3.0Dec 14, 2017Anonymous employeeCurrent employeeRecommendCEO approvalBusiness OutlookProsAwesome work life balance existsConsUncertainty surrounding acquisition; Lack of diversityShow more
5.0Jun 1, 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
1.0Jul 1, 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