Heritage Education Funds Reviews

Updated March 27, 2015
16 reviews filtered by
  • Any Location
  • Any Job Title
4.2
16 Reviews
Rating Trends
Recommend to a friend
Approve of CEO
(no image)
Jason R.B. Maguire
3 Ratings

Employee Reviews

Sort: Popular Rating Date
  1. Helpful (1)

    Extremely nice place to work

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Heritage Education Funds

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Heritage Education Funds have a fostering environment filled with people who value growth of the company as much as the growth of each individual contributing.

    Cons

    Can be a bit too relaxing sometimes, may not be for people who need constant challenges in their lives.

  2. I enjoy working here and my job; this year I will be celebrating my 15th anniversary with the company.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Heritage Education Funds full-time (More than 10 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great open door policy, you can speak with anyone at the executive level.

    Cons

    Tight deadlines and a lot of projects on the go, all the time.

    Advice to Management

    Stick to only 3 - 4 projects per year... when there is too much on the go, you tend to miss stuff.

  3. Helpful (1)

    At Heritage, I feel a empowered and appreciated...

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Heritage Education Funds full-time (More than 10 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    I would recommend the company to anyone, from a young graduate seeking to get into a financial industry to an established professional or executive with a lot of experience. It is a great company that let's you grow professionally, I mean, they get you involved with really cool and interesting projects, you get to acquire new skills that you can put on your resume, they even pay for your education.. of course if it is consistent with the goals of the department you are in.
    Heritage promotes often, they value their employees and let them move forward. I have seen people spending 7-8 years there and it feels like they have changed 2-3 careers without moving out of the company! That's cool considering you get to grow professionally without a hassle of looking for a new job!
    Management is really good - from the business owners to front line managers - you can tell they care and it transpires onto the teams as well. And a big bonus - Heritage is actually doing something very good for Canadians and for the future of Canadian kids! Lots of employees are so attached to the company because they believe in the product and service we give to our customers - we help parents save for their kids future post-secondary education! I wish someone had done it for me when I was a kid. So yeah, come and join Heritage, you won't regret! And when you do, knock on the 5th door from reception, because I will still be there and will be happy to say hi to you!

    Cons

    Cannot think of any cons to mention here.

    Advice to Management

    Keep up the great job you are doing! We believe in you!!

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Very reasonable organization with a heart for treating their employees

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Customer Service Representative in Toronto, ON (Canada)
    Current Employee - Customer Service Representative in Toronto, ON (Canada)

    I have been working at Heritage Education Funds full-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    They have a good executive management team that is very easy to work with, reasonable and go out of their way to help out their teams. Plus, their social committee is a HUGE bonus!

    Cons

    Sometimes the lack of resources to adapt to the growing needs could be frustrating.

    Advice to Management

    Allocate the appropriate resources to support the growing need - have a BIG dream, but an even BIGGER strategy.

  6. Overall, a very strong company with a great corporate culture

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Communications
    Current Employee - Communications

    I have been working at Heritage Education Funds full-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    - Enthusiastic, motivated staff with a genuine love of the product
    - Management and executive leadership encourage creativity and the sharing of ideas
    - Everyone has a voice in how the company operates (top level management actually listens)
    - Plenty of opportunities for advancement (the company likes to promote from within)
    - Constantly evolving business practices to take advantages of emerging technologies (e.g. new social media platforms)
    - Highly competitive compensation and benefits packages
    - Field that changes from year to year, with an increasingly strong demand for our product (as tuition fees increase)
    - Dynamite social committee that plans exciting events all year 'round, really making you feel valued

    Cons

    - The industry itself is tightly regulated and constantly under media scrutiny
    - Head office is in North York, which could be a good or bad thing (your mileage may vary)

  7. Helpful (1)

    This is the Company I would recommend to work for.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Heritage Education Funds full-time

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    As it was already mentioned, this company has lots of opprtunities. But, again, you need to work really hard and show you creative approach. Like, today, I work at sales department at EssayOnlineStore Website and I can say that I have lots of sales because of my previous job experience with Heritage Education Funds. So, it was a great sales exprience for me.

    Cons

    Maybe there are small cons, but I don't find them too big to mention here.Just like any company it is not perfect (yes, they lack HR support which makes it difficult to works sometimes. But it is not that significant.Just hire more people-this is a good solution)

    Advice to Management

    Better directions, better HR

  8. A Company That Does Not Have Direction or Empathy

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee in Toronto, ON (Canada)
    Former Employee - Anonymous Employee in Toronto, ON (Canada)

    I worked at Heritage Education Funds full-time (More than 5 years)

    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    Pros

    Fellow employees are great to work with.
    Senior management are rarely available to bother you or listen to you
    Close to transit. No need to use your car

    Cons

    Lack of Direction
    Lack of communication with management
    Not sure what products are we selling (RESP?, Mortgages? Mutual Funds? Insurance?)
    Pay grade is slightly above average, but struggle to get next pay raise.
    Too many complaints from customers and not enough resources to deal with the overwhelming complaints

    Advice to Management

    Get back to your roots.
    What happened to senior management?
    You no longer care about your staff or what value they bring to your company.
    Ever since senior management bought the company, management have been pompous about their positions.
    They were just lucky to be in the right place at the right time to purchase the company.
    Being owners of the company does not make senior management necessary experts at their current titles.

  9. Helpful (1)

    Great company to grow with!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Operations Associate in North York, ON (Canada)
    Former Employee - Operations Associate in North York, ON (Canada)

    I worked at Heritage Education Funds full-time (More than 3 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Lots of opportunity to grow with time, effort and commitment. Throughout my experience I worked in Customer service, Agency Service and was also promoted within Agency Services. Although I decided to pursue my career in Marketing elsewhere, I had lots of support from my management and senior leader.

    Cons

    Lack of HR support. Because the business is ran by the 3 owners, I find that sometimes it hard for them to make decisions which takes longer to get things done.

    Advice to Management

    Provide more backing to your senior leaders so that they can make sound decisions. Leadership training for our management team would be beneficial for the company growth.

  10. Helpful (1)

    Great leadership, and training at Heritage Education Funds Inc. headquartered in Toronto.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Sales Manager in North York, ON (Canada)
    Current Employee - Sales Manager in North York, ON (Canada)

    I have been working at Heritage Education Funds full-time (More than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great leadership from head office, that have RVPs that travel to our branch offices regularly to provide us with campaign updates, help us check up on requests that are pending etc. I have worked several different RESP group providers and never experienced such great support, both in office and from head office.

    Cons

    - Time-off is hard because as a 100% commission driven sales role, you don't get vacation time, but its the nature of the commission sales job.
    - Some industry restrictions in place make it more difficult for us as sales reps, but at the same time head office is putting training practices in place to assist us in adapting to the changes.

    Advice to Management

    Less middle management, and provide more hands on Marketing support. Encourage the marketing leadership to help the field grow! More communication between the HQ office and field.

  11. Boring Company that pays alright

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Operations Associate in Toronto, ON (Canada)
    Former Employee - Operations Associate in Toronto, ON (Canada)

    I worked at Heritage Education Funds part-time (Less than a year)

    Recommends
    Neutral Outlook
    No opinion of CEO
    Recommends
    Neutral Outlook
    No opinion of CEO

    Pros

    team is good
    work life balance is good as well
    the pay is decent

    Cons

    work is very routine
    not much opportunity for improvement

Heritage Education Funds Photos

Work at Heritage Education Funds? Share Your Experiences

Heritage Education Funds

 
Click to Rate
or

Your response will be removed from the review – this cannot be undone.