Marilyn brings strong expertise in sales and business development, along with a well-established network across the Greater Toronto Area. She began her career at National Bank Investments in 2014, where she contributed to the sales and business development of investment products. She later joined the National Bank Independent Network as Sales Director, where she focused on promoting the independent model and driving new business growth for NBIN on a national scale. Outside of work, Marilyn enjoys discovering new restaurants and travelling.
Trailblazers belong here
Get the best of both worlds with National Bank Financial – Wealth Management
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Why join us | Our approach | Women advisors | Leadership | Recruitment
Why join National Bank Financial–Wealth Management?
At National Bank Financial – Wealth Management (NBFWM), we partner with advisors who take an entrepreneurial, client-first approach to building their business. As curious and driven individual, our advisors value independence while benefiting from the strength and scale of a national firm.
If this mindset resonates with you, we’d welcome the opportunity to explore how your business could grow with us.
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Best of both worlds
Being a wealth advisor at NBFWM means combining the ambition of an entrepreneur with the support of one of Canada’s largest brokerage firms. We make this happen through reliable and sustainable partnerships between our leaders and advisors.
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Build your business your way
We make every effort to meet the needs of your clients, while staying committed to helping you grow your business. That’s why you’ll have the freedom to design the business that reflects your ambitions, with all the tools you need.
The NBFWM Approach
Our entrepreneurial culture is rooted in our desire to support wealth advisors build and sustain their businesses. That desire stems from our three main principles that set us apart in the industry.
We are Advisor focused
We listen, care, and create an environment where your opinion truly counts. Advisor collaboration and feedback are essential to making us better. Through our Advisor Council, they play a direct role in shape key decisions that impact the evolution of our business, from strategy to the client experience.
We are Entrepreneurs
We align our interest with yours to help you succeed and grow your business. To do this, we provide resources such as business development accounts, advisor succession programs, and competitive teaming policies focused on your growth.
We keep it personal
Our executive and regional management teams are open- minded, genuinely approachable, and locally accessible.
Investing in women advisors
Enjoy a supportive environment, flexible work model, attend exclusive events and much more when you join the NBFWM team.
Your success matters
We take pride in fostering an inclusive work environment that allows our wealth advisors to reach their professional and personal goals.
Mentorship program
Helping guide the next generation of women in finance with our mentorship program designed to provide hands-on experience with valuable workshops, webinars and networking opportunities.
Our leadership team
“NBFWM is the best of both worlds: we offer our advisors the strength of a major bank, enabling them to stand out amongst the competition and meet the needs of today's clients. What's more, we offer an ultra-entrepreneurial environment and culture that allows advisors to manage their practice, their way.”
Jonathan Durocher
President of National Bank Financial – Wealth Management
Simon Lemay
Senior Vice President, National Manager Quebec and Atlantic
Jennifer Plenert
Senior Vice President, National Manager Ontario
Patrice Cayer
Senior Vice President, National Manager Western Canada
Meet our regional teams
From coast to coast, our team of experts is here to help you successfully grow your business.
Start the conversation with our recruiter
Marilyn Huynh
Not a wealth advisor?
We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.
Little details that matter
National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF) and a trademark owned by National Bank of Canada (NBC) that is used under licence by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is an indirect wholly owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
Hey Daniel, few questions.
Sure, come walk with me. Describe your style as an advisor. Family oriented. What's your northstar?
Definitely my grandmother. First conversation or final results?
Conversation. It's all about how you make people feel. What's the biggest plus working here? They let me be me.
Last question. Independence or stability? Both.
Hey, Jennifer. few questions. You bet.
What's the biggest misconception about wealth management? That we're all the same. Complex plans or simple solutions?
Simple solutions to complex plans. Why NBF?
Because they allow me to focus on what's important to me. Last question. Independence or stability? Both.