1.0
Jan 24, 2026
Current employee, more than 8 years
Toronto, ON
Recommend
CEO approval
Business Outlook
Pros
Bank Holidays Good benefits Employees Expert advice centre
Cons
Directors completely out of touch with financial planners day today. Continue to add in new tasks and checkboxes that don't lead to results. I don't understand the point of the managers they don't help or support you. Tired orverworked stressed and no one cares. More work each year went from 425-500 clients to manage and they cut our bonuses 3 years in a row. The Math - add 75 more clients get paid the same