National Bank Investments
Industry: Company
DescriptionFounded: 1987 Parent organization: National Bank of Canada
National Bank Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Bank Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Bank Investments Employees
National Bank Investments August 2008 - Present
CIBC Asset Management June 2006 - February 2008
CIBC Asset Management January 2004 - June 2006
CIBC Asset Management July 2001 - January 2004
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Portfolio Management, Equities, Asset Managment, Fixed Income, Banking, Securities, Investment Advisory, Strategic Financial..., Financial Services, Financial Markets, Financial Analysis, Risk Management, Retirement Planning, Structured Products, Financial Advisory, Business Development, Asset Allocation, Asset Management, Financial Planning
Education
Concordia University 1997 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
College Lasalle 1994 — 1997
DEC, Business Administration and Management, General
CIBC Asset Management March 2015 - Present
National Bank Direct Brokerage April 2014 - March 2015
Canadian Football League June 2012 - June 2014
National Bank Investments January 2012 - April 2014
Investors Group Financial Services Inc. May 2011 - July 2011
RBC May 2010 - August 2010
Skills
Investments, Customer Service, Finance, Marketing, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Accounting, Thompson One, Capital IQ, VBA, Matlab, Rotman Interactive..., Public Speaking, Management, Social Media, Banking, PowerPoint, Analysis, Event Planning, Research, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Business Development, Teamwork, Trading, Financial Services
Education
Université de Sherbrooke
Graduate Diploma (D.E.S.S.), Finance and Risk management
Howard University 2007 — 2011
International Business, Finance
Cégep du Vieux Montréal 2003 — 2006
DEC, Business
Collège Mont-Saint-louis 1998 — 2003
IA Clarington Investments July 2015 - Present
Manulife Investments February 2015 - July 2015
Standard Life Investment October 2014 - February 2015
National Bank Investments September 2011 - October 2014
Skills
Mutual Funds, Banking, Finance, Financial Markets, Investments, Building Relationships, Salesforce.com, Fidelity, Risk Management, Securities, Corporate Finance, Credit, Wealth Management, Financial Analysis, Team Leadership, Capital Markets, Fixed Income, Project Management, Investment Management, Equities, Credit Risk, Operations Management, International Trade, Bloomberg, Leadership, Morningstar
Education
John Molson School of Business, Concordia University 2012 — 2014
Bachelor of Commerce (B.Comm.), Finance
McGill University 2010 — 2012
Certificate, Business Administration and Management, General
McGill University 2009 — 2010
Certificate, English Language and Literature/Letters
Lycee Louis Massignon 2007 — 2009
French Baccalaureat, Science, Biology
National Bank Investments April 2013 - Present
Desjardins April 2010 - April 2013
Standard Life Investments August 2006 - April 2010
Standard Life Investments August 2002 - August 2005
Standard Life May 2000 - August 2002
Skills
Investments, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Bloomberg, Financial Analysis, Retirement Planning, Retirement, Equities, Alternative Investments, Fixed Income
Education
Université du Québec à Montréal / UQAM 1996 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
John Abbott College 1992 — 1994
Business administration, Mathematics
National Bank Investments September 2013 - Present
National Bank of Canada April 2011 - September 2013
Natcan March 2009 - May 2011
National Bank of Canada February 2005 - February 2009
National Bank of Canada November 2001 - January 2005
Skills
Financial Analysis, Business Strategy, Strategic Financial..., Finance, Portfolio Management, Business Development, Management, Salesforce.com, Investments, Sales Process, Mutual Funds, Analysis, Banking, Financial Planning, Marketing, Strategy, Training, Sales, Risk Management, Team Leadership, Coaching, Business Resilience
Education
Université du Québec à Montréal 2001 — 2004
Bachelor, Administration, Finance
National Bank Investments July 2013 - Present
Shnarped Hockey (startup) September 2012 - Present
National Bank of Canada January 2013 - June 2013
Shnarped Hockey (startup) May 2012 - August 2012
National Bank of Canada December 2008 - July 2011
Mackenzie Investments September 2006 - August 2007
Skills
Sales, Marketing, Financial Services, Mutual Funds, Investments, Wealth Management, Business Development, Digital Media, Startup Development
Education
The University of British Columbia 2011 — 2013
Master of Business Administration (MBA), Marketing
Wilfrid Laurier University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
National Bank Investments October 2011 - Present
Apple October 2010 - October 2011
National Bank Investments April 2007 - October 2010
Skills
Business Development, New Business Development, Leadership, Social Media, Banking, Customer Service, Management, Sales, Social Networking, Coaching, Marketing Strategy, Finance, CRM, Training, Strategic Planning, Negotiation, Strategic Communications, SEO, Forecasting, Team Leadership, Digital Communication, Customer Retention, iPad training, iPhone training, Networking, Business Strategy, Mac OS X, Google Analytics, Salesforce.com, Mobile iOS, Web Analytics, Digital Strategy, Media Monitoring, Photography, Digital Photography, Sales Prospecting, Strategic Prospecting, Client Prospecting, New Client Prospecting, Conference Speaking, Risk Management
