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.
Sales Assistant (Former Employee) – Charlottetown PE – 25 January 2013
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 with their many requests. the hardest part was not having enough work to fill a day.
flexible work schedule, great people, free coffee/snacks
Excellent training and management challenges consultants to be independent
Independent Financial Consultant (Former Employee) – Calgary, AB – 22 September 2014
This job requires a personality that is organized, independent and persevering. At a day to day basis, the job requires you to be up and about and in a constant lookout for new people to network to. It requires you to be in front of plenty people so it helps if you have a good relationship building skills.
Organization skills is very significant because at the beginning you will be compelled to do your own networking initiatives, setting up meetings and talking to the client. Paperwork and business submissions will be your responsibility as well but your manager should be able to help you go through most of the procedures that are required to follow.
The hardest part about this job is the constant worry that you will have since it is a 100% commission with only a little support given by the company if you acquire clients and achieve a certain amount of business transactions with them.
Free control of your time, complete flexibility in terms of work effort and compensation
Constant worry about the income especially at the "take-off" stage
Consultant (Former Employee) – Toronto, ON – 10 September 2015
Investors Group is a great employee. There salary is really good. There is a lot of opportunities to grow within the company. As an consultant, you learn alot about the various investment products and about various business sectors.
Financial Consultant (Current Employee) – St. Albert, AB – 26 September 2012
This job is challenging and it takes a unique personality to be successful. It also takes patience. I am in my first year and I am finding it hard to be patient as I build my practice. This job is financially awarding around the third year. I am in my initial year, and although I am doing well at prospecting, the deals don't always come consistently as per your pay cheques.
ongoing support and training; constant
not having a base salary and having a family to support
Financial Consultant (Former Employee) – Sault Ste. Marie, ON – 16 February 2013
The 100% commission is difficult for consultants just starting out and the support differs from office to office. I also believed their products and some of their business practices were out dated, which hurt our customers. As a result I had a hard time staying with the firm
flexible work schedule, large earning potential
no job security, costs $700 a month to work there, 100% commission, out-dated products
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.
Administrative Assistant (Former Employee) – Belleville, ON – 18 May 2015
The management was beyond organized and understanding. The coworkers were fun and theres was always some form of appreciation for the employees whether it be free pizza or the boss taking us out for dinner quite often. Would recommend this job opportunity to anyone.
Licensed Financial Consultant (Former Employee) – North Bay, ON – 28 December 2012
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 outside of work.
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
They are in the business of selling fees not managing money professionaly
Senior Executive Consultant (Former Employee) – Calgary, AB – 16 May 2015
100 percent commission. Can work for the right individual. They are great at attracting people new to the industry. Management and leadership is outdated and only care for the bottom line. Investment selection is horrible and full of high fees.
As an Executive Assistant I enjoy working for the Executive team and/or CEO. There is no typical day at work, that is what I like about it . Each day is more challenging than the prior. Leading me to make goals and obtain them. Making sure my team is happy and all my tasks are prioritized accordingly to deadlines and demand.
Executive Assistant (Former Employee) – Calgary, Alberta – 13 June 2012
-Compliance; reviewing and flagging anomalies of divisional director’s team. - Calendar scheduling and maintenance using Microsoft Outlook. - Manage client database (in-house program). - Maintain all Director and Consultant client files & bring forward items. - Create and produce letters and documents using Microsoft Word and Excel.
Very hard working employees with great personalities and positive attitudes
Financial Consultant (Current Employee) – Kamloops, BC – 5 October 2012
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.