4.0
12 Jan 2023
Serving Those Who Serve - Financial Services for Canadian Military
Former employee, more than 1 year
Ottawa, ON
Recommend
CEO approval
Business outlook
Pros
- Government benefits - Decentralized command - Continuously improving services to the CAF members - Very experienced team that thrives when it comes to team cohesion and world class service
Cons
- Firm needs funding to hire more staff to meet the demand of its services and enhance the client experience - Administrative tasks for FPs is very time consuming and the delegation of tasks needs to be standardized to be more efficient (FPs delegating their tasks to their associates / assistants).
