COMMUNIQUÉS DE PRESSE
National Bank Financial Ranked #1 by J.D. Power
National Bank Financial – Wealth Management (“NBFWM”), ranked #1 out of 14 for full-service investor satisfaction, in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study. This was achieved through NBFWM’s client centric core mission of engaging clients in fulfilling their life goals, helping them in navigating their life events and managing their financial health by providing personalized, meaningful advice for the decades to come.
Study Highlights:
- National Bank Financial Overall Satisfaction (OSAT) is 716 (+39 vs. 677 in 2023)
- The Study Average is 671 (+19 vs. 652 in 2023)
- National Bank Financial is 45 points above the Study Average and is the award winner in Canada this year
“Our dedication to collaborating with our Wealth Advisors and Associates to continuously improve our client experience has compounded over time and as a result, we have achieved the #1 position in Canada. NBFWM’s unique value proposition is what makes the client experience so different and sets us apart in the industry.” – Jonathan Durocher, President, NBFWM
NBFWM offers the best of both worlds: Advisors have the solidity and capabilities of a large bank, and additionally, they benefit from a renowned entrepreneurial culture that allows them to be the CEO of their business. NBFWM is the destination of choice for Canadian Wealth Advisors.
"We deeply understand the emotional weight that finances carry in people's lives. In our commitment to providing an exceptional wealth management experience to Canadians, we place great emphasis on nurturing enduring relationships between clients and their Wealth Advisors. The sustained longevity of these connections represents one of our most powerful competitive advantages, allowing us to deliver insightful advice that remains relevant and resonant over the course of multiple decades." – Nancy Paquet, Executive Vice President, Wealth Management
About the study
- 2024 data was collected October 2023-January 2024
- The fielding resulted in 4,931 evaluations of full-service investment providers including 260 National Bank Financial clients
- There are 14 rank eligible brands covered in this study
- The target respondents for this study are full-service investors, defined as those who work directly with a dedicated financial advisor, or team of advisors, to manage their primary investment account
About National Bank Financial – Wealth Management
(“NBFWM”)
With more than $150 billion in assets under
management as of October 31, 2023, NBFWM is Canada’s 5th largest securities
brokerage firm, with over 2000 employees, including more than 850
Wealth Advisors and is a solid financial partner for close to
300,000 Canadian families. Clients and their families can rely on
NBFWM’s experienced wealth management professionals for sound,
personalized advice that meets their changing needs and helps them
achieve their lifetime goals. For more information, visit nbfwm.ca.
About National Bank of Canada
With $434 billion in
assets as of January 31, 2024, National Bank of Canada is one of Canada's six
systemically important banks. The Bank has approximately 30,000
employees in knowledge-intensive positions and operates through
three business segments in Canada: Personal and Commercial Banking,
Wealth Management and Financial Markets. A fourth segment, U.S.
Specialty Finance and International, complements the growth of its
domestic operations. Its securities are listed on the Toronto Stock
Exchange (TSX: NA). Follow the Bank’s activities at nbc.ca or via social media.
About J.D. Power
J.D. Power is a global leader
in consumer insights, advisory services and data and analytics. A
pioneer in the use of big data, artificial intelligence (AI) and
algorithmic modelling capabilities to understand consumer behavior,
J.D. Power has been delivering incisive industry intelligence on
customer interactions with brands and products for more than 50
years. The world's leading businesses across major industries rely
on J.D. Power to guide their customer-facing strategies.
J.D. Power has offices in North America, Europe and Asia Pacific. To learn more about the company’s business offerings, visit JDPower.com/business.
Information:
Saskia Brodeur
Senior Communications Advisor
National Bank Financial – Wealth Management
Carolane Delage
Public Affairs and Social Media Manager
National Bank of Canada