Financial Security Advisor (Former Employee) – Burlington, ON – 15 April 2017
Freedom 55 is a good place to learn about the realities of being a financial advisor. Co-workers and managers commit to helping all new advisor's learn the business and develop. An emphasis on cold calling would help future advisors.
Financial Security Advisor (Former Employee) – Toronto, ON – 31 December 2016
A lot of time spent on the phone and a lot of nights spent travelling to meetings. If you do not have a good base of people that you can call in the first year of work, it will prove difficult to succeed. If you are a Type A personality, it will be easier.
It is impressive to see the support given by this company. On a typical work day , I enter the office greeted by wonderful support staff at front desk. Then I go to a joint work space to discuss, files and get support from other advisors. All in all a wonderful work environment
Administrative Associate (Current Employee) – Calgary, AB – 2 November 2016
Opening the financial center in a timely matter. Answering customer and advisor calls and emails. Processing payments and investments for clients. Sorting and distributing daily mail. Organizing office events.
This job is great for mature individuals who already have experience and connections in financial industry. These types of people can make a ton of money fast from their existing book of business. Others may have a hard time due to cold prospecting that is required. A full-commission environment is not ideal for everyone - especially young individuals who are just coming out of school and are not well connected to friends that have $100,000k or more savings. If you can work in this environment it is potentially the best job because of the work/life balance and pay. If you try to work here good luck!
work/life balance, pay, holistic product shelf, great product specialists
slow starting-up for new advisors, investment personnel in office can only advise on Quadrus investments, which are very sub-par in the industry
Productive and fun place to work with great office culture
Marketing Associate (Current Employee) – Mississauga, ON – 2 July 2016
A career at Freedom 55 Financial offers more than industry specific skill training - it has allowed me to build a foundation of client and business partner relationships. The most enjoyable part of my job is working alongside the advisors and the management team and streamlining work processes. There is no typical day - each day comes with its own surprises, new teachings and opportunities for growth.