4.0Dec 22, 2025Investment representativeCurrent employee, more than 3 yearsMontreal, QCRecommendCEO approvalBusiness outlookProsStable, opportunity, good benefits, work/life balanceConsSystem error, high call volume, micro managementShow 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