Education
Concordia University 2008 — 2008
Certificate, Management
Champlain Regional College 2000 — 2003
D.E.C 3 year program, Finance
Lasalle college 2006 — 2006
A.E.C., Mortgage and real estate law (in Quebec)
Shaw Academy 2015 — 2015
Foundation Diploma, Digital Marketing
National Bank Investments May 2015 - Present
LMWR & Associates Consulting Group July 2013 - Present
AGF Management Limited January 2014 - May 2015
Solidifi May 2012 - January 2014
Stephan Tan School of Music September 2011 - June 2012
Ryerson Entrepreneur Institute (REI) February 2010 - March 2012
Ontario Ministry of Labour May 2011 - September 2011
Skills
Leadership, Entrepreneurship, Customer Service, Public Speaking, Time Management, Management, Social Media, Training, Team Leadership, Strategy, Mutual Funds
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Law & Business Major/Minor in Professional Communication
National Bank Investments April 2015 - Present
Banque Nationale April 2012 - April 2015
TEVA Canada 2007 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Office, Customer Service, Teamwork, Banking, Investments, Finance, Team Leadership, Risk Management, Corporate Finance, Leadership, Financial Reporting, Bloomberg
Education
John Molson School of Business 2008 — 2011
Bachelor's Degree, Major Finance Minor Management
HEC-ULg
Finance, General
Collège Jean-de-Brébeuf 2006 — 2008
D.E.C., Sciences humaines
National Bank Investments September 2014 - Present
National Bank Financial November 2008 - Present
National Bank Financial November 2006 - November 2008
Invesco Ltd. November 2005 - November 2006
National Bank Financial September 2003 - October 2005
Skills
Business Development, Investment Solutions, Wealth Management, Mutual Funds, Portfolio Managers..., Fee-Based Platforms, Leadership Development, Organic Growth..., Business Intelligence
Education
Harvard Division of Continuing Education 2014 — 2014
Leadership & Decision Making
HEC Montreal - McGill University - Université Sherbrooke
Sherbrooke University 2007 — 2010
MBA
McGill University 2004 — 2005
Graduate Diploma, Treasury Finance
HEC Montreal 2000 — 2003
BAA, Finance
National Bank Investments April 2015 - Present
Desjardins Financial Security December 2013 - March 2015
Fidelity Investments January 2010 - July 2013
Fidelity Investments August 2006 - January 2010
Tricycle Asset Management February 2003 - July 2006
BMO Nesbitt Burns February 2002 - February 2003
State Farm Insurance November 1998 - February 2002
TD May 1998 - November 1998
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Securities, Insurance, Retirement, Alternative Investments, Business Strategy, Financial Analysis, Retirement Planning, Equities, Trading, Investment Advisory, Risk Management, Financial Advisory, Strategic Financial..., Financial Services, Fixed Income, Credit, ETFs, Asset Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
MBA
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate Diploma
Humber College 1997 — 1998
Certificate Diploma
York University 1993 — 1997
BA (Hons)
National Bank Investments May 2015 - Present
CI Investments Inc. April 2011 - May 2015
TD Bank Group March 2008 - April 2011
CIBC February 2005 - March 2008
Skills
Mutual Funds, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, Fixed Income, Financial Planning
Education
Ryerson University
B.Comm., Finance, International Business
National Bank Investments September 2015 - Present
RBC Direct Investing Inc. March 2014 - September 2014
Dawson College September 2011 - May 2014
Corporate Fleet Services January 2013 - January 2014
The CSL Group Inc. September 2012 - December 2012
Deloitte Canada January 2012 - April 2012
Énergie Cardio October 2009 - December 2011
Dunkin Donuts May 2003 - August 2008
Skills
Teamwork, French, Customer Service, PowerPoint, Social Media, Microsoft Excel, Event Planning, Microsoft Office, Financial Analysis, Coaching, Microsoft Word, Public Speaking, Outlook, Personal Training, Time Management, Marketing
Education
CFA institute
CFA Program
Concordia University 2010 — 2014
Bachelor of Commerce (BCom), Finance, Member of Co-operative Institute
Concordia University 2005 — 2009
Bachelor of Science (BSc), Kinesiology and Exercise Science
Collège de Maisonneuve 2002 — 2005
Associate's Degree, DCS in Pure & Applied Sciences
National Bank Investments December 2014 - Present
Comité Organisateur - Omnium Financier 2016 April 2015 - Present
Université Laval September 2013 - December 2014
Financière Banque Nationale May 2014 - August 2014
Financière Banque Nationale June 2013 - August 2013
Banque Nationale du Canada April 2012 - June 2013
Education
Université Laval 2011 — 2014
Baccalauréat en administration des affaires, Profil International, Finance, GPA: 3.88/4.33, Major GPA: 4.22/4.33
Universität Mannheim 2012 — 2012
Échange international, Finance
Collège François-Xavier-Garneau 2009 — 2011
Diplôme d'études collégiales, Sciences de la Nature - Profil Vie et Santé
National Bank Investments September 2015 - Present
TD December 2014 - August 2015
TD January 2013 - December 2014
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Budgets
Education
Ryerson University 2011 — 2015
Bachelor of Commerce (BCom), Finance
St. Michaels College School 2006 — 2011