Heritage Education Funds Reviews | Glassdoor.ca

Heritage Education Funds Reviews

24 reviews

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Full-time Part-time

3.6
Star Star Star Star Star
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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"

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

    Star Star Star Star Star
    • 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!


  3. "Do not work here"

    Star Star Star Star Star
    • 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


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  5. "Fantastic people, wild west management"

    Star Star Star Star Star
    • 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.


  6. "associate enrolment director"

    Star Star Star Star Star
    • 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.


  7. Helpful (1)

    "Good Place"

    Star Star Star Star Star
    • 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


  8. "Marketing Associate"

    Star Star Star Star Star
    • 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)


  9. Helpful (1)

    "Very reasonable organization with a heart for treating their employees"

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

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

    Pros

    They have a good executive management team that is very easy to work with, reasonable and go out of their way to help out their teams. Plus, their social committee is a HUGE bonus!

    Cons

    Sometimes the lack of resources to adapt to the growing needs could be frustrating.

    Advice to Management

    Allocate the appropriate resources to support the growing need - have a BIG dream, but an even BIGGER strategy.


  10. "A Company That Does Not Have Direction or Empathy"

    Star Star Star Star Star
    • 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 5 years)

    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

    Advice to Management

    Get back to your roots.
    What happened to senior management?
    You no longer care about your staff or what value they bring to your company.
    Ever since senior management bought the company, management have been pompous about their positions.
    They were just lucky to be in the right place at the right time to purchase the company.
    Being owners of the company does not make senior management necessary experts at their current titles.


  11. Helpful (1)

    "Great company to grow with!"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Operations Associate in North York, ON
    Former Employee - Operations Associate in North York, ON
    Recommends
    Positive Outlook
    Approves of CEO

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

    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.

    Advice to Management

    Provide more backing to your senior leaders so that they can make sound decisions. Leadership training for our management team would be beneficial for the company growth.


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