Compensation leaves a lot to be desired: Includes chart
Although their paycheques get higher ratings than last year, account managers still say they aren’t being paid fairly
- By: Emina Gamulin
- July 11, 2006 October 27, 2019
- 08:28
Latest news in Report Card on Banks & CUs
Satisfaction high among credit union advisors: Includes chart
Any dissatisfaction at Meridian appears to be an aftereffect of 2005 merger that created the firm
- By: Nicole Grondin
- July 11, 2006 October 27, 2019
- 08:28
Women find satisfaction as account managers: Includes chart
Work/life balance and a positive corporate culture are some of the position’s most appreciated attributes
- By: Dalva Potestio
- July 11, 2006 October 27, 2019
- 08:28
CFP remains designation of choice: Includes chart
But the total number of bankers surveyed who hold the designation fell by 6%
- By: Maureen Halushak
- July 11, 2006 October 27, 2019
- 08:28
Account managers split on selling insurance
Although some say they eagerly await the opportunity, others say they’re not qualified to sell these products
- By: Nicole Grondin
- July 11, 2006 October 27, 2019
- 08:28
Market booming past the average Canadian banker: Includes chart
Assets under management down, small producers’ client rosters shrinking, competition for assets increasing
- By: James Langton
- July 11, 2006 October 27, 2019
- 08:23
Ethics, freedom, stability top account managers’ lists: Includes main chart
The companies that did well in these areas also ranked highly overall
- By: Cynthia Innes
- July 11, 2006 October 27, 2019
- 08:23
Emergence of “elite” account managers: Includes chart
Account managers report card
- By: James Langton
- June 24, 2005 October 27, 2019
- 11:02
Credit unions thrive on loyal customers: Includes chart
There is little staff turnover, largely because managers are tied to their clients and the community
- By: Gavin Adamson
- June 24, 2005 October 27, 2019
- 10:11
As goes compensation, so goes the firm: Includes chart
Notable was the drop in ratings from credit union employees — down to 6.7 from 8.2 last year
- By: Stewart Lewis
- June 24, 2005 October 27, 2019
- 10:04
Women making their presence felt: Includes chart
Women are moving into middle and senior management at the banks and credit unions
- By: Lara Hertel
- June 24, 2005 October 27, 2019
- 09:55
Ongoing training is mostly online — and scores low: Includes chart
Yet most banks and credit unions back the pursuit of PFP aand CFP designations
- By: Catherine Harris
- June 24, 2005 October 27, 2019
- 09:49
The problem is not with leaving — but with starting over: Includes chart
But many firms are taking steps to ensure that their account managers have no reason to move
- By: Rudy Mezzetta
- June 24, 2005 October 27, 2019
- 09:45
Banks on the lookout for new talent: Includes chart
Relationship-building skills top the list of qualities sought in job candidates
- By: Maureen Halushak
- June 24, 2005 October 27, 2019
- 09:41
Ethics, stability, image are firms most important aspects: Includes main chart
Account managers are pleased with brand recognition and bank referrals
- By: Maureen Halushak
- June 24, 2005 October 27, 2019
- 09:34
On the road to one-stop shopping – includes chart
More bankers opting for licences to sell products, in addition to acquiring professional designations
- By: Laura Urmoneit
- June 24, 2004 October 27, 2019
- 09:22
Royal Bank woes highlight role of technology – includes chart
Scores show a slight improvement in all technology categories as firms cautiously upgrade
- By: Aileen Corr
- June 24, 2004 October 27, 2019
- 09:17
Not all banks keen to jump into insurance
The Big Five banks are displaying different appetites for getting into the insurance business
- By: Stewart Lewis
- June 24, 2004 October 27, 2019
- 09:03
Bankers gripe about low compensation – includes chart
A base salary plus bonuses seems to be the rule throughout the industry
- By: Kate Betts-Wilmott
- June 24, 2004 October 27, 2019
- 08:53
Credit unions provide a “very respectful workplace”
Managers praise freedom, compensation and their firms’ approach to client service
- By: Heather Buchansky
- June 24, 2004 October 27, 2019
- 08:28
How we did it
The making of the Account Managers' Report Card
- By: Alan Husdal
- June 24, 2004 October 27, 2019
- 08:24
Scotiabank keeps getting it right – includes Main Chart
Account managers shrug off bank merger uncertainties
- By: Lara Hertel
- June 23, 2004 October 27, 2019
- 15:49
Bankers becoming more like brokers
Client segmentation more prevalent this year
- By: James Langton
- June 23, 2004 October 27, 2019
- 08:50