After receiving his Bachelor’s of Business Administration and Executive MBA (EMBA), Jean-François Richard joined NBFWM in 2017 as a regional manager. He focuses on acting as a coach and business development leader for his wealth advisors, associates and operations team. Constantly reinventing himself to bring new business development ideas forward and improve the ever-evolving roles and structures in place.
Our team on the South Shore of Montreal
Learn more about our regional managers and join our team
Join NBFWM on the South Shore (Montreal)
With branches in Mont-Saint-Hilaire, Dix30, Saint-Jean-sur-Richelieu, Granby, Mont-Saint-Hilaire, Saint-Hyacinthe and Valleyfield, join our team on the South shore of Montreal and reach your full potential.
Our regional managers
Jean-François Richard
Vice-President and Regional Manager
David Beaulieu received his Bachelor’s in Business Administration from HEC Montreal. He joined NBFWM in 2016 and works in collaboration with all our teams on the South Shore of Montreal. He continues the development of a holistic offering focused on personalized service to stand out and help his client’s meet their financial needs.
By the numbers
Number of wealth advisors:
97
Assets under management:
$13.8 billion
Number of branches
9
Branch locations:
DIX30, Granby, Mont-Saint-Hilaire, Saint-Hyacinthe, Saint-Jean-sur-Richelieu and Valleyfield.
Our national leaders
Simon Lemay
Senior Vice President, National Manager Quebec and Atlantic
Simon Lemay joined NBF in 2002 and has been the Senior Vice President and National Manager since 2018. He works diligently to continuously refine NBFWM’s strategic plans and ensure clear communication of head office initiatives with regional management teams. Simon's dedication enables him to cultivate strong partnerships with advisors and their teams, ensuring they have the best tools to serve our clients effectively.
Manel Guizani
Vice-President, Business Development, Quebec
Manel Guizani uses innovative methods to develop meaningful relationships with clients and colleagues. Starting as a financial advisor in 2010, Manel has been the Vice-President of Business Development in Quebec since 2021. Using her extensive experience, collaboration and insights, Manel effectively communicates with clients and helps them reach their business objectives with a human approach.
Why NBFWM is the best of both worlds
Our culture
1 min. 31 sec. Transcript
Testimonial - Manel Guizani
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.
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.
Not a wealth advisor?
We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.
Little details that matter
So we offer our advisors all the independence that they are looking for, as well as the solidity and the scope of business of a large bank. Actually, we love the business of wealth management and we've done significant investments in the past few years to really make sure that our advisors have top tier tools and technology to give their clients an amazing experience. We believe that technology is there to empower and propel our advisors and not there to replace the human relationship. That is essential specifically because we know that money and finance is a subject that is very emotional. So we cannot just forget the human being behind it. We know that artificial intelligence technology, they're amazing tools that are going to be there to support our advisors, but they will never replace that human connection and the relationship that advisors have with their clients. We know that advisors, the most important thing for them are their clients, and that's why all of our decisions are based on what the client really needs. We actually have a lot of committees where we question our advisors. We get all the feedback from advisors to really take our decisions and what to improve based on what our advisors and our clients need. At NBF we really want our advisor to be the leader in his practice and to really make sure that he has everything he needs and that we're only there to support him so that he can provide to his clients and exceptional service.