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La note de bien-être au travail s'élève à 66 sur 100
3,6 étoile(s) sur 5.
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Avis des employés pour Financial Consultant chez IG Gestion de Patrimoine

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Titre du poste
Financial Consultant88 avis
Lieu
Canada88 avis

Notes par catégorie

3,8Équilibre vie privée/professionnelle

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88 avis correspondant à votre recherche.Voir les 490 avis

A great experience

Avis en vedette

L'avis le plus utile, sélectionné par Indeed
What is the best part of working at the company?They are super supportive and their processes and clean and honest What is the most stressful part about working at the company?Have to be self motived and find your own source of clients which can prove to be difficult at timesWhat is the work environment and culture like at the company?Great work environment and friendly staff
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Challenging Experience

You are well compensated if you bring in a lot of assets, however there are a lot of expenses. You will need to be excellent at networking and prospecting.
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Run your own business. Block out the noise

You do not want this to be your first job in the financial industry. For someone who has a book of 20 million AUM that you can transfer over with you to IG they will pay well to do it. The company did a great job teaching me advanced financial planning concepts but their prospecting strategy was to spend more money on client events. Not something that is easy to do when you’re starting with nothing. Your experience here will depend on your district and regional managers but overall I don’t regret my experience. I think it was something I joined too early in my career. The experience has made me a better financial planner and helped me achieve more in the industry.

Points positifs

Very flexible schedule, Financial Planning expertise, Potential to earn a very good living

Points négatifs

Always Be Closing or starve, Conflict of interests make it difficult to know who is actually trying to help you
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Ethics issues

Overall management are not trained in people skills. They just ensure you hit the numbers they want. People that are terminated allows the manager to scoop clients that they want and pass the rest to other consultants.

Points positifs

manage your own time

Points négatifs

nepotism, favoritism, unethical management
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nice boss and co worker

nice boss and co worker, good training programm, but all commission based , so it is hard for yong people to start with . becasue you don't have any saving to support yourself.

Points positifs

good traning program

Points négatifs

no salary
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Informations sur IG Gestion de Patrimoine

Sur la base de 55 réponses au sondage

Points forts

  • Sentiment d'appréciation personnelle
  • Capacité à apprendre de nouvelles choses
  • Flexibilité des horaires et du lieu

Points à améliorer

  • Soutien du responsable
  • Confiance vis-à-vis des collègues
  • Sentiment d'appartenance

Fun place to work.

Flexible work time, great staff. The managers are amazing. I learnt a lot from the job. Lots of training. Advised clients with regards their potfolio.

Points positifs

Free lunches. Golfing.
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Not really running your own business

Will sell you on running your own business but you're really not. The further you go the deeper you're in with them. Corporate policies are not necessarily practiced at the ground level.
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Productive workplace

One has to build their own portfolio to succeed, again commission based may not be attractive for everyone, especially when trying to raise a family and you are the sole breadwinner.
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Substantial rewards for those who work hard in their first ten years

A typical work week in your first ten years, in order to achieve success, is going to require you to work 50 to 60 hours. Although, in the early years there are minimum earnings guarantees, they come attached to production expectations. You are building your own clientele. If you succeed there are income potentials that are beyond most expectations. You will learn a lot. There are more people trained here working in the finance industry, than from any other financial services company. The training is top drawer.
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Enjoyed the people/relationships, but tough to make a living

Very laid back environment, learned a lot about the different financial services available. Tough to stay disciplined and motivated, and the money is not where it should be.
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Fast changing and competitive environment

The last few years company has changed a lot aligned with the requirement of the industry . The consultants are require to constantly build their own practice, market and process sales
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Ok place to work if you know people with money.

Servicing clients, training. Hardest part of the job is obtaining new clients and bringing people in the door. The office is not really set up to facilitate this easily.
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Clients are secondary to IG’s bottom line

IG refuses to change with the times in pretty much all aspects. Their products are subpar, their fund/advisory fees are some of, if not the highest, in the industry and their compensation grid is down right criminal (on both fund sales and insurance sales). Most of the reps are nothing more than product pushing sales people with little true knowledge of financial planning and portfolio management.
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Not really running your own business.

Company promotes that you're running your own business/financial planning practice but the reality is your not. You're 'owned' by the Regional Director and the employment contract is pretty open for ending your tenure.

Points positifs

All of the tools to run a financial planning practice are at your disposal.

Points négatifs

Old business model, structured as a pyramid, so directors are taking a cut.
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They've changed so I left

Investors Group was an incredible experience. I would still be there if they hadn't changed. It was a painful process and I tried to stick it out, but there was too much, not knowing. Too many unknowns with them wanting commitments without giving us enough information. I wish everyone there well. They are good people.

Points positifs

unknown now

Points négatifs

not the company I worked for anymore
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Great place

Great place for a highly motivated self-starter. Difficult to get off of the ground without a good warm market with money. If you can get going, the ceiling is endless.

Points positifs

Freedom

Points négatifs

Freedom
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Entrepreneurial Opportunity

There is no base salary in this role. Renumeration is 100% based on your ability to find business and build your clientele base. It's a great place to learn with stellar people.
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Training superb

Training was great. Sporadic income wasn't so great. If you work hard, this is great place to work. Wasn't right timing for my lifestyle while working there. Small kids and travel and commitment to position didn't blend.
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Change for the Worse

I learned a lot that I am grateful for. The training was exemplary. Had it not been for the fundamental change in the compensation system and shift away from helping the "average" investor, I would have stayed. The changes favoured the incumbent consultants to pick up the newer consultants' assets, and left us in the dust.

Points positifs

Good culture (initially)

Points négatifs

Commission based income
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IG and the FEE you to death approach

Bad company, bad management, stay away if you actually want to get ahead. They charge you over $10,000 just to work for them and offer very little help or services. Look around at options and you will see, they should only be a last resort :)
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Great people to work with

Great people to work with - Commission based income can be interesting. Always many changes within company. Wish company would request employee input more often. Flexible hours. Head Office support is improving all the time .
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Financial Consultant chez IG Wealth Management

Estimation de salaire
74 652 $ par an

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Note globale

D'après 490 avis

Notes par catégorie

3,8 étoile(s) sur 5 pour Équilibre vie professionnelle/personnelle
3,1 étoile(s) sur 5 pour Salaire/avantages sociaux
3,0 étoile(s) sur 5 pour Sécurité de l'emploi/évolution de carrière
3,4 étoile(s) sur 5 pour Direction
3,6 étoile(s) sur 5 pour Culture d'entreprise

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