Women in wealth management

National Bank Financial has established itself as the brokerage of choice for women in wealth management.

Join our team ↓

 

What NBFWM is all about

At National Bank Financial, we strive to be the leader for women in finance, offering a unique client experience and exceptional support for female wealth advisors. With a best-of-both-worlds culture that combines unparalleled expertise and a deep commitment to growth, we set ourselves apart in the industry. Discover how our unwavering dedication to your success makes us the ultimate choice for achieving your business aspirations.

The benefits of working at NBFWM

  • Putting our advisors first

    We make it a priority to foster a women-inclusive work environment. Our aim is to help our wealth advisors reach their professional and personal goals.
  • Women’s Symposium

    National Bank Financial proudly welcomes their women wealth advisors from across the country for two days of inspiring conversations. For the last 15 years, the Women's Symposium has been a driver for growth and collaboration. In 2026, we’re looking forward to writing the next chapter, with our 16th edition.
  • A supportive environment

    Enjoy access to our wide range of support teams and management who work side-by-side with our wealth advisors to help them grow and evolve in their role.  
  • Exchanging ideas

    We’ve established peer-to-peer groups that enable our experienced female advisors to share their insight and experience with the next generation.
  • Flexible work model

    Make your schedule and benefit from the flexibility of working from both home and office to best fit your needs.
  • Parental leave

    At National Bank Financial, no advisor ever needs to choose between their family or career. Thanks to the personalized and innovative programs that will help you enjoy the best of both worlds.
  • Mentorship program

    2025 marked the 10th anniversary of our mentoring program and it was our biggest year yet. Each year, we receive a record-breaking number of applications from ambitious young women eager to learn, grow, and lead. Through hands-on experience, dynamic workshops, insightful webinars, and powerful networking opportunities, our program continues to shape the next generation of women in finance—and we’re just getting started.
  • Value of feedback

    Listening and acting on employee feedback is at the heart of our NBFWM best-of-both-worlds culture. Our various councils serve as sounding boards for everything, and their commitment to our growth and development is one of the key factors that sets NBFWM apart.

Insight from our NBFWM leaders

Learn more on what it’s like to be a part of NBFWM

Womens Symposium

Nancy Paquet: Commitment to Inclusion

Nancy Paquet: Commitment to Inclusion

Marie-Claude Brassard: Empowered Autonomy

Jennifer Plenert: Collective Growth

Jennifer Plenert: Collective Growth

Joining a team that cares

“Women possess a distinctive talent for forging meaningful connections and nurturing profound relationships with clients. Empowering our female wealth advisors allows us to amplify the strength and resilience to drive our economy forward. This is why at National Bank Financial, we value the importance of female wealth advisors and provide programs that support them in their professional and personal lives.”


Jonathan Durocher

President, National Bank Financial Wealth Management

Partner in change

Jonathan Durocher, 2023 recipient of the SupportHer (Allie) award, Women of Inspiration™

Illustration of women with their hair becoming the National Bank logo

Women's finances

A place for you to secure your financial independence as a woman

 

Contact our recruitment team

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Manel Guizani

 

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Quebec

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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.

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(in interim) Jennifer Plenert

 

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Ontario

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As a demonstrated leader, Jennifer is responsible for achieving business results through sales management leadership. She works closely with Regional Managers and advisor teams to maximize revenue and productivity opportunities within Ontario, while working to remove barriers that impede sales force effectiveness.  Jennifer believes in maintaining and strengthening relationships with advisor teams by fostering an open and inclusive environment along with an advisor focused culture.

Creating an environment that supports the advancement of women in wealth management is something that Jennifer is passionate about.  She is a co-planner and co-host of the NBF Women Investment Advisors’ Symposium, and a past co-lead on the National Bank Women’s Leadership Network.

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Tim Kocsar

 

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British Columbia, Alberta, Saskatchewan, Manitoba and Atlantic Canada

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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.

Little details that matter

For 18 years, National Bank has been my destination of choice, fostering a workplace where professionals thrive.

From day one, National Bank has supported my growth and my commitment to advancing women in finance, helping me break glass ceilings, and build lasting initiatives.

At National Bank Financial Wealth Management, we actively create opportunities for female Wealth Advisors to succeed with peer groups, mentorships, and a commitment to progress. Reflected in our 19.5% representation above the industry 17%.

We don't just recognize the need for change, we drive it. And that's why I'm excited for the symposium. As a co-founder 15 years ago, I've seen how this community uplifts and inspires.

Every year, I leave empowered to keep making a difference with you.

I joined National Bank Financial 13 years ago and what I appreciate most it is our entrepreneurial culture. Having supported Wealth Advisors for the last 25 years, I realized that it is perfect for those who wants to build long lasting, strong relationship with their clients to help them achieve their financial goal and their dreams. We make a real difference in the growth of the wealth of the entrepreneurs and Canadian families generation after generation.

The flexibility and the parental leave that we offer are unique. We are very excited. We are celebrating our 15th edition of the Women's Symposium this year bringing together advisors across Canada to share, exchange and network. It is a golden opportunity for personal and professional development.

At NBF, we have a culture where women truly lift each other up. It's been my experience as a female leader that we're looking out for each other. I felt this throughout my career in leadership at NBF and specifically now I get that same support from the women in the Office of the President. Succession planning is one of the key pillars at NBF. It's really important to us that we allow the legacies of our existing wealth advisors to continue on in their succession plan. And for that reason, it's important to us that we're connecting them with other wealth adivisors that are like minded and with similar values. It's a little bit like matchmaking. The Women's Symposium is an event that I look forward to every year, and this year we're celebrating our 15th anniversary. What I love about the Women's Symposium is that it connects women from across the country. They create strong relationships and a true community of allies.