5.0Sep 25, 2024Client service representativeCurrent employee, more than 1 yearMississauga, ONRecommendCEO approvalBusiness OutlookProsgreat atmosphere to work with and very inclusiveConsthere is not really a downsideShow 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
2.0Jul 15, 2026Senior associateFormer employee, more than 1 yearBoston, MARecommendCEO approvalBusiness OutlookProsgreat location and would suggest for someone straight out of college.ConsNot much room for growthShow moreHelpfulShare