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Heritage Education Funds

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Heritage Education Funds

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Heritage Education Funds Reviews

3.3

71% would recommend to a friend

(32 total reviews)

Jason R.B. Maguire

70% approve of CEO

Ratings by category

3.6

Culture and Values

3.6

Diversity and Inclusion

3.5

Work/Life Balance

3.1

Career Opportunities

3.0

Compensation and Benefits

2.9

Senior Management

Ratings distribution

5 stars

28%

4 stars

16%

3 stars

34%

2 stars

9%

1 star

13%

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Top Review Highlights by Sentiment

Excerpts from user reviews, not authored by Glassdoor

Pros
  • "good people and you get your basic experience(in 7 reviews)
Cons
    There are no cons to display at this time.
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Found 32 of over 38 reviews

Updated Feb 3, 2023

    1. 5.0
      Jun 10, 2016
      Senior Manager
      Current Employee, less than 1 year
      Toronto, ON
      Recommend
      CEO Approval
      Business Outlook

      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

      1. 3.0
        Feb 3, 2023
        Customer Service Representative (CSR)
        Former Employee, more than 1 year
        North Toronto, ON
        Recommend
        CEO Approval
        Business Outlook

        Pros

        Nice office. Family oriented workplace.

        Cons

        Hard to move up in the company

      2. Join the Heritage Education Funds team
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        1. 3.0
          Oct 16, 2021
          Auditor
          Former Employee, more than 8 years
          Toronto, ON
          Recommend
          CEO Approval
          Business Outlook

          Pros

          Co-workers were great to work with.

          Cons

          Minimal opportunities for career growth.

          1. 5.0
            Mar 20, 2015
            Anonymous Employee
            Current Employee, more than 10 years
            Recommend
            CEO Approval
            Business Outlook

            Pros

            I would recommend the company to anyone, from a young graduate seeking to get into a financial industry to an established professional or executive with a lot of experience. It is a great company that let's you grow professionally, I mean, they get you involved with really cool and interesting projects, you get to acquire new skills that you can put on your resume, they even pay for your education.. of course if it is consistent with the goals of the department you are in. Heritage promotes often, they value their employees and let them move forward. I have seen people spending 7-8 years there and it feels like they have changed 2-3 careers without moving out of the company! That's cool considering you get to grow professionally without a hassle of looking for a new job! Management is really good - from the business owners to front line managers - you can tell they care and it transpires onto the teams as well. And a big bonus - Heritage is actually doing something very good for Canadians and for the future of Canadian kids! Lots of employees are so attached to the company because they believe in the product and service we give to our customers - we help parents save for their kids future post-secondary education! I wish someone had done it for me when I was a kid. So yeah, come and join Heritage, you won't regret! And when you do, knock on the 5th door from reception, because I will still be there and will be happy to say hi to you!

            Cons

            Cannot think of any cons to mention here.

            3
            1. 3.0
              Mar 12, 2013
              Sales Representative
              Current Employee, more than 5 years
              Recommend
              CEO Approval
              Business Outlook

              Pros

              The best part of the job is that you can have the freedom to work the job when you want. It can be rewarded once you have a clientel base underneath you. Great as a part time position, but difficult if pursuing full time employment. Can pay very well if you work hard at it.

              Cons

              Heritage is a commision based position in which what you put into it is what you get out of it. The first years are difficult because you must prospect your own leads, market your own product, and follow up with clients. It is the all in one sales position. Diffucult to develop in the first 3 years, smooths out out once you have a clientel.

              1. 4.0
                Mar 27, 2015
                Communications
                Current Employee, less than 1 year
                Recommend
                CEO Approval
                Business Outlook

                Pros

                - Enthusiastic, motivated staff with a genuine love of the product - Management and executive leadership encourage creativity and the sharing of ideas - Everyone has a voice in how the company operates (top level management actually listens) - Plenty of opportunities for advancement (the company likes to promote from within) - Constantly evolving business practices to take advantages of emerging technologies (e.g. new social media platforms) - Highly competitive compensation and benefits packages - Field that changes from year to year, with an increasingly strong demand for our product (as tuition fees increase) - Dynamite social committee that plans exciting events all year 'round, really making you feel valued

                Cons

                - The industry itself is tightly regulated and constantly under media scrutiny - Head office is in North York, which could be a good or bad thing (your mileage may vary)

                1
                1. 3.0
                  Dec 14, 2011
                  Sales Representative
                  Former Employee
                  Saskatoon, SK
                  Recommend
                  CEO Approval
                  Business Outlook

                  Pros

                  - Great income potential for successful candidates - Offering an outstanding product - Flexible hours and time off when needed

                  Cons

                  - VERY expensive to get started -VERY regulated.. can not advertise without sending all materials through compliance, can not have business cards made unless they are made through head office and they charge too much. -No help to gain leads for new reps -Rewards and recognition only kick in when you are at the very top of the company, so you have very little motivation from the team when its needed most - in the beginning.

