3.0Apr 21, 2021Financial advisorCurrent employeeToronto, ONRecommendCEO approvalBusiness OutlookProsHard to move up totallyConsDifficult management and work culture is toughShow 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
4.0Jun 17, 2026Senior risk analystCurrent employeeChicago, ILRecommendCEO approvalBusiness OutlookProsgood visibility, good work/life balance (got lucky and am in a good team)Conslittle to no upward momentum. not enough of a structure to support long term employees with competitive market rates.Show moreHelpfulShare