Working at Knowledge First Financial | Glassdoor.ca

Knowledge First Financial Overview

Mississauga, ON
51 to 200 employees
1965
Private Practice / Firm
Investment Banking & Asset Management
$100 to $500 million (CAD) per year
Give your child a bright future with help from an RESP leader.

Our leadership in registered education savings plans will help you provide the best opportunities for your child with the knowledge they’ll gain through post-secondary ... Read more

Mission: As recognized RESP specialists, ensure Canadians maximize their education savings to help students realize life's possibilities.

Company Updates

  • Knowledge First Financial has been recognized on the 2018 Best Workplaces™ for Women list by Great Place to Work!

    Best Workplaces™ for Women

    Great Place to Work® is pleased to announce the 2018 list of Canada's Best Workplaces™ for Women.

  • Knowledge First Financial is happy help The Mississauga Food Bank Annual Thanksgiving Campaign reach their goal of 100,000 pounds of food by October 12, by donating over 600lbs of food. Thanks team for all your help.

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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 two trampoline dodgeball teams, 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, Office Olympics, and so much more.





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 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. 


Knowledge First Financial Reviews

4.5
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Approve of CEO
Knowledge First Financial President and CEO George Hopkinson
George Hopkinson
13 Ratings
  • "Great place to work"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Knowledge First Financial full-time

    Pros

    People are friendly, nice environment to work in.

    Cons

    Job can be high pressure

See All 25 Reviews

Knowledge First Financial Photos

Knowledge First Financial photo of: Christmas time at Knowledge First Financial
Knowledge First Financial photo of: Thanksgiving Food Drive 2018
Knowledge First Financial photo of: Office Olympics Winners 2018
Knowledge First Financial photo of: Halloween 2018
Knowledge First Financial photo of: Flag making for the Knowledge First Financial Office Olympics
Knowledge First Financial photo of: Halloween 2018
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Knowledge First Financial Interviews

Experience

Experience
71%
0%
29%

Getting an Interview

Getting an Interview
58%
14%
14%
14

Difficulty

2.7
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

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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

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