Reaching Tomorrow's Women Investment Advisors

8th edition of the National Bank Financial (NBF) Wealth Management Women Investment Advisors' Symposium

For its 8th edition held in September in Montreal, the Women Investment Advisors' Symposium raised the bar yet again. With enriching conferences, networking opportunities and sharing of best practices, the Symposium offered its 110 participants from across Canada a host of new ideas to enhance their business practices.


Young women registered in the National Bank Financial Wealth Management Mentorship Program were also invited to this year's event. The Mentorship program is intended for young women in their second year of study at a Canadian university and offers the chance to learn more about the investment advisor profession and be mentored two hours a month, for a period of nine months. In addition to being supported by an experienced advisor, the students can expand their professional network by interacting with advisors and their clients, as well as influential people in the industry. They also get a chance to participate in business development and networking activities, such as the Symposium.

Created in 2015, the Mentorship program aims to attract more young women to the investment advisor profession by highlighting its benefits.


Under the theme Taking Action+, the Symposium covered a variety of topics including techniques for getting referrals, saving, innovative sales approaches, tools for building model portfolios, our clients' life goals, and the tax and emotional aspects of intergenerational business transfers.
"The + in our theme represents that everybody has something to learn, that we can do more for our clients and that we need to adapt the IA practice to our clients today. It's often the little extra effort that makes all the difference," stated Rachel Poulin, Manager – Wealth Management Solutions team.

Several activities organized before and after the Symposium, such as golfing, made it possible for participants to continue their discussions while having a little fun.

Next year, the Symposium will be held in Quebec City. Don't miss it!

Interested in the investment advisor profession? Watch this!


Hear what former participants have to say

“During the symposium, I was able to meet really inspiring people and learn from their experiences. Actually, getting to know women of all ages allowed us to learn a lot about the shifting environment. A piece of advice: dare!”
Lylia Benjelloun – HEC Montreal (2017)

“The symposium allowed me to meet, exchange with and create new contacts with inspiring women who are successful in the world of finance. As well, for me, it was an enriching experience, as well as a unique chance to learn about the reality of investment advisors. Regardless of their various paths, they knew how to inspire me which lets me take my own path now.”
Élisabeth Chouinard, Laval University (2017)