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Heritage Education Funds Reviews
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    Heritage Education Funds Reviews

    24 reviews

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    Full-timePart-time
    3.6
    StarStarStarStarStar
    Rating TrendsRating Trends
    Recommend to a friend
    Approve of CEO
    (no image)
    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

    4. 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

    5. "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

    6. "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.

    7. "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.

    8. 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

    9. "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)

    10. 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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