Working at Knowledge First Financial | Glassdoor.ca

Knowledge First Financial Overview

Mississauga, ON
51 to 200 employees
1965
Non-profit Organisation
Investment Banking & Asset Management
$5 to $10 billion (CAD) per year
At Knowledge First Financial, we are committed to inspiring students to realize life’s possibilities by enabling families to maximize their education savings through RESP Specialists. Since 1965, the company has paid $6.6 billion to customers and students. With ... Read more

Mission: Inspiring students to realize life's possibilities by enabling families to maximize their education savings through RESP Specialists.

Knowledge First Financial – Why Work For Us?


At Knowledge First Financial, we work hard but we also know the importance including a little fun at work. This is why we have some fun perks such as half-days on the Fridays prior to long-weekends in the Summer, fitbit contests, fun events throughout the year such as barbeques, company-wide lunches, holiday parties, pumpkin carving contests, ugly holiday sweater competitions, Pie the Leader, Office Olympics, and so much more.

Knowledge First Financial has a wonderful Rewards and Recognition program that acknowledges employees' Birthdays and Anniversaries. This program also allows employees to recognize their co-workers' contributions by giving them a kudos.  Management is able to nominate employees for an Excellence Award to recognize their hard work and dedication to the company, and an Innovation Award to reward employee innovation. 





I have been a sales representative with Knowledge First (KFF/previously named USC Education Savings Plans) for 19 years. It has been a great career.
I first heard about the program from a friend who referred me to an agent. They had started plans for their children. We started plans for our 3 year old son right away, both of us knowing the value of an education. When my daughter was born in 1998 I called our agent to come and start a plan for her. When we met we were informed the CESG (Canada Education Savings Grant) had just started and so began a plan for our youngest and applied for the grant for our son.
After the meeting, thinking what a wonderful opportunity this was for young families, I decided to pursue a career with KFF. Offering a plan with secure savings, great interest and the grant (and a great company history) to help pay for their children’s education seemed a wonderful opportunity for both myself and the families I could help.
Working with KFF over the years has allowed me to have a great life, make a great living and be there to raise my children. Having the freedom to set my own schedule I could be home when needed, offer my children many opportunities, attend all the important events and have family vacations (as well as a few perks for myself). Being an agent for KFF gave me the ability to earn the income needed to enjoy these opportunities as well.
My children are now 25 and 20 years old. Both are in the process of earning engineering degrees paid for with KFF RESP’s. Independently and on their own, both of my children have numerous times thanked me for being there and allowing them to grow up with a parent at home. They have both also thanked me for having the foresight to save for their education as they watch their friends struggling financially to educate themselves.
Now I am on my own and working with KFF is still wonderful. I still earn a great living and have the freedom to do as I please. I am not chained to a desk, held captive in an office or tied to a schedule. I look forward to remain doing what I do for years to come (really) because of the lifestyle this career has allowed me to enjoy.

Kim Aitkens Campbell
Sales Representative
Knowledge First Financial


Knowledge First Financial Reviews

4.6
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Knowledge First Financial President and CEO George Hopkinson
George Hopkinson
16 Ratings
  • "7 years experience in Payroll Management and Human resources."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Officer in Toronto, ON
    Current Employee - Officer in Toronto, ON
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Knowledge First Financial full-time (More than 10 years)

    Pros

    I want to take new challenges for develop my skills and career.

    Cons

    Setup organizational goal and achievement target.

    Advice to Management

    Need more financial budget for gap skills full fill where is the management expect skills.

See All 29 Reviews

Knowledge First Financial Photos

Knowledge First Financial photo of: Christmas time at Knowledge First Financial
Knowledge First Financial photo of: Innovation Room Library
Knowledge First Financial photo of: Knowledge First Holiday Party 2018
Knowledge First Financial photo of: Innovation Room
Knowledge First Financial photo of: Holiday Helpers Workshop 2018
Knowledge First Financial photo of: Thanksgiving Food Drive 2018
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Knowledge First Financial Interviews

Experience

Experience
63%
12%
25%

Getting an Interview

Getting an Interview
51%
25%
12%
12

Difficulty

2.5
Average

Difficulty

Hard
Average
Easy
  1.  

    conseiller en plan bourse d'étude Interview

    Anonymous Employee in Montreal, QC
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 2 weeks. I interviewed at Knowledge First Financial (Montreal, QC) in June-2017.

    Interview

    le processus comprend 2 étapes, la première est une rencontre pour expliqué les détails du travail et le système de commission, et la deuxième étape est l'inscription au cours de l'entreprise et le test à passer avant d'envoyer le dossier à l'AMF

    Interview Questions

See All 8 Interviews

Knowledge First Financial Awards & Accolades

  • Great Place to Work Certified, Great Place to Work Institute Canada, 2018
  • 50 Best Workplaces™ for Women, Great Place to Work Institute, 2018
  • Great Place to Work Certified, Great Place to Work Canada, 2019
  • Best Workplaces in Financial Services & Insurance, Great Place to Work Institute, 2018
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