
Helping my clients making a positive impact on their lives
Review from Sales Dept
I get to learn new things
Helping individuals meet their financial goals and lifetime dreams - finding their rich.
can ask any question and not put down for asking
Review from Admin Dept
Gaining a new client or referral.
Working with the clients / families
Helping others achieve their goals
Coworkers and flexible work options.
The impact that you make in your local community and in this world for future Generations you truly make a difference
Review from Finance Dept
Helping others is the most satisfying part of my position. Others find the great compensation to be motivating..
Helping our clients and making them happy
Working with such a great group of people
Working with my clients to achieve there goals.
Review from Finance Dept
My clients, the support of my Financial Advisor, and knowing my company continues to invest in me.
Helping clients, impacting the client experience and helping my colleagues.
When I feel like I am doing a great job
The ability to help others and have a positive impact in clients' lives.
I feel valued and respected
Helping deliver consistent client experience to all of our clients.
Review from Customer Support Dept
We are given the tools needed to give the best service possible.
Focusing on the wrong thinfs shd just trying to fitvthis image to thecoubluc ehen its s lie
Executive management has lost their way. They no longer trust the branch teams with doing what is right for the customer. Under the guise of regulation changes, they are taking over the client experience to best protect the firm... NOT do what the client needs or wants, but what has no risk for EJ
Lack of functional technology. No self-awareness regarding governance ans rwgional differences.
the management has to do more forward thinking
Review from Finance Dept
Head Office have no idea about what it is like to work in an office. They may have worked in one before - but that may have been a long time ago and things change.
Review from Sales Dept
Support from muliple areas and people
Better techonoly and stanard processes