Heritage Education Funds - associate enrolment director | Glassdoor.ca
  1. Helpful (1)

    "associate enrolment director"

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

    I worked at Heritage Education Funds part-time for 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.

    Heritage Education Funds2016-03-25

Other Employee Reviews

  1. "Join a tight knit Heritage team & truly make a difference!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Senior Manager in Toronto, ON
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Heritage Education Funds full-time for less than a year

    Pros

    - innovative company willing to pilot new ideas and projects; agile development - great benefits and social events - super friendly & creative team who truly want to make a difference

    Cons

    - smaller company with not as much opporutnity for growth, but lots of opporutnity for cross-training

    Advice to Management

    Keep growing and innovating!

    Heritage Education Funds2016-06-10
  2. "Good Company but mismanaged"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Accountant 
    Recommends
    Negative Outlook
    Approves of CEO

    I worked at Heritage Education Funds full-time for more than 8 years

    Pros

    Great people and executives and owners

    Cons

    No clear direction where the company is going.

    Advice to Management

    Nothing. They got sold.

    Heritage Education Funds2019-07-18

Discover more reviews about Heritage Education Funds.