Heritage Education Funds - Fantastic people, wild west management | Glassdoor.ca

Employee Review

Employee Review

"Fantastic people, wild west management"

StarStarStarStarStar
  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - Anonymous Employee in Toronto, ON
Former Employee - Anonymous Employee in Toronto, ON
Doesn't Recommend
Neutral Outlook
No opinion of CEO

Pros

amazing group of people, lots of fun outings, great memories, worked on some really cool projects and gained experience.

Cons

lack-lustre product, questionable ethics, wild west (although some were great), and below average pay

Advice to Management

You need to drastically improve your product.

Other Employee Reviews

Other Employee Reviews

  1. 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.


  2. 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

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