Women in wealth management

National Bank Financial has established itself as the brokerage of choice for women in wealth management.

Join our team ↓

 

What NBFWM is all about

At National Bank Financial, we strive to be the leader for women in finance, offering a unique client experience and exceptional support for female wealth advisors. With a best-of-both-worlds culture that combines unparalleled expertise and a deep commitment to growth, we set ourselves apart in the industry. Discover how our unwavering dedication to your success makes us the ultimate choice for achieving your business aspirations.

The benefits of working at NBFWM

  • Putting our advisors first

    We make it a priority to foster a women-inclusive work environment. Our aim is to help our wealth advisors reach their professional and personal goals.
  • Women’s Symposium

    National Bank Financial welcomes its female wealth advisors from coast to coast for this pivotal two-day event designed to provide a platform to network, develop, and help reach their goals. Don’t miss the 15th edition of our amazing event in 2025!
  • A supportive environment

    Enjoy access to our wide range of support teams and management who work side-by-side with our wealth advisors to help them grow and evolve in their role.  
  • Exchanging ideas

    We’ve established peer-to-peer groups that enable our experienced female advisors to share their insight and experience with the next generation.
  • Flexible work model

    Make your schedule and benefit from the flexibility of working from both home and office to best fit your needs.
  • Parental leave

    At National Bank Financial, no advisor ever needs to choose between their family or career. Thanks to the personalized and innovative programs that will help you enjoy the best of both worlds.
  • Mentorship program

    Help guide the next generation of women in finance with our mentoring program designed to provide hands-on experience with valuable workshops, webinars and networking opportunities.
  • Value of feedback

    Listening and acting on employee feedback is at the heart of our NBFWM best-of-both-worlds culture. Our various councils serve as sounding boards for everything, and their commitment to our growth and development is one of the key factors that sets NBFWM apart.

Insight from our female NBFWM advisors

Learn more about how our female wealth advisors are stepping up and growing their businesses.

Lori Vooys: Support and freedom

Sabrina Flint: Client focus & technology

Joining a team that cares

“Women possess a distinctive talent for forging meaningful connections and nurturing profound relationships with clients. Empowering our female wealth advisors allows us to amplify the strength and resilience to drive our economy forward. This is why at National Bank Financial, we value the importance of female wealth advisors and provide programs that support them in their professional and personal lives.”


Jonathan Durocher

President, National Bank Financial Wealth Management

Partner in change

Jonathan Durocher, 2023 recipient of the SupportHer (Allie) award, Women of Inspiration™

Illustration of women with their hair becoming the National Bank logo

Women's finances

A place for you to secure your financial independence as a woman

 

Contact our recruitment team

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Manel Guizani

 

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Quebec

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Manel has been with the Bank since 2010, gaining experience across various departments before joining NBFWM's business development and recruiting team in 2021. She collaborates closely with wealth advisors to support their growth, deeply valuing their business objectives and prioritizing client needs. With a Bachelor of Business Administration from HEC, Manel is passionate about exploring different cultures, cherishes her family and dog, and appreciates the empowering and entrepreneurial environment at NBF.

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(in interim) Jennifer Plenert

 

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Ontario

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As a demonstrated leader, Jennifer is responsible for achieving business results through sales management leadership. She works closely with Regional Managers and advisor teams to maximize revenue and productivity opportunities within Ontario, while working to remove barriers that impede sales force effectiveness.  Jennifer believes in maintaining and strengthening relationships with advisor teams by fostering an open and inclusive environment along with an advisor focused culture.

Creating an environment that supports the advancement of women in wealth management is something that Jennifer is passionate about.  She is a co-planner and co-host of the NBF Women Investment Advisors’ Symposium, and a past co-lead on the National Bank Women’s Leadership Network.

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Tim Kocsar

 

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British Columbia, Alberta, Saskatchewan, Manitoba and Atlantic Canada

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Since joining NBFWM in 2018, Tim has co-managed Alberta and the Okanagan, recruiting high-performing advisory teams, and since 2020, has attracted advisors across Canada. He helps advisors explore new possibilities to accelerate their practice goals and is fully invested in their transition to ensure success. Holding a Bachelor of Arts from Simon Fraser University and additional business credentials, including the Chartered Investment Manager, Tim values family time with his wife and two daughters, traveling, scuba diving, underwater photography, and tinkering with classic cars, while appreciating NBFWM’s unique culture and camaraderie.

Little details that matter

For our team, what made NBF the destination of choice was that it was the least “bank-ey” of all of the banks. It gave us tremendous freedom to run our business in the way that we had always done and that we felt was right for our clients with lots and lots of support and almost no interference. We couldn't have asked for anything better.

NBF has been the best place for me to build my business. We have a supportive management team. Who are proactive and dynamic, and we have an entrepreneurial culture that is focused on providing advisors with the tools and resources that we need to best service our clients. If we don't have the tool already in existence, NBF has been creating them for us. Best of all, NBF has a strong focus on developing women advisors and supporting us in our careers. We have a women's symposium that happens once a year for advisors across Canada, and we also have a young women's mentorship program that partners with universities across the country to help young women exploring our field.