加拿大财富顾问报告说,2025年客户资产和满意度上升,但需要更好的技术和更公平的薪酬。 Canadian wealth advisors report rising client assets and satisfaction in 2025, but demand better technology and fairer pay.

2025年,加拿大财富顾问报告说,在市场收益和客户增长的推动下,在管理下,加拿大财富顾问的满意度不断提高,资产不断增加,但技术绩效仍是一个主要关切问题。 In 2025, Canadian wealth advisors reported growing satisfaction and rising assets under management, driven by market gains and client growth, though technology performance remains a key concern. 后台工具、客户入职和培训成绩低于预期,其重要性与业绩差距为1.3点。 Back-office tools, client onboarding, and training scored below expectations, with a 1.3-point gap in importance versus performance. 跨越经纪业、银行和经销商渠道的顾问强调,互操作性差、推出期间的沟通不连贯以及支持不足,都令人沮丧。 Advisors across brokerage, bank, and dealer channels highlighted frustrations with poor interoperability, inconsistent communication during rollouts, and inadequate support. 虽然数字进步被列为投资的重中之重,但公司文化和报酬公平也至关重要,许多人对复杂、不透明的薪酬结构表示不满。 While digital advancement ranked as a top investment priority, firm culture and compensation fairness were also critical, with many expressing dissatisfaction over complex, opaque pay structures. 尽管在职业规划和坚定支持方面取得了进展,但顾问继续要求更好的技术整合、方便用户的平台以及透明的报酬,以提高效率和客户服务。 Despite progress in career planning and firm support, advisors continue to demand better technology integration, user-friendly platforms, and transparent compensation to improve efficiency and client service.