5.0Jun 14, 2025Risk managementCurrent employeeRecommendCEO approvalBusiness OutlookProsgood firm and nothing bad about themConsnothing bad. good firm and nothing bad about themShow more
5.0Jun 1, 2026Financial advisorFormer employee, more than 3 yearsRecommendCEO approvalBusiness OutlookProsGood flatform to do holistic financial planning for clients. Stock purchase plan with company matchingConsThere is no commission anymore.Show moreHelpfulShare
1.0Jul 1, 2026DirectorCurrent employee, more than 3 yearsRecommendCEO approvalBusiness OutlookProsThe NY location is close to Grand Central StationConsSlow Canadian culture that finds it challenging to meet US regulatory standards. Executives play favorites and gaslight employees, if you voice your opinion, they either silence you or try to manage you out with exaggerated "performance issues"Show moreHelpfulShare