Collaborative team player who contributes to a positive work environment
• Desire to expand knowledge in wealth management and financial services

 

DUTIES AND RESPONSIBILITIES

Key Responsibilities

• Prepare for client meetings (agendas, strategy notes, background materials)
• Assist with preparing and organizing client reports and documentation
• Support advisors’ workflows
• Draft and process paperwork for account openings/closings, transfers, trades, and KYC updates
• Communicate directly with clients to provide administrative updates and service support
• Maintain organized and accurate client records and data
• Support marketing and client engagement initiatives, including newsletters and events
• Assist with client interactions (answering phone calls, greeting clients) as needed
• Manage multiple projects and shifting priorities while maintaining attention to detail
• Uphold the highest standards of confidentiality, privacy, and integrity

 

ADDITIONAL NOTES

Why Join Us?

• Supportive, engaging team culture
• Ongoing training and professional development
• Career growth opportunities within an evolving firm
• Flexibility and autonomy in your work
• Competitive compensation: $55,000–$65,000 (commensurate with experience)
• Health and dental benefits
• RRSP matching program (after one year)
• Free downtown London parking

Pay: $55,000.00-$65,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• RRSP match

Education:

• DCS / DEC (preferred)

Experience:

• client service or support: 2 years (preferred)
• Financial services: 1 year (preferred)

Work Location: In person

 

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

Ian Waller: iwaller@ladderHR.ca

 

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

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.