Partner with us

National Bank Financial – Wealth Management
Great opportunities await

 

 

Investment advisors, our key partners

At National Bank Financial – Wealth Management, we are committed to investment advisors and foster a culture of success. We do this by partnering with advisors to help them achieve their goals and most important, those of their clients. Our objective is to provide advisors with comprehensive resources, industry-leading investment solutions, and an unparalleled service offer while giving them the freedom to excel as entrepreneurs. 

An industry leader

+ 400,000

clients

$800 million

in annual revenue

$110 billion

in assets under management

At NBF we

·       Help advisors deliver the best in products and services to their clients

·       Support advisors in delivering a thorough wealth management platform to their clients

·       Continuous investment training, product development and state-of-the-art information technology to allow advisors be more efficient and         increase their performance

·       Encourage advisors’ business growth initiatives

·       Foster a positive social image within the community

·       Maintain a culture of collaboration and partnership with our advisors

·       Provide attractive and competitive compensation packages, recognition programs and other benefits

Six reasons to join us

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Entrepreneurial spirit

Take charge of your own success.

You will be free to position yourself in the market and set your own priorities.

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Passion for the brokerage industry

You will be surrounded by talented individuals who share your enthusiasm for finance and are committed to excellence.

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People first

You will build lasting relationships with our clients, employees and the community.

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National firm

We have challenging opportunities for you across Canada. Nearly 50% of our assets under management are from outside the province of Quebec.

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Industry leading grid

We offer the best compensation package in the industry. 

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Innovative approach

Support your clients across generations with our myWEALTH investment program.

Why our investment advisors stay

"Our culture of entrepreneurship is what separates us from other bank-owned firms."

Cameron Rotondo, Investment Advisor, North Bay, ON

 

"The commitment to invest in the future and in technology allows us to better serve our clients and do our job more efficiently and effectively.”

Ed Svetek, Investment Advisor & Portfolio Manager, Mississauga, ON

 

"Having worked at NBFWM for the past three years, I can honestly say there is no comparison between us and our competitiors. My boss said it best, 'You have lots of flexibility to run your own business.' Its music to an entrepreneur's ears!"

Karl Zimmerman, Investment Advisor, Oakville, ON

 

We would like to get to know you

Are you an experienced investment advisor? Would you like to join our team? Contact us.

Senior Vice-President and 
National Sales Manager

Simon Lemay

Senior Vice-President and
National Sales Manager

Denis Gauthier

Western Canada, Prairies, Ontario and Atlantic
Simon Lemay
simon.lemay@nbc.ca

Regional Managers

Are you an experienced investment advisor and would you like to join our team? Contact us.

Canada West, Prairies and Atlantic

Ben West

British Columbia
Ben West
604-443-4018
benjamin.west@nbc.ca

Patrice Cayer

Alberta and Okanagan
Patrice Cayer
403-531-8450
patrice.cayer@nbc.ca

Jennifer Schafer

Prairies and Atlantic
Jennifer Schafer
204-925-7962
jennifer.schafer@nbc.ca

Canada East 

Jennifer Plenert

Toronto 
Jennifer Plenert
416-507-9597
jennifer.plenert@nbc.ca

Robert Hatfield

Ontario
Robert Hatfield
416‑507-9135
robert.hatfield@nbc.ca

Mario Ruiz

Ontario
Mario Ruiz
613-760-3452
mario.ruiz@nbc.ca

François Pintal

North Shore Montreal
François Pintal
450-686-5455
francois.pintal@nbc.ca

Jean-François Richard

South Shore Montreal
Jean-François Richard
450-676-3182
Jeanfrancois.richard@nbc.ca

Styves Langlois

Montreal and Gatineau
Styves Langlois
514-390-7330
Styves.Langlois@nbc.ca

Claude Auger

Quebec City and East of Quebec
Claude Auger
418-649-2527
claude.auger@nbc.ca

Marie-Claude Brassard

Central Quebec
Marie-Claude Brassard
819-372-5907
marie-claude.brassard@nbc.ca

Come grow with us

We are one of Canada's top employers.

Not an investment advisor? We are also looking for professionals from all walks of life who want to build the bank of tomorrow.

View all our job offers

Women play an important role in finance. Discover our mentorship program for women

Are you a student who is passionate about finance and building relationships? Join our team! You can take advantage of our unique internship program and be mentored by female wealth management professionals.

Discover the program

New faces amongst us

National Bank Financial - Wealth Management is proud to introduce the investment advisors who joined our team over the last months.

Philippe Cordeau
(Sorel)

Isabelle Lemay
(Sorel) 

Alexandre Mazigi
(Laval)

Bill Acorn
(Vancouver)

Ken Gordon
(Vancouver)

Gina P. Bosetti
(Vancouver)

Nick Majendie
(Vancouver)

Derek Kitchen
(Fredericton)

Christian Cooke
(Toronto)

Lawrence Bramer (Toronto)

Jason Wong
(Toronto) 

John Wiman
(Toronto)

Dirk Yzenbrandt
(Sidney)

Susan McClinton
(Sidney)

Sylvain Trudel
(Montreal)

Catherine Ayotte
(Winnipeg)

Lori Vooys
(Calgary)

Greg Stevenson
(Calgary)