The tenth annual Wealth Professional Rising Stars is back to showcase 40 of the industry's best and brightest young professionals in the wealth management industry. We are looking for newcomers already making a difference with their energy and fresh ideas. Who are the emerging leaders that deserve a place on the 2024 list? Let us know by filling out the form below.To be eligible, entrants must: Be aged 40 or under on October 30, 2024 Work in a role that relates to, interacts with, or impacts in some way the wealth management industry in Canada Have committed to a career in, and hold a passion for, the wealth management industry Have never previously been recognized as one of Wealth Professional Canada's Rising Stars (or Young Guns) The winners will be featured on the Wealth Professional website in October. Entries close Friday, July 26.Wealth Professional is committed to promoting diversity and inclusion in the industry. We celebrate diversity in all forms, including gender identity, sexual orientation, ability, and ethnicity. We want our awards to celebrate the diverse voices of the wealth management industry and invite nominations from across the profession.For any questions or concerns, please aly.balatbat@keymedia.com Question Title * 1. Please provide your details below: Name: Age as of October 30, 2024 (Must be 40 or under): Date of birth: Job title: Company name: Email address: Phone number: City/Province: Years of experience as an advisor (if applicable): Question Title * 2. Outline the scope of your current role and responsibilities (max 500 words): Question Title * 3. What’s been the biggest challenge as a rising wealth management leader over the past two years? Question Title * 4. Have you had a mentor who has guided your career? Yes No Please add any details you wish to share Question Title * 5. What makes a Rising Star? What traits are important to generate rapid advancement in your career? Rate the following from 1-5 where 5 is very important, and 1 is not important. 5 (very important) 4 3 2 1 (not important) Hard work Hard work 5 (very important) Hard work 4 Hard work 3 Hard work 2 Hard work 1 (not important) EQ EQ 5 (very important) EQ 4 EQ 3 EQ 2 EQ 1 (not important) Legal knowledge Legal knowledge 5 (very important) Legal knowledge 4 Legal knowledge 3 Legal knowledge 2 Legal knowledge 1 (not important) A relevant degree A relevant degree 5 (very important) A relevant degree 4 A relevant degree 3 A relevant degree 2 A relevant degree 1 (not important) Long career at the same employer Long career at the same employer 5 (very important) Long career at the same employer 4 Long career at the same employer 3 Long career at the same employer 2 Long career at the same employer 1 (not important) Specific management training Specific management training 5 (very important) Specific management training 4 Specific management training 3 Specific management training 2 Specific management training 1 (not important) Please specify any other traits you think are important Question Title * 6. Provide details of relevant career goals and the steps being taken to help achieve these goals, including professional development and continuing education undertaken (max 250 words): Question Title * 7. Did you seek out a career in wealth management or was it just the opportunities that came your way? Yes No - it was an opportunity that came my way Please add any details you think relevant. Question Title * 8. What do you feel is your biggest strength professionally? Question Title * 9. What do you think is the single most important trait to become a leader in the wealth management profession? Question Title * 10. Compliance contact information, if applicable: Name: Job Title: Company: Email address: Phone number: Question Title * 11. Nominator details, if applicable: Name: Job Title: Company: Email address: Phone number: Question Title * 12. Thanks for your insight. If our editor chooses to use your comments, can we quote you by name or would you prefer to remain anonymous? Yes, you can quote me No, I prefer to remain anonymous Question Title * 13. If successfully selected, I accept that the contact information provided may be shared with third parties (sponsor(s) of this survey) for the purposes of functions and activities including, but not limited to, sales, marketing, and administration. Yes No Question Title * 14. Does your compliance team support this submission? Yes No Question Title * 15. The information provided in this submission is accurate to the best of my knowledge. If the nominee is successfully selected, I accept that any or all information provided (excluding information clearly marked confidential) may be published on the Wealth Professional Canada website, and will not be subject to an approval process. Agree SUBMIT