                  1
                  1. 4.0
                    Feb 10, 2009
                    Sales Representative
                    Current Employee
                    Toronto, ON
                    Recommend
                    CEO Approval
                    Business Outlook

                    Pros

                    You have the ability to set your own hours,. There is an unlimited commission pay structure. There are really great promotions to encourage you to work hard and be productive. You get to work from home and set your own hours. Once you build a customer base you will have "bonus" babies to existing clients as well as referrals.

                    Cons

                    Flipside of commission - you are strictly on commission, you must pay for all of your own marketing materials. It's tough to get started without a doubt.

                    1. 5.0
                      Jun 5, 2014
                      Operations Associate
                      Former Employee, more than 3 years
                      North York, ON
                      Recommend
                      CEO Approval
                      Business Outlook

                      Pros

                      Lots of opportunity to grow with time, effort and commitment. Throughout my experience I worked in Customer service, Agency Service and was also promoted within Agency Services. Although I decided to pursue my career in Marketing elsewhere, I had lots of support from my management and senior leader.

                      Cons

                      Lack of HR support. Because the business is ran by the 3 owners, I find that sometimes it hard for them to make decisions which takes longer to get things done.

                      1
                      1. 1.0
                        Sept 2, 2014
                        Anonymous Employee
                        Former Employee, more than 5 years
                        Toronto, ON
                        Recommend
                        CEO Approval
                        Business Outlook

                        Pros

                        Fellow employees are great to work with. Senior management are rarely available to bother you or listen to you Close to transit. No need to use your car

                        Cons

                        Lack of Direction Lack of communication with management Not sure what products are we selling (RESP?, Mortgages? Mutual Funds? Insurance?) Pay grade is slightly above average, but struggle to get next pay raise. Too many complaints from customers and not enough resources to deal with the overwhelming complaints

                      Viewing 1 - 10 of 32 Reviews
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                      Heritage Education Funds Reviews FAQs

                      Heritage Education Funds has an overall rating of 3.3 out of 5, based on over 38 reviews left anonymously by employees. 71% of employees would recommend working at Heritage Education Funds to a friend and 49% have a positive outlook for the business. This rating has improved by 1% over the last 12 months.

                      According to anonymously submitted Glassdoor reviews, Heritage Education Funds employees rate their compensation and benefits as 3.0 out of 5. Find out more about salaries and benefits at Heritage Education Funds. This rating has been stable over the past 12 months.

                      71% of Heritage Education Funds employees would recommend working there to a friend based on Glassdoor reviews. Employees also rated Heritage Education Funds 3.5 out of 5 for work life balance, 3.6 for culture and values and 3.1 for career opportunities.

                      Popular Conversations

                      Interview Tips

                      Feel free to post any interview questions you might be asked and I’ll help you compose an effective response :)

                      VP of Sales/director of Business Development

                      During the first screening interview I have been asked at times about my job search status and if I am talking to others. While this is probably a question they have no right to ask, I wonder if there is a right or wrong answer. If I say I am interviewing with 2-3 companies, they may feel it is not worth the extra effort to continue the discussion. If I say I am not actively interviewing, it may be a negative sign. Any idea about where they are coming from? (WFH & free agent for a while)

                      1
                      2 Comments

                      Recruiting Coordinator

                      Hello! I have two interviews, one tomorrow & another one on Friday. I'm preparing cause I feel that I'm not very good at them & I hate that. So, I'm researching, taking notes & praying a whole lot lol! Is it okay to refer to notes during an interview? Should I ask interviewer if it's okay? I wanna do my best & feel it'll help some ... a little more confidence I guess!

                      9
                      3 Comments

                      Arizona State University

                      Can someone provide insights into what to expect during a DevOps internship interview?

                      1
                      0 Comments

                      Glassdoor has 38 Heritage Education Funds reviews submitted anonymously by Heritage Education Funds employees. Read employee reviews and ratings on Glassdoor to decide if Heritage Education Funds is right for you.