Nancy L.Dumont

Nancy L.Dumont Email and Phone Number

Business Development, Sales & Marketing//Investment management, Financial planning, Banking//
Nancy L.Dumont's Location
Canada, Canada
Nancy L.Dumont's Contact Details

Nancy L.Dumont personal email

About Nancy L.Dumont

I offer both advisors and their clients a solid mix of expertise and experience acquired over twenty-five years in the securities, investment fund and banking industries. As a wholesaler, I acquired hands-on experience in practice management and new business initiatives with financial advisors. I also possess Institutional equity trading experience, sales & marketing of wealth management products, presentation and training skills, writing and translation skills re: financial planning materials & financial literacy. Specialties: Financial Divorce Specialist, FDSCdn Investment Manager, CIMFellow of the Cdn Securities Institute, FCSI

Nancy L.Dumont's Current Company Details

Business Development, Sales & Marketing//Investment management, Financial planning, Banking//
Nancy L.Dumont Work Experience Details
  • National Bank Of Canada
    Mortgage Development Manager/Advisor Banking Services
    National Bank Of Canada Jan 2020 - Jan 2023
    Ontario, Canada
    -Coverage of a region of five of our Bank branches in Windsor & Essex County working with new clients, realtor referrals and new construction -Promotion of banking products among Independent Financial Advisors
    View
  • Nldumont Financial
    Advisor
    Nldumont Financial May 2018 - Dec 2019
    Life-licensed independent advisor with an emphasis on advice to women offering financial literacy, presentations and cash flow & debt-management strategies
  • Manulife Bank Of Canada
    Past Business Development Consultant
    Manulife Bank Of Canada Jan 2016 - Oct 2017
    Ontario, Canada
    View
  • Manulife Bank Of Canada
    Banking Consultant
    Manulife Bank Of Canada Jan 2015 - Jan 2016
    Ontario
    View
  • Business Communications Trainer, Instructor And Presenter
    Self-Employed
    Business Communications Trainer, Instructor And Presenter 2007 - 2014
    Work one-on-one or with groups in corporate settings providing presentation skills enhancement, oral and written language training in both English & French; also available to deliver investment management product, service & educational presentations to investing public.
  • Dundee Securities Corporation
    Regional Portfolio Specialist
    Dundee Securities Corporation May 2004 - Mar 2006
    Worked with investment advisors and financial planners to help them take full advantage of the various tools available to them through training and presentations Supported in managing their businesses through writing proposals and letters.
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  • Dynamic Mutual Funds
    Regional Sales Management
    Dynamic Mutual Funds Jun 2001 - Apr 2004
    Developed a significant expertise with fee-based accounts, making my territory top sales performer in Eastern Canada
  • Isl-Lafferty Harwood Securities(Co
    Manager , Sales And Business Development
    Isl-Lafferty Harwood Securities(Co Dec 2000 - Jun 2001
    Recruitment, sales training and motivation of investment advisors-Planning and implementation of sales budgets and services-Developed and presented seminars and conferences for Ionian Securities clients
  • Global Strategy Financial Inc.(Co
    Regional Sales Manager
    Global Strategy Financial Inc.(Co May 1999 - Nov 2000
    sold to competitor)-Sales coverage of investment dealers and financial planners of Canadian fund lineup and 'NM Rothschild's international family in Quebec and Ottawa region; focus on retention of assets and new business through individual, branch meetings, and numerous roadshows with portfolio managers
  • Dynamic Mutual Funds
    Regional Sales Manager
    Dynamic Mutual Funds Sep 1998 - May 1999
    -sales coverage of dealers and planners in Montreal region and outlying Quebec regions-planning and coordinating portfolio managers' presentations and conferences
  • Bank Of Montreal
    Trust And Investment Sales Manager
    Bank Of Montreal Aug 1997 - Sep 1998
    -responsibility of a region in east Montreal (19 branches) developing market for all investment and trust services by evaluating and referring clients to specific services of the bank-training and presentations to bank staff members pertaining to investment vehicles and sales strategies
    View
  • Scotia Securities Inc.
    Trader
    Scotia Securities Inc. May 1995 - Jun 1997
    -equity and bonds order execution for retail and corporate clients-marketing and training support at the bank branch level of discount trading
  • Deacon Barclays Dezoete Wedd
    Institutional Equity Trader
    Deacon Barclays Dezoete Wedd 1993 - 1995

Nancy L.Dumont Skills

Equity Trading Wealth Management Sales Equities Investments Portfolio Management Mutual Funds Finance Securities Investment Management Trading Bonds Financial Planners Investment Advisory Financial Planning Retirement Planning Investment Strategies

Nancy L.Dumont Education Details

  • Concordia University
    Concordia University
    Economics
    View
  • Mcgill University
    Mcgill University
    Management
    View
  • Advocis/Foran
    Advocis/Foran
    Life Licensing Qualification Program
  • Academy Of Financial Divorce Specialists
    Academy Of Financial Divorce Specialists
    Financial Planning
  • Canadian Securities Institute
    Canadian Securities Institute
    Partners Directors Senior Officers Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Branch Managers Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Professional Financial Planning Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Chartered Investment Manager
  • Canadian Securities Institute
    Canadian Securities Institute
    Fellow Of The Canadian Securities Institute

Frequently Asked Questions about Nancy L.Dumont

What is Nancy L.Dumont's role at the current company?

Nancy L.Dumont's current role is Business Development, Sales & Marketing//Investment management, Financial planning, Banking//.

What is Nancy L.Dumont's email address?

Nancy L.Dumont's email address is nl****@****ail.com

What schools did Nancy L.Dumont attend?

Nancy L.Dumont attended Concordia University, Mcgill University, Advocis/foran, Academy Of Financial Divorce Specialists, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute.

What skills is Nancy L.Dumont known for?

Nancy L.Dumont has skills like Equity Trading, Wealth Management, Sales, Equities, Investments, Portfolio Management, Mutual Funds, Finance, Securities, Investment Management, Trading, Bonds.

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