5.0Feb 26, 2025Client service representativeCurrent employee, less than 1 yearWaterloo, ONRecommendCEO approvalBusiness OutlookProsgood benefits and management teamConswork more than we paidShow 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