The most challenging part was knowing when to leave. You feel bad for your clients and want to do what’s best for them. Unfortunately Sun Life does nothing to help you while your helping others. You can ask any Sun Life client how many new advisors they get every few years because no one lasts! It’s a really sad thing because I believe it’s a very important role!
Lots of overhead when you have to perform tasks. Lots of meetings and sometimes too little information shared
Waterloo office has lots of employees who live in the past..hence jealousy with more progressive employees. I also though there were big silos.