Credential Financial Reviews

Updated Jun 8, 2020

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3.5
64%
Recommend to a Friend
82%
Approve of CEO
Credential Financial President & Chief Executive Officer Doce Tomic (no image)
Doce Tomic
9 Ratings
  1. "Good company"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Mutual Fund Administrator 
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Credential Financial full-time

    Pros

    good culture, good benefits, nice people

    Cons

    limited exposure to sun light during the day.

  2. "Good culture, solid pay, great opportunities"

    5.0
    Former Employee - Mutual Fund Administrator in Vancouver, BC
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Credential Financial full-time for more than a year

    Pros

    Enjoyed my time in this role. It lead to me getting a better role in a management position. Really enjoyed the people and atmosphere.

    Cons

    Pay wasn't as competitive as other firms.

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  3. Helpful (3)

    "Stay away!"

    2.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Vancouver, BC
    Doesn't Recommend
    Neutral Outlook
    No Opinion of CEO

    I worked at Credential Financial full-time for more than a year

    Pros

    People see the real face of the company quickly and leave. It's a big Pros for the employers. :)

    Cons

    tons of unefficient meetings, directors and managers are untouchlable and yet unqualified. Promotion is based on how many years spent. They burn a lot of money on stupid projects. When I say 'a lot', I mean 'A LOT'...

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  4. "great culture"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee 
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Credential Financial full-time for more than 3 years

    Pros

    nice people, good benefits, good culture

    Cons

    not a lot of room for groeth

  5. "Good place to work would be better if the pay was more"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
     
    Recommends
    Positive Outlook

    I have been working at Credential Financial

    Pros

    Great benefits, great pension love my co-workers

    Cons

    Pay is lower than industry standard. Efforts to discuss wage increase not responded to.

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  6. "good place"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Representative in Midtown Toronto, ON
    Recommends
    Positive Outlook

    I worked at Credential Financial full-time for more than a year

    Pros

    good company, good people, good environment

    Cons

    ok, good place to work

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  7. Helpful (4)

    "Great people, great work life balance, pay could be better"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Recommends
    Neutral Outlook

    I have been working at Credential Financial full-time

    Pros

    Great people, good hours, great benefits.

    Cons

    Pay is low. Hard to advance career.

  8. Helpful (4)

    "Stagnant Vision"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
     
    Recommends
    Neutral Outlook
    No Opinion of CEO

    I have been working at Credential Financial

    Pros

    Great people, decent benefits, generally good work-life balance

    Cons

    Advancement and movement within the company can be a bit slow, possible restriction on moving from your current position prior to 1 year

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  9. Helpful (3)

    "Great Company - management top heavy"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
     in Vancouver, BC
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Credential Financial for more than a year

    Pros

    Great career development and support, Great benefits and annual bonus structure, Start off salary great, Going through Lean to improve efficiencies.

    Cons

    Too many Chiefs not enough Indians Micro Management (in my experience) Not enough recognition for great work completed. Too much recognition to the wrong people.

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  10. Helpful (3)

    "Ok Company - Senior Management could use some work"

    2.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Vancouver, BC
    Doesn't Recommend
    Neutral Outlook
    No Opinion of CEO

    I worked at Credential Financial full-time for more than 3 years

    Pros

    Decent pay and benefits. Offers a firm matching RRSP program up to 6%. Sick days, personal days, and decent vacation leave.

    Cons

    Senior and Executive Management don't walk the talk of the corporate culture. People who are friends with the "right people" are promoted even though they are not qualified for the position. It is more about who you know that what you know. Every one knows who the favorites are in the organization and they can do no wrong!

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Found 23 reviews