4.0Oct 30, 2025Financial advisor (afa)Current employeeVancouver, BCRecommendCEO approvalBusiness outlookProsGood benefits and good work life balanceConsManager is so important if they are supporting you will be goodShow more
5.0Jun 1, 2026Financial advisorFormer employee, more than 3 yearsRecommendCEO approvalBusiness outlookProsGood flatform to do holistic financial planning for clients. Stock purchase plan with company matchingConsThere is no commission anymore.Show moreHelpfulShare
4.0Jun 17, 2026Senior risk analystCurrent employeeChicago, ILRecommendCEO approvalBusiness outlookProsgood visibility, good work/life balance (got lucky and am in a good team)Conslittle to no upward momentum. not enough of a structure to support long term employees with competitive market rates.Show moreHelpfulShare