5.0
Dec 9, 2015
Current employee, more than 10 years
Calgary, AB
Recommend
CEO approval
Business Outlook
Pros
Financial planning - love helping clients to achieve their financial goals - The satisfaction job well done for clients to give them peace of mind
Cons
See clients start financial goals very late in life- --still able to guide them however options are limited - See clients worried about their future due to lack of financial resources