到2021年底,加拿大银行顾问看到客户人数和资产在增加,但尽管有所改善,反馈响应能力仍然薄弱。 Canadian bank advisors saw rising client numbers and assets by late 2021, but feedback responsiveness remained weak despite some improvements.

加拿大银行顾问看到,到2021年底,受管理的资产和客户数目都在增加,业绩最优者超过了同行,而银行对顾问反馈的反应尽管有所改善,但仍然是一个持续令人关切的问题。 Canadian bank advisors saw rising assets under management and client numbers by late 2021, with top performers outpacing peers, while banks’ responsiveness to advisor feedback remained a persistent concern despite some improvements. 在较高的客户数和AUM驱动下,总体生产力增长,特别是在顶尖的20%顾问中,而银行则转向专有投资产品。 Productivity grew overall, driven by higher client counts and AUM, particularly among top 20% advisors, while banks shifted toward proprietary investment products. 虽然对企业发展的支持越来越受到重视,但技术工具和补偿受到批评,沟通差距依然存在,在TD和National Bank尤其如此,尽管作出了诸如咨询委员会和培训升级等努力。 Though business development support was increasingly valued, technology tools and compensation drew criticism, and communication gaps persisted, especially at TD and National Bank, despite efforts like advisory committees and training upgrades. CIBC和BMO取得了进展,但顾问们继续呼吁就其投入采取更快、更有意义的行动。 CIBC and BMO showed progress, but advisors continue to call for faster, more meaningful action on their input.