Financial Advisor (Current Employee) – St. John's, NL – 25 July 2016
I enjoy my career with Investors Group. Wonderful experiences and team building. I have a strong relationship with co-workers and CEO. I value relationship building with employees and clients. As part of the management team I won awards for top achievement in the Financial Planning industry. The most difficult part of the role is the 100% commission. Thus I am looking for a salary position.
Financial Consultant (Former Employee) – Toronto, ON – 13 June 2016
I was not with this company for any significant period to provide a meaningful review. For the brief period with the company I found the management and colleagues very supportive and willing to help me in my pursuit of building my portfolio.
Very professional and supportive management
Need reasonable financial base from which to grow portfolio of business
Business Development Intern (Former Employee) – Scarborough, ON – 14 May 2016
Investors Group is an insurance company that primarily generates revenue from hiring consultants to do the brunt of the prospecting and bringing clients into the company--mostly friends and family members, as well as their references. If sales targets aren't met within the quarter or within half a year, consultants lose their business to their division manager.
I learned a lot: prospecting, talking with business owners, getting past the gatekeepers, etc. The culture was fantastic, and most people were pretty friendly and talkative.
- Learned a lot; culture was fantastic and everybody was very friendly
Administrative Assistant (Former Employee) – Edmonton, AB – 23 April 2016
I worked at Edmonton Southside for a short period of time. I received minimal training and was left to learn everything on my own for the most part. When I sought out to learn procedures from head office I was told different ways to go about them .Very time consuming and frustrating. Consultants I worked for were vacationing frequently and I was left to take the rap for their mistakes. Spent a lot of time on the phone with head office, who also lacked the knowledge and skills to relay correct information on clients accounts and procedures. Which kept me away from getting other aspects of the job completed. Consistently got the run around from staff at region office who were unfortunately very cliquey aND gossipy. Very unprofessional and toxic in my opinion. My position has a turnover rate of 3 months-4 months. If you don't have money to invest, you are not treated equal. Why would anyone want to invest their money or refer their friends/family money if you are not treated equal...... Seemed like pure money hungry leaches to me.
Financial Planner (Former Employee) – Peterborough, ON – 23 March 2016
This is a company which in an age of forcing product down customers throats, rise above that. They know that doing what's right and ethical for your client will benefit them and yourself in the end. I love that view and more companies should have it.
CONSULTANT (Former Employee) – Toronto, ON – 30 December 2015
75% of consultants do not make it after the first year. Need a large network of supporters. If you ever end up leaving the company because you did not succeed. Prepare to PAY the company $$$ because you are likely to owe the company money.
FINANCIAL ADVISOR (Current Employee) – Toronto, ON – 14 December 2015
Investors Group opened my eyes to the whole concept to managing finances. My role as a Financial Adviser was to help families plan their financial future, set goals and plan for the unexpected. Throughout the job, I gathered a lot of knowledge regarding taxation and how to make your money give you the best returns. A work day would typically consist to me servicing client investments and prospect new clients. I have learnt a lot of new ways to acquire new clients through hosting programs and events. I also managed a team that helped me gather new clients through tele-marketing. My co-workers were all wonderful and unique individuals. They conducted their schedule in different ways and there's a lot I have learnt being around such dynamic co-workers. Sometimes the hardest part of the job was to keep motivated and to stay on track during prospecting. Another hard yet rewarding process of the job was to manage the emotions of the clients during periods of market volatility. While it is a tough time, I took accountability and handled all the concerns which left them feeling calmer and more engaged about their financial portfolio.
So much information and resources readily available regarding money
Very good environment and no surprises. Good people.
Sales Associate (Current Employee) – Burlington, ON – 19 November 2015
Although this is a contract role for me I am very pleased with the environment and the outcome. I am doing this work part time. The terms of the contract are being adhered to and the advisor I work with is very fair and easy to work with. He really appreciates what I am doing for him.