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Companies that listen – and act
There is no magic formula when it comes to being a leading employer, but the best all share one common trait – they seek feedback from employees and take action.
“If you’re not willing to put out the best package, you’re not going to attract the best people,” are the simple but insightful words of Cal Jungwirth, director of permanent placement service at recruitment firm Robert Half.
An emerging trend has been the end of the one-size-fits-all approach, as the best wealth management firms to work for in Canada treat all their people as individuals and cater to what they value.
Jungwirth says, “It could be something such as a health wellness spending account that gives you full autonomy to spend benefit dollars as you wish.”
The other significant evolving factor is how employers deal with work-life balance. It’s not as binary as offering remote work or not. Employers can be supportive of their teams by allowing them to adjust their hours around family commitments or tailor their systems to suit hybrid work.
According to Wealth Professional’s 2025 data, 46.37 percent of employee respondents work in a hybrid model but the number who would prefer to work this way is 8.78 percent higher.
The key is offering policies that make a workplace more appealing and, as a result, ensure firms attract the most talented workers.
“Quite a few organizations will offer matching gift programs for employee donations to not-for-profits and that is great, but for a lot of individuals, that’s not going to keep them at that company or attract them,” explains Jungwirth. “Another element that I’ve seen in some packages is a lot of companies are open to sabbaticals, but they’re unpaid. Again, that’s not that attractive to potential candidates.”
Wealth Professional’s Top Employers 2025 recognizes the best employers in Canada’s wealth management industry. Organizations participated by submitting information highlighting their practices and employees then completed anonymous forms evaluating their workplace. The firms that achieved an 80 percent or greater average employee satisfaction rating were named Top Employers.
A significant takeaway from the data is that the majority of respondent employees confirmed their employers haven’t asked them for their views. However, the winning cohort stood out for undertaking regular check-ins and feedback sessions, underlining the leading employers’ fundamental principles.
According to a 2025 report by Robert Half, just over half of Canadian finance and accounting leaders are looking to fill permanent positions at their firms as the demand for skilled finance and accounting professionals remains high, with an unemployment rate as low as 3.6 percent in the sector.
Analyzing all employee ratings in WP’s 2025 and 2024 data shows a high degree of commonality and also confirms Jungwirth’s view that sabbaticals are not highly valued.
WP’s Top Employers 2025 Conclusions
- Larger organizations tend to offer more comprehensive benefits and higher overall satisfaction, but smaller organizations can excel, especially in culture and flexibility.
- Compensation and retirement benefits are common pain points, particularly in smaller firms.
- Workplace culture, safety, and professional development are strong across the board.
- Supportive and flexible environments to facilitate work-life balance are crucial for employees.
Employee feedback
Along with rating their employers on defined criteria, employees from across Canada highlighted what they feel improves their workplace.
Below is a selection of the comments shared with WP on what workers feel is beneficial:
- “Appropriate application of AI, including education around it, empowers us rather than making us fear being replaced. This may not sound like high praise, but we’re in the middle of an epidemic of employers mishandling AI implementations and the communication around them.”
- “Inclusion through all aspects of the company. Social events and team-building events bring the team members closer and help them become more than just coworkers.”
- “Processes are streamlined and the company is always looking for ways to innovate and improve how we work.”
- “Strong communication channels, both formal and informal, which help ensure that information flows smoothly and that people feel supported in their roles. This collaborative environment not only improves efficiency but also boosts morale and innovation.”
- “Promoting a safe and inclusive work environment. Furthermore, for the most part, managers allow team members to arrive and leave the office during the hours that work best for the employee. I love the flexibility this provides, and it lets adults be adults.”
- “Managers always ensure that employees are heard, and that their well-being comes first.”
Best Wealth Management Firms to Work for
in Canada | Top Employers
501–1,000 employees
- Avenue Living
- Nicola Wealth
101–500 employees
- Centurion Asset Management
26–100 employees
- Dixon Mitchell Investment Counsel
- Four Eyes Financial
- Harvest ETFs
- Nour Private Wealth
- PortfolioAid
Insights
As part of our editorial process, Key Media’s researchers interviewed the subject matter expert below for an independent analysis of this report and its findings.
Methodology
To find and recognize the best employers in Canada’s wealth management industry, Wealth Professional first invited organizations to participate by filling out an employer form, which asked companies to highlight their offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics including benefits, incentives, development, and culture.
To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Top Employers for 2025.
