5.023 Sept 2023Financial services associateCurrent employee, more than 1 yearRecommendCEO approvalBusiness outlookProsGreat leadership, learn lots in the role, work along closely with Financial Advisors so you gain lots of knowledgeConsPay is low for the amount of work we doShow more
5.01 Jun 2026Financial advisorFormer employee, more than 3 yearsRecommendCEO approvalBusiness outlookProsGood flatform to do holistic financial planning for clients. Stock purchase plan with company matchingConsThere is no commission anymore.Show moreHelpfulShare
1.01 Jul 2026DirectorCurrent employee, more than 3 yearsRecommendCEO approvalBusiness outlookProsThe NY location is close to Grand Central StationConsSlow Canadian culture that finds it challenging to meet US regulatory standards. Executives play favorites and gaslight employees, if you voice your opinion, they either silence you or try to manage you out with exaggerated "performance issues"Show moreHelpfulShare