3.018 Oct 2022Financial services associateCurrent employeeRecommendCEO approvalBusiness outlookPros-work environment is great, the supervisor is helpful and the management is professionalConsthe salary for this position is low, the workload is much more than exceptedShow 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