As part of NBFWM’s national growth team, Joanna Lozowik leads initiatives to attract top advisor talent and enhance recruitment strategies in Québec and across Canada. After starting her career in litigation, she joined the wealth management industry in 2019 and previously served as Head of Compliance at NBFWM. A law graduate from Université de Montréal, Joanna brings deep expertise in compliance, legal counsel, and business development. When she’s not shaping strategy, she’s likely cycling, hiking, or discovering new wine bars or culinary experiences - preferably in Europe.
Why join National Bank Financial?
At National Bank Financial (NBF), we work to bring wealth advisors from across the country together to help them achieve their business goals and build their success. We provide resources and solutions to the daily challenges of wealth management.
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Culture
Becoming a wealth advisor at National Bank Financial – Wealth Management (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.
Teaming policy
We make every effort to help meet the needs of your clients, as well as stay committed to maintaining your entrepreneurial spirit. That’s why we leave you the freedom to choose your path while equipping you with the tools to achieve your goals.
“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
The NBF Approach
Our entrepreneurial culture is rooted in our desire to support wealth advisors. That desire stems from our three main principles.
Sustainable partnerships
We strive to maintain meaningful and long-term partnerships by providing you with the support and autonomy you need to reach your goals. Want proof? Our advisors stay with us for an average of over 20 years.
Technology
We offer in-depth marketing tools, state-of-the-art software, advanced cybersecurity programs, and the full support of our IT experts to ensure your business stays running smoothly.
The best grid in the industry
We offer an efficient and lean business model where the costs and profits are shared. We also offer competitive benefits such as the highest total compensation in the industry.
Meet our Regional Managers
From coast to coast, meet our team of experts that can help you grow your business model into a success.
Contact our recruitment team
Joanna Lozowik
Tim Kocsar
British Columbia, Alberta, Saskatchewan, Manitoba and Atlantic Canada
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.
Life as a female wealth advisor at NBFWM
Enjoy a supportive environment, flexible work model, attend exclusive events and much more when you join the NBFWM team.
Putting our advisors first
We take pride in fostering an inclusive work environment that allows our wealth advisors to reach their professional and personal goals.
Mentorship program
Help 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.
Not a wealth advisor?
We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.
About NBFWM
Because of our best-of-both-worlds offer, our wealth advisors, on average, have a 20+ year tenure with NBFWM. And that number is growing.
About NBC
National Bank of Canada is a bank with a human touch that forms,
along with its subsidiaries, one of Canada’s largest financial groups.
With more than 31,000 employees, we stand out for our boldness,
entrepreneurial culture, passion, and commitment to diversity.
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).
I’m excited about what we’re building at National Bank.
I get to come to work every day and be surrounded by people who are passionate about they do.
What’s great is that every advisors’ business looks different, whether it’s their team structure, how they market themselves, their core clients – everyone is working on building something that’s really specific to their vision.
But when I think about what brings us together, it’s our passion to have an impact. Whether it’s clients, colleagues or our communities, there’s always that lens on what we can be doing better. This is what our culture is really about.