3.0Dec 18, 2020Financial service representative (fsr)Current employeeToronto, ONRecommendCEO approvalBusiness outlookProsGood benefits Get to learn everything e.g : mortgage, investments, and account openingsConsUsing very old software Confusing when you do certain transactions can be made easyShow 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
1.0Jul 1, 2026DirectorCurrent employee, more than 3 yearsRecommendCEO approvalBusiness outlookProsThe NY location is close to Grand Central StationConsSlow Canadian culture that finds it challenging to meet US regulatory standards. Executives play favorites and gaslight employees, if you voice your opinion, they either silence you or try to manage you out with exaggerated "performance issues"Show moreHelpfulShare