Our team in Eastern Quebec 

Learn more about our regional managers and join our team

Join NBFWM in Eastern Quebec

With branches in Baie-Comeau, Beauce, Chicoutimi, Québec, Rimouski, Rivière-du-Loup, Lac-Mégantic, Sept-îles and Thetford Mines, join our team Eastern Quebec and reach your full potential.

Our regional managers

Claude Auger

Vice-President and Regional Manager

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Icons/Interface/Medium/mail_vSmall

Claude Auger holds a Bachelor's degree in Business Administration and has over 34 years' experience in the financial sector, including almost 31 years with National Bank Financial. He first worked as an wealth advisor for about twenty years, before taking on a management position at the Quebec City branch. It was only a few years later that he became Regional Manager of the Eastern Quebec region, where he learned to oversee a team of wealth advisors and portfolio managers.

Rachel Poulin

Associate Regional Manager

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Icons/Interface/Medium/mail_vSmall

Rachel Poulin graduated from Bishop's University with a Bachelor of Business Administration in Finance. With 19 years' experience in the financial sector, she now works alongside the Regional Manager, supporting wealth advisors, portfolio managers and associates in perfecting their business practices. Her goal is to proactively engage the region's teams and be there to help them plan, develop and deploy the strategies they need to achieve their goals.

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Number of wealth advisors:

132

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Assets under management:

$20.7 billion 

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Number of branches

15

Branch locations:

Baie-Comeau, Beauce, Chicoutimi, Québec, Sainte-Foy, Rimouski, Rivière-du-Loup, Lac-Mégantic, Sainte-Marie-de-Beauce, Sept-îles, Saint-Félicien and Thetford Mines.

Our national leaders

Simon Lemay

Senior Vice President, National Manager Quebec and Atlantic

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Icons/Interface/Medium/mail_vSmall

Simon Lemay joined NBF in 2002 and is a Senior Vice President and National Manager, since 2018. He diligently works to refine NBFWM's vision and strategic plan while leading a strong sales culture and being the conduct of head office initiatives with our network of branches and employees. Simon's dedication enables him to cultivate strong partnerships with advisors and their teams, providing them with the best tools to effectively serve our clients.

Manel Guizani 

Vice-President, Business Development, Quebec

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Icons/Interface/Medium/mail_vSmall

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.

Why NBFWM is the best of both worlds  

Teaming Policy 

1 min. 59 sec. Transcript

Testimonial - Jennifer Tozser, Senior Wealth Advisor & Portfolio Manager Tozser Wealth Management and Paul Manders, Senior Wealth Advisor & Portfolio Manger Fairay Wealth Management.

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Not a wealth advisor?

We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.

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.

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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.

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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.

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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 

We came over here to National Bank Financial as one of the original teams, new teams sort of in the business. It's very popular now to work in a team format because there's so many things to do. But 20 years ago when we came, we were three partners, shared all the expenses, all the responsibilities, all of the revenue and grew a business over time with lots of business plans to the firm and then working alongside us to grow into what is now five offices, almost 30 people and lots of different leaders and multiple generations of advisors having a lot of fun and helping a lot of people. I've been at National Bank Financial now for five years. My career in the industry is also spanned over 20. I'm going to admit that. But its business is so different from mine. Fairway is just so different because they're multiple advisors with multiple locations. I'm the portfolio manager with one location now. I do have a team and my team is set up a little bit differently. We focus on we have a portfolio management section, and we have an administrative section. So, there's three of us on the portfolio and the four of us on the portfolio management, two on administration and oftentimes a co-op student. So, it's different. But we both have what I would say are successful businesses. There's a lot of different ways to be successful in this business and there's a lot of different types of clients. And here you can work in a way that works for your clients, yourself, your family, your community, and really make a difference. Because at the end of the day, we're entrepreneurs and things change, and they give us the flexibility to change. And just because Paul's had success with Fairway, with his choices doesn't mean that they try and tell me that I have to do it that way too. I mean National Bank just lets you view. We actually were available. We don't have voicemail so we're easy to get pulled. We found in times of stress for clients and when I say stress, I'm not talking about losing a bunch of money. I'm talking, oh my God, I need a $10,000 for my trip. I don't. Where is it? Oh, you know, I forgot my tax return document. So oftentimes these conversations, these phone calls with clients that are important are really only a few minutes of time or maybe it's longer where all they want to do is book an appointment, which is also just two minutes of time. So, by eliminating voicemail, which is something that we've done, really helps our team help clients in their moments of pressure. And we can get back to what I call the work. An estate specialist, a financial planning specialist, a portfolio management specialist. So, we might have one client family talk to four different people on four different topics over the course of half a year or something, as they're trying to answer certain questions as a family. And so those questions lead to more questions, which leads to introductions to other family members and and friends in the community. So, it just tends to as we've grown, the business sort of grows along with it. And and it's now sort of a sustainable thing that has outgrown my name and our original partner's names and is something that I think the firm, our team members and staff can be proud of.