We constantly innovate to provide a simple, flexible and personalized experience for investment and insurance advisors across Canada by enabling them to meet and surpass their clients’ banking needs.
Our new digital experience will enrich an already established relationship between you and your client and provide holistic solutions that increase your clients’ overall wealth. You will be able to track your clients' file progress and stay up to date with their objectives.
You will soon be able to access our optimized consumer insights from your dashboard and refer and track your clients’ file progress from our digitally advanced advisor experience.
We’ll help you develop your professional relationships with your clients and provide solutions to common roadblocks such as client loyalty, cash flow, investment opportunities, and much more.
We ensure high client retention by offering personalized solutions to fit their banking needs. Providing this value to clients can help position you as their primary advisor, which reduces their exposure to solicitation for investment or insurance products by other institutions.
We are known for our solutions-based tactics that put business relationships first. Take advantage of our personal approach and watch your business grow.
Our team has more than 100 members across Canada to support you in your business needs and is available in person or over the phone.
Never miss a beat for your clients by staying up-to-date on their progress with our Digital Hub. You will be able to identify their needs and refer them to us with the assurance that they will benefit from a quality treatment.
National Bank aims to provide the best client experience by keeping their immediate interests in mind. With ever-evolving products and services, clients will have access to the most relevant products to meet their needs.