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Worldsource Financial Management

Is this your company?

Good place to learn, but not to earn! - Anonymous employee Worldsource Financial Management Employee Review

3.0
7 Apr 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

It's a small IIROC dealer, but bigger on MFDA side. As such, there is a lot of opportunities to learn and wear different hats. Management team has been mostly good. Salary is average, but a very good benefit plan, and a very decent defined contribution pension plan with a generous match-up of employees contributions and investments vehicles available from the parent company at reduced management fees.

Cons

Work load! Everyone has a lot on their plate, and you have to be going into this knowing that regular overtime (unpaid, since you are salaried) is part of working life at this company, especially when the regulatory audits are happening, then roll your sleeves!

Explore other reviews about Worldsource Financial Management

5.0
18 May 2024
Recommend
CEO approval
Business outlook

Pros

Great advisors, great back office

Cons

I enjoyed my whole time there

3.0
21 May 2024
Recommend
CEO approval
Business outlook

Pros

Great environment to work in.

Cons

Hard to work with certain advisors.

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