Nicole Works

equipe

Investment Associate

Spoken languages : English

Nicole Works has been in the investment industry for over 15 years. Her career began with Wellington West back in 2000. Starting from the bottom, she worked as a receptionist, and having a passion for the industry, worked hard to advance her career forward, now with National Bank Financial.

She knew that she needed further education, so she quickly passed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to become a licensed Investment Associate. She recently completed the Derivative and Options Course (DFOL) with the Canadian Securities Institute and is working towards completing her Wealth Management Course (WME).

She is able to offer a 360 degree view on all aspects of our team's Wealth Management offerings to clients. Clients can feel confident in Nicole's knowledge of required correspondence and compliance guidelines that is required in the daily administrative tasks she oversees. Her duties are to enhance the red carpet service the team offer's by preparing portfolio proposals and presentations, solidifying out team branding, ensuring the team is up to par on new products and services available, and essentially ensuring the engine is well oiled. Her goal is to provide exceptional red carpet experience to our clients.