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Nancy L.Dumont Email & Phone Number

Self-employed at Business communications trainer, instructor and presenter
Location: Canada, Canada, Canada 14 work roles 9 schools
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Current company
Business communications trainer, instructor and presenter
Role
Self-employed
Location
Canada, Canada, Canada

Who is Nancy L.Dumont? Overview

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Nancy L.Dumont is listed as Self-employed at Business communications trainer, instructor and presenter, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Nancy L.Dumont.

Nancy L.Dumont previously worked as Mortgage Development Manager/Advisor Banking Services at National Bank Of Canada and Advisor at Nldumont Financial. Nancy L.Dumont holds Bachelor Of Arts - Ba, Economics from Concordia University.

Profile bio

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

Listed skills include Equity Trading, Wealth Management, Sales, Equities, and 13 others.

Current workplace

Nancy L.Dumont's current company

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Business communications trainer, instructor and presenter
Business Communications Trainer, Instructor And Presenter
Self-employed
Kingsville, ON, CA
14 roles · 33 years

Nancy L.Dumont work experience

A career timeline built from the work history available for this profile.

Self-Employed

Business Communications Trainer, Instructor And Presenter

Kingsville, ON, CA

Mortgage Development Manager/Advisor Banking Services

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

Jan 2020 - Jan 2023

Advisor

Nldumont Financial

Life-licensed independent advisor with an emphasis on advice to women offering financial literacy, presentations and cash flow & debt-management strategies

May 2018 - Dec 2019

Self-Employed

Business Communications Trainer, Instructor And Presenter

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.

2007 - 2014 ~7 yrs

Regional Portfolio Specialist

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.

May 2004 - Mar 2006

Regional Sales Management

Dynamic Mutual Funds

Developed a significant expertise with fee-based accounts, making my territory top sales performer in Eastern Canada

Jun 2001 - Apr 2004

Manager , Sales And Business Development

Isl-Lafferty Harwood Securities(Co

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

Dec 2000 - Jun 2001

Regional Sales Manager

Global Strategy Financial Inc.(Co

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

May 1999 - Nov 2000

Regional Sales Manager

Dynamic Mutual Funds

-sales coverage of dealers and planners in Montreal region and outlying Quebec regions-planning and coordinating portfolio managers' presentations and conferences

Sep 1998 - May 1999

Trust And Investment Sales Manager

-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

Aug 1997 - Sep 1998

Trader

Scotia Securities Inc.

-equity and bonds order execution for retail and corporate clients-marketing and training support at the bank branch level of discount trading

May 1995 - Jun 1997

Institutional Equity Trader

Deacon Barclays Dezoete Wedd
1993 - 1995 ~2 yrs
9 education records

Nancy L.Dumont education

Llqp, Life Licensing Qualification Program

Advocis/Foran

F.D.S., Financial Planning

Academy Of Financial Divorce Specialists

Pdo, Partners Directors Senior Officers Course

Canadian Securities Institute

Branch Managers Course

Canadian Securities Institute

Pfp, Professional Financial Planning Course

Canadian Securities Institute

Cim, Chartered Investment Manager

Canadian Securities Institute

Fcsi, Fellow Of The Canadian Securities Institute

Canadian Securities Institute
FAQ

Frequently asked questions about Nancy L.Dumont

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What company does Nancy L.Dumont work for?

Nancy L.Dumont works for Business communications trainer, instructor and presenter.

What is Nancy L.Dumont's role at Business communications trainer, instructor and presenter?

Nancy L.Dumont is listed as Self-employed at Business communications trainer, instructor and presenter.

Where is Nancy L.Dumont based?

Nancy L.Dumont is based in Canada, Canada, Canada while working with Business communications trainer, instructor and presenter.

What companies has Nancy L.Dumont worked for?

Nancy L.Dumont has worked for Business Communications Trainer, Instructor And Presenter, National Bank Of Canada, Nldumont Financial, Manulife Bank Of Canada, and Dundee Securities Corporation.

How can I contact Nancy L.Dumont?

You can use AeroLeads to view verified contact signals for Nancy L.Dumont at Business communications trainer, instructor and presenter, including work email, phone, and LinkedIn data when available.

What schools did Nancy L.Dumont attend?

Nancy L.Dumont holds Bachelor Of Arts - Ba, Economics from Concordia University.

What skills is Nancy L.Dumont known for?

Nancy L.Dumont is listed with skills including Equity Trading, Wealth Management, Sales, Equities, Investments, Portfolio Management, Mutual Funds, and Finance.

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