Financial Consultant (Former Employee) – London, ON – 25 May 2017
It was unfortunate but Investors Group decided to downsize and close the office I worked out of.The management time was well informed and proactive with continuing education on a weekly frequency. The specialists; Insurance; Securities; Mortgage were all very resourceful and helpful.
Consultant (Former Employee) – Barrie South, On – 24 May 2017
Considerable training and keeping up to date constantly, phone calls, preparing portfolios, client presentations and always on the go. Management is very driven to achieve goals or exceed them. A career where you must hit the ground running for certain. Hardest part of the job were the hours required. Most enjoyable part was the interaction with clients, coworkers and training were second to none.
Customer Service Representative (Current Employee) – Calgary, AB – 21 April 2017
i have learned a lot working for this company. everyone is wonderful to work with and for. I have learned a lot about organization, working together as a team. i have made a lot of friends at this company who i will cherish.
Financial Planner (Former Employee) – Oakville, ON – 6 April 2017
if you are an entrepreneur looking to be compensated for hard work, IG provides a workplace with excellent training for the go getter. Multi tools are provided to operate a successful business to serve citizens in all fields of financial planning.
diff for a newly married cons to balance work and family life.
Financial Consultant Assistant, Intern (Former Employee) – Toronto, ON – 2 April 2017
Good place to work with. Worked for a senior financial consultant who had 200 clients with around 15 million investment in total. •Enhanced work efficiency by identifying 20 clients' fixed incomes, variable incomes, expenses, loans, line of credit, and mortgages and building PFR Data Worksheet to help develop and update clients' financial plans.
Co-op Business Manager (Former Employee) – Mississauga, ON – 14 March 2017
I found investors group to be great in the sense of managing your own book of clients. It provides a sort of entrepreneurial workplace for people to do everything on their own time. It was challenging but also rewarding for when your efforts begin to show results.
Financial consultant assistant (Former Employee) – North York, ON – 6 March 2017
I was a financial advisor assistant at Investors Group and I truly enjoyed my stay at the company. With the stretching support by my senior and other colleagues, I learned a lot of business related knowledge. Also, I conducted cold calling and I was able to build up my skills of communication with clients for clientele expansion.
Consultant (Current Employee) – Ontario – 8 February 2017
Long hours. Hard to succeed in the first two years without a strong list of prospects. Ongoing pressure to reach sales targets. This highly regulated industry makes it difficult to give adequate time to keep up with income-generating activities. Fees and expenses make it difficult to net a reasonable income. Income can be good after several years of extraordinary hours.