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 19 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. Helpful (1)

    "Extremely nice place to work"

    StarStarStarStarStar
      Former Employee - Anonymous Employee 
      Recommends
      Positive Outlook
      Approves of CEO

      I worked at Heritage Education Funds

      Pros

      Heritage Education Funds have a fostering environment filled with people who value growth of the company as much as the growth of each individual contributing.

      Cons

      Can be a bit too relaxing sometimes, may not be for people who need constant challenges in their lives.

      Heritage Education Funds2015-02-15
    • "Admin"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Anonymous Employee in Toronto, ON
      Recommends

      I worked at Heritage Education Funds full-time for more than a year

      Pros

      Nice environment, nice people, gain experience if you are a new grad

      Cons

      less opportunity for personal growth

      Heritage Education Funds2019-01-10

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