Heritage Education Funds - associate enrolment director | Glassdoor.ca

Employee Review

Employee Review

Helpful (1)

"associate enrolment director"

StarStarStarStarStar
  • Work/Life Balance
  • Culture & Values
  • Senior Management
Former Employee - Anonymous Employee in Toronto, ON
Former Employee - Anonymous Employee in Toronto, ON
Doesn't Recommend
Negative Outlook
Disapproves of CEO

I worked at Heritage Education Funds part-time (More than 10 years)

Pros

its good door opener for financial advise

Cons

The upfront fee , which the company gives fancy names like membership fee or scholarship fee.The portfolio is fill of bonds and hardly any equity into it. I wonder why no certified financial planner sells Heritage product or in general group RESP. Most of group resp is sold to immigrants , who do not understand English very well. I feel guilty by selling group resp to my clients in past.

Advice to Management

You should revamp the Portfolio and hire educated professionals as sales person, instead of cab drivers or house wives. You should give a choice to client to have NO sales charges and now please do not tell me that you have Impression plan , which is not even 1 percent of sales and mostly agent sells group resp by not explaining upfront fees.

Other Employee Reviews

Other Employee Reviews

  1. Helpful (1)

    "Good Place"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Dealer Representative in Richmond Hill, ON
    Current Employee - Dealer Representative in Richmond Hill, ON
    Recommends
    Approves of CEO

    I have been working at Heritage Education Funds (Less than a year)

    Pros

    Flexibility of time
    Good income if you sell well
    Support

    Cons

    Hard to sell RESP, not easy at all , you have to find a way to get sales leads


  2. "Marketing Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Associate in Toronto, ON
    Former Employee - Marketing Associate in Toronto, ON
    Recommends
    Neutral Outlook

    I worked at Heritage Education Funds full-time (More than 5 years)

    Pros

    friendly work environment, good work life balance,training and professional enrichment opportunities

    Cons

    lack of room for advancement, not a very professional environment, lack of acknowledgement and advancement opportunities for employees, under industry average pay rate, minimal year end bonus

    Advice to Management

    invest in your people and company (IT solutions and software)

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