Investors Group Employer Reviews

A typical day with Investors Group requires a lot of planning. One must arrange meetings with clients and in the evening must meet with potential clients and discuss their financial needs.

The job is 100% commision which means you are given the opportunity to determine your own salary. The harder you work, the bigger the financial reward could potentially – more... be! – less

I started out working with this company in the mailroom, than I was promoted to a data entry clerk. Both positions I enjoyed. It was a fun place to work with lots of comadrie between employees because we were all female around the same age.

Really enjoyed working here,
Hours were pretty good
Also office so very enjoyable

Part of my placement allowed me to shadow consultants and assist them in their daily activities.

 Organized conferences, seminars and information sessions for potential clients and presented business development snapshots
 Consistently met established sales referral and promotional sales goals
 Analysed financial plans and provided “second opinions”

Servicing client visting at their home, more personal touch

I start at 7:30 am every morning. I have a busy morning preparing and balancing reports that have deadlines. I also handle cheques and communicate with the Treasury department several times a day. I really enjoy my department as we have a great team that have been working together for a long time. And we have a great group leader who communicates well – more... with our team. – less

assisted consultant in looking after the needs of the clients. processed orders, paperwork for all aspects of a client's portfolio, filing, typing, follow up, arranging appointments. co-workers were a big help in assisting with things unfamiliar to me. management was committed and very professional.most enjoyable part of the job was assisting clients – more... with their many requests. the hardest part was not having enough work to fill a day. – less

Management only cares about you making money, so they get more money, due to their "cut". If you're unhappy there, they try to talk you into staying anyway, cause again, they make money off recruits. It's all commission, so if you fail, you fail hard...but if you want to succeed, you pretty much are always focused on work and don't have much of a life – more... outside of work. – less

- Working with individuals and families, educating them based upon client-identified needs
- Assisted individuals and families to make the right decision
- problem solving

Helping client and placing the right policy and coverage for their best interest was the most enjoyable part of my job

The hardest part of the job is the fact being self-employed – more... and not having an steady income.

Great management and friendly office enviroment – less

typical day at work would be sitting at a desk making phone calls, confirming and booking appointments, etc.
what i learn is that i like to do administrative work and i like to work in a office environment a lot.
got along with co-workers
hardest part of the job was just sitting at my desk for long periods of time, but i'm not complaining.
enjoyable – more... part, all the different people i got to speak with and communicate with. – less

While working at Investors Group, I found the atmosphere very professional and very supportive. The focus always remained on what was best for the client. In that regard, all of our professionals were ready to sit down with us at any point in time and talk client options with us.

It was an environment where you were constantly learning. Investors Group – more... would recruit various professionals to speak on different topics that would help you in dealing with your clients, teach you about new things within the industry and generally keep you up to date. This was done on almost a weekly basis.

A typical day at work would be to contact clients and service their accounts, prospect for new clients, build your network of professionals, completing paperwork, marketing your brand and ensuring that you remain remain compliant with the Securities Commission's requirements.

The most difficult part of the job was client prospecting. People are very guarded with their finances and generally stay loyal to their consultants. It is difficult to break through the skepticism and actually get them to focus on what could possibly be a more effective method within their portfolio. People do not like talking about their finances.

The most enjoyable part of my job was working with the clients and helping them achieve their financial goals. I loved working with their portfolios and implementing new methods to increase their cash flow, reduce their debt and help them save. – less

Individual business, work flow steady, busy seasons, a lot of administration, finance background

I learned so much working for investors group. It was an experience I would go through again how ever it was not the lifestyle or career for me. They provided me with more support and efficienty than any other company. I learned work skills and habits with them that I will carry with me for the rest of my life.

My day starts with cold-calling possible clients, fill up appointment booklets, make financial plans for clients. Speak to specialists about options.
Hardest part of the day is dealing with the fact that I am paid on commission and I pay for office space.
Most enjoyable is that I am helping people.

enteriny many applications
who, what and how different family members invested their money.
great
none
everything

Perform daily office tasks
-- Assist the manager to arrange schedules and meet clients
-- Arrange document and manage clients’ profiles
-- Call clients on various situations to help sales and services.

Outside sales role requiring a lot of dedication and time, 100% commision

I enjoyed working at Investors Group, I liked working in the Mail Dept.
Sorting and Mailing the mail. I also wrapped packages and sent them out for Clients, from thier Consultants. I also did Data Entry entrying information from Clients, investing in RRSP'S, Mutual Funds.
etc. in February to April I worked alot of overtime where clients invested into – more... more RRSP'S. – less

Arrive at 7:30 am because I like to organize my day. Go over emails and make priority list. Make calls at 9am until 10am, go to appointments and, or make calls and do paperwork and make financial plans or do insurance papers. 4pm go home for supper, go to see clients at 5pm or make confirmation calls for the next day.