5.0
Dec 18, 2016
Current employee, more than 1 year
Calgary, AB
Recommend
CEO approval
Business outlook
Pros
Democratic community, associates are treated with respect, primary focus is ensuring clients' needs come first before profits, vision and mission is in alignment with company culture, clients and associates love the environment, everyone is caring towards each other, the associates have their own offices with large windows, company is on the cutting edge of innovation with financial strategies, community initiatives, caring, competent, and very knowledgeable advisors
Cons
Changes in CRM, setting up the systems has been a process of learning, challenges in the beginning with associates who were not a good fit