Key Recommendations and Action Plan

• Promote socially responsible investing

Collaboration with the third party supplier,
Provide investment dealer services.

• Strengthen marketing and promotional strategies

Assist the customers
• Working towards success as a team
Focus on the team goal, not an individual goal
Conflict management
• Focus on diversity and inclusion
Anti-racism and anti-oppression training
Forms for feedback
Selection criteria in the hiring process
Diversity and inclusion policy
• Reduce financial uncertainties
Loan deferral program
Reduction in credit card interest
• Addressing environmental concerns
Vancity net-zero by 2040
Replacing gas-powered heating and cooling system
Work from home practices
Environmental friendly transportation
Implications for an HR

• Ensure that the employees are equipped to provide a positive environment

• Ensure the employees are aware of the recent products and services
• Delivery of training programs for the employees
• Address the channel conflict and motivate to work towards a single goal.
• Ensure inclusion and diversity at the workplace

• Motivate the employees to promote wealth management services

• Drive employee engagement activities.

• Collect feedback from employees and clients.