Home Report Card on Banks

Keyword: Report Card on Banks

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During the past decade, advisors have been satisfied with the services and work environments their banks offer

Toronto bank towers

The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger

RCB 2018 page 9

Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas

RCB 2018: How advisors rated their banks

How advisors rated their banks

  • By: IE Staff
  • June 22, 2018 June 21, 2018
  • 00:12
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Some banks were praised for their ongoing training efforts, while others still have work to do

RCB 2018: The average advisor

The banks have put accusations of poor sales practices behind them, as advisors report having larger, more productive books

Desperate accountant head in hands surrounded by bills on paper tape, 1950s style office

The support advisors need from their back offices is critical, but banks are failing to deliver in this important category

close up view of new 100 Canadian dollar banknotes

Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy

High angle view of businesspeople shaking hands and closing a deal

Advisors praised their firms' efforts at achieving strong, two-way communication - although some exceptions remain

Bank skyscrapers in downtown Toronto

The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients