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Investia Financial Services

Is this your company?

great company - Branch Manager Investia Financial Services Employee Review

5.0
Jul 17, 2024
Recommend
CEO approval
Business outlook

Pros

independence and latest technology for a financial advisor.

Cons

no free lunch at Investia,

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Investia Financial Services Response
1y
Thank you for your feedback. We are happy that you enjoy working at iA. Bests wishes.

Explore other reviews about Investia Financial Services

1.0
Jan 27, 2026
Recommend
CEO approval
Business outlook

Pros

- Benefits - Diversity and Inclusion - Work/life balance

Cons

- Limited or Lack of training - Bureaucracy - Lack of Support (to both employees and Investment Advisord) - Unqualified Executive (Peter Principle) - Decisions favour/benefit the company (Investia) at the expense of employees and associates (Investment Advisors) - growth through acquisition has led to increasingly reduced service and support to both employees and particularly to investment advisors: too big, too fast

3.0
Dec 29, 2025
Recommend
CEO approval
Business outlook

Pros

Salary and work at home perks are good

Cons

training is inconsistent, things are often not explained well. Management doesn't see compliance as an asset and does everything possible now to minimize the expense. Expect micromanaging of your tasks

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