At National Bank Financial – Wealth Management, we are committed to
investment advisors and foster a culture of success. We do this by
partnering with advisors to help them achieve their goals and most
important, those of their clients. Our objective is to provide
advisors with comprehensive resources, industry-leading investment
solutions, and an unparalleled service offer while giving them the
freedom to excel as entrepreneurs.
in annual revenue
in assets under management
· Help advisors deliver the best in products and services to
· Support advisors in delivering a thorough wealth management platform to their clients
· Continuous investment training, product development and state-of-the-art information technology to allow advisors be more efficient and increase their performance
· Encourage advisors’ business growth initiatives
· Foster a positive social image within the community
· Maintain a culture of collaboration and partnership with our advisors
· Provide attractive and competitive compensation packages, recognition programs and other benefits
"Our culture of entrepreneurship is what separates us from other bank-owned firms."
Cameron Rotondo, Investment Advisor, North Bay, ON
"The commitment to invest in the future and in technology allows us to better serve our clients and do our job more efficiently and effectively.”
Ed Svetek, Investment Advisor & Portfolio Manager, Mississauga, ON
"Having worked at NBFWM for the past three years, I can honestly say there is no comparison between us and our competitiors. My boss said it best, 'You have lots of flexibility to run your own business.' Its music to an entrepreneur's ears!"
Karl Zimmerman, Investment Advisor, Oakville, ON
Are you an experienced investment advisor? Would you like to join our team? Contact us.
Are you an experienced investment advisor and would you like to join our team? Contact us.
National Bank Financial - Wealth Management is proud to introduce the investment advisors who joined our team over the last months.