Heritage Education Funds Reviews
71% would recommend to a friend
(32 total reviews)
Jason R.B. Maguire
70% approve of CEO
The latest conversations about Finance
3 hours ago
There’s a job that I think in a year I’d love to apply for. I’ve been at my current job 1 year and I love working here, however the leadership has shifted the culture to be so negative the last four months. I’ve had my eye on this company for a little while and they have a corporate controller role that would pay significantly more, and it’s a new role so alot of autonomy to form the role. It’s a step up and all benefits are better. Besides the negativity I love my job. Should I apply?
an hour ago
Hi all, I just received an offer from a small IR company here in SF to do their comms work, which I verbally accepted. I also just had a great interview with a wealth management firm, howeer. I would be doing actual research and analysis with further education opportunities. The pay is better and office is in a better location. What should my next steps be? I don't want to sign then withdraw, since it's a small company and I don't want to be an ass. TIA
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Top Review Highlights by Sentiment
Excerpts from user reviews, not authored by Glassdoor
- "good people and you get your basic experience" (in 7 reviews)
Found 32 of over 38 reviews
Updated Feb 3, 2023
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- 5.0Jun 10, 2016Senior ManagerCurrent Employee, less than 1 yearToronto, ON
- 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
- smaller company with not as much opporutnity for growth, but lots of opporutnity for cross-training
- 3.0Feb 3, 2023Customer Service Representative (CSR)Former Employee, more than 1 yearNorth Toronto, ON
Nice office. Family oriented workplace.
Hard to move up in the company
- 5.0Mar 20, 2015Anonymous EmployeeCurrent Employee, more than 10 years
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!
Cannot think of any cons to mention here.3
- 3.0Mar 12, 2013Sales RepresentativeCurrent Employee, more than 5 years
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.
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.
- 4.0Mar 27, 2015CommunicationsCurrent Employee, less than 1 year
- 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
- 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
- 3.0Dec 14, 2011Sales RepresentativeFormer EmployeeSaskatoon, SK
- Great income potential for successful candidates - Offering an outstanding product - Flexible hours and time off when needed
- 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
- 4.0Feb 10, 2009Sales RepresentativeCurrent EmployeeToronto, ON
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.
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.
- 5.0Jun 5, 2014Operations AssociateFormer Employee, more than 3 yearsNorth York, ON
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.
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
- 1.0Sept 2, 2014Anonymous EmployeeFormer Employee, more than 5 yearsToronto, ON
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
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
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.
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.