Heritage Education Funds Reviews | Glassdoor.ca

Heritage Education Funds Reviews

24 reviews

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3.6
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Jason R.B. Maguire
8 Ratings

24 Employee Reviews

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  1. Helpful (1)

    "Great place to gain broad experience"

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

    I have been working at Heritage Education Funds full-time (More than a year)

    Pros

    Heritage is a great place to work. It's a small enough company that you have the opportunity to gain cross functional/departmental experience. A lot of the work is hands-on and so you have the opportunity to learn from the ground up. It is a great place for someone who wants to get involved and learn. The people are really supportive and great to work with.

    Cons

    A con and a pro, being a smaller company, people are called on to wear several hats at times. For some, this is great, and for others who prefer predictable tasks, this might not be desirable.


  2. "Good Company, but challenging sales position."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Sale Representative
    Former Employee - Sale Representative

    I worked at Heritage Education Funds (More than a year)

    Pros

    -Flexibility of time
    -Good training
    -Supportive
    -Entrepreneurial spirit

    Cons

    -RESP's are difficult to sell
    -Commission only
    -Have to find your own leads
    -Expensive licencing fees


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

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

    I have been working at Heritage Education Funds full-time (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!


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Helpful (1)

    "Everyone is friendly!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Approves of CEO

    I have been working at Heritage Education Funds (More than 3 years)

    Pros

    Nice work environment
    Employee Council that is always planning events

    Cons

    Contract pay is okay. Could be better


  6. "Do not work here"

    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
    Negative Outlook
    Disapproves of CEO

    I worked at Heritage Education Funds full-time (More than 3 years)

    Pros

    Plenty of social events for employees.

    Cons

    Management is not supportive of their employees and will only take care of themselves and not their subordinates. Its a "cut throat" atmosphere.

    Advice to Management

    Do not hire the relatives of current employees


  7. "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.


  8. 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.


  9. 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


  10. "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)


  11. Helpful (3)

    "I enjoy working here and my job; this year I will be celebrating my 15th anniversary with the company."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Heritage Education Funds full-time (More than 10 years)

    Pros

    Great open door policy, you can speak with anyone at the executive level.

    Cons

    Tight deadlines and a lot of projects on the go, all the time.

    Advice to Management

    Stick to only 3 - 4 projects per year... when there is too much on the go, you tend to miss stuff.


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