financial specialist

administrative assistant

HollisWealth

A highly competitive and extremely advantageous work environment. I was working in a team setting, everyone was more than happy to help me out. The one thing I noticed here was that training never stopped, everyday there was a new concept/challenge coming my way. I learned how to develop & present financial plans, portfolio analysis and conduct quarterly reviews.  I worked alongside Carl Achkar, he was the senior advisor, every day I spent with him I felt I was learning something new. Some days it would be wealth management techniques, others it would the psychology in decision making.  He definitely invests a lot of time and effort into the development of his division.

I very much enjoy working at Hollis Wealth. The staff are always willing and able to help. The clientele is very upbeat and welcoming. I have learned a lot about investments and the process of an investment. Management is very accommodating and appreciative. The culture can be stressful but is never shown due to the level of professionalism each employee upholds. The hardest part of the job is making sure every little detail, request, and deadline are met. The most enjoyable part of the job are the hours (9-5), the staff, and the overall environment.

HollisWealth was a incredible company to work for when ownership was still under Scotiabank.  Since the conversion last year to Industrial Alliance Securities, several good people have left the firm due to frustration and poor management at the executive level.  They have brought in a new COO, however he does not fully understand the essence of the business since conversion and is not willing to make changes to his mandate.  Unfortunately, the once energetic and fun culture that made HollisWealth a fun place to work is disintegrating.

If you're looking for a Straight out of High School Frienemies cool kids clique, where gossip is king and everyone is superficial and materialistic then this is the workplace for you.

If you enjoy lack of direction from management and zero feedback on job performance, then you have found your dream job!

They will even nickel and dime you on your pay, sneak up on you at your desk while you are working, and make you feel like an outcast and not part of the team.

I was a summer intern for a portfolio manager at Holliswealth.
My project for the summer was to create a system that analyses companies based on my boss's requirements that could be updated quarterly. Work place was very professional. colleagues were friendly, easy to approach and willing to help, so my typical day would include mostly problem solving, working closely with my boss and learning from my colleagues.

HollisWealth deserves at most 1 star.

Offices seem unprofessional and unethical, to say least.
Really, like others say, 21st century used car salespeople.

No reason to work there really, unless you have no place to work.
No benefits, little crumb for compensation, no paid time-off. 

Supervisor's do not care nor value you. You are dust under a rug.
Why work here when you could work at Walmart for a little less?

the typical day:
-	Called clients about their account
-	Updated client’s informations
-	Helped clients with any questions about their account
 what i learned: Data Entry skills.
my co -workers were great.
the hardest part of the job when client were mad at me because they were not trusting me.
the most  enjoyable part of the job was talking to the client and updating their informations.

I enjoyed working as new business case manager at HollisWealth insurance. The only thing I didn't like is that the management were not supportive and not open on new ideas. I liked the fact that you have to make your own decisions and judgements on cases and be very multi-tasking. I learned a lot regarding the insurance word and the underwriting.

Unethical practices, owners never in the office, cameras everywhere, no trust, just rust .....  If you like to do all work while your bosses are in Florida or on their boat, then it might be for you, you will be doing unethical practices as they don't care what you do, as long as you don't attract the attention of compliance officers. 


I joined Holliswealth - Mangrove Wealth Group in 2015 and worked there for 6 months. Great atmosphere and great advisors. I made a couple of friends there.
Lot of hard work, financial pressure in a fast pace environment.

Top Job Titles	Average salary
Financial specialist 1 salary reported	$90,000 per year
Administrative assistant 1 salary reported	$30,000 per year

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