Pros
Opportunity to help clients when not dealing with overbearing distractions in the form of reports about reports and unobtainable expectations such as what qualifies as ‘key@work’ or financial wellness reviews.
Cons
Culture is NOT that of financial wellness. Top performing branch in the company consistently broke the law by opening accounts without client knowledge in addition to multiple other violations. This was brought to the attention of the ARL and RRL and instead of addressing the issue, they penalized those who reported it. Because the top performing branch would bring them higher incentive payout. ARL often ‘joked’ that their new high-end car was paid for by that same branch. There were branch managers that also had business taken from their book and diverted to other branches in retaliation. The common direction from ARL was also to ALWAYS open the top tier account for anyone because it paid out more than what might have been the most appropriate for the client. The list goes on and on...
