2.05 Feb 2025Associate financial advisor (afa)Current employee, more than 3 yearsWaterloo, ONRecommendCEO approvalBusiness outlookProsEasy processes and tools are pretty simpleConsNo training or growth opportunities unless you know someone who can help you with the promotionShow 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
4.017 Jun 2026Senior risk analystCurrent employeeChicago, ILRecommendCEO approvalBusiness outlookProsgood visibility, good work/life balance (got lucky and am in a good team)Conslittle to no upward momentum. not enough of a structure to support long term employees with competitive market rates.Show moreHelpfulShare