This award recognizes a multi-office advisor network, brokerage, or fund provider's commitment to building a workplace that recognizes excellence and supports career growth for all. This award recognizes the company that has earned the reputation to be called an employer of choice within the wealth management and financial planning industry.


Nominations by employees, partners, peers and clients are welcome. Extra weight will be placed on nominations that come from those in a position to assess the brokerage objectively.


Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.


When judging this category, the following criteria will be considered:


  • must have >50 staff in Canada
  • employee value proposition (e.g. business development support, marketing support, education, training, philanthropy)
  • workplace brand and culture
  • approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, managing changes within the business (i.e. digitalization, customer expectations, compliance)
  • industry reputation



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