Heritage Education Funds Reviews | Glassdoor.ca

Heritage Education Funds Reviews

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Found 25 reviews

3.6
StarStarStarStarStar
Rating TrendsRating Trends
80%
Recommend to a Friend
76%
Approve of CEO
Jason R.B. Maguire
8 Ratings
  1. "Join a tight knit Heritage team & truly make a difference!"

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

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

    Heritage Education Funds2016-06-10
  2. "Admin"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Toronto, ON
    Recommends

    I worked at Heritage Education Funds full-time for more than 2 years

    Pros

    Nice environment, nice people, gain experience if you are a new grad

    Cons

    less opportunity for personal growth

    Heritage Education Funds2019-01-10
  3. "Good Company, but challenging sales position."

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

    I worked at Heritage Education Funds for more than 2 years

    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

    Heritage Education Funds2016-09-23
  4. Helpful (1)

    "Great place to gain broad experience"

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

    I have been working at Heritage Education Funds full-time for more than 2 years

    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.

    Heritage Education Funds2016-06-10
  5. Helpful (1)

    "Everyone is friendly!"

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

    I have been working at Heritage Education Funds for more than 4 years

    Pros

    Nice work environment Employee Council that is always planning events

    Cons

    Contract pay is okay. Could be better

    Heritage Education Funds2016-05-26
  6. "Do not work here"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Toronto, ON
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Heritage Education Funds full-time for more than 4 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

    Heritage Education Funds2016-05-31
  7. "Fantastic people, wild west management"

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

    I worked at Heritage Education Funds

    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.

    Heritage Education Funds2016-04-27
  8. Helpful (1)

    "associate enrolment director"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Senior Management
    Former Employee - Anonymous Employee in Toronto, ON
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Heritage Education Funds part-time for more than 20 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.

    Heritage Education Funds2016-03-25
  9. Helpful (1)

    "Good Place"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Dealer Representative in Richmond Hill, ON
    Recommends
    Approves of CEO

    I have been working at Heritage Education Funds for more 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

    Heritage Education Funds2015-11-20
  10. "Marketing Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Marketing Associate in Toronto, ON
    Recommends
    Neutral Outlook

    I worked at Heritage Education Funds full-time for more than 6 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)

    Heritage Education Funds2015-11-14
Found 25 reviews