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Robert Broad's email & phone

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Senior Wealth Advisor and Portfolio Manager at National Bank Financial|Toronto, Ontario, Canada

Position:

Senior Wealth Advisor and Portfolio Manager at National Bank Financial

Location:

Toronto, Ontario, Canada

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Last updated: 2026-01-22
Updated: 2026-01-22

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Work Experience 33 years

Senior Wealth Advisor and Portfolio Manager at National Bank Financial

Oct 2025 - Current

Sr Private Wealth Advisor, Portfolio Manager at CWB Wealth

May 1997 - Oct 2025

Relationship Manager at Royal Trust

Apr 1993 - May 1997

Various at Royal Bank

Jan 1993 - Jan 1997

Robert Broad started working in 1993, then the employee has changed 3 companies and 3 jobs. On average, Robert Broad works for one company for 9 years 3 months.

Education

BA at Wilfrid Laurier University

Frequently Asked Questions

What is Robert Broad's minimum period of employment in the companies?

Robert Broad's minimum period of employment in various companies is 4 years.

What is Robert Broad's average duration of employment for different companies?

On average, Robert Broad works for one company for 12 years 2 months

What industries has Robert Broad worked in?

Robert Broad works in the Financial Services. Previously, Robert Broad worked in the Banking.

What positions has Robert Broad held before?

Previously, Robert Broad worked as a Sr Private Wealth Advisor, Portfolio Manager, and Relationship Manager, and Various.

How do I contact Robert Broad?

Robert Broad's phone number is +1-778-***-**34. Sign up to get contact details.

Who is the President/CEO/Director of the National Bank Financial?

The President/CEO/Director of the National Bank Financial is Mark Williamson

Who are Robert Broad's peers at other companies?

Robert Broad's peers at other companies are An Lap Vo Dignard and Derrick Lee CFA and Paul Seto

Robert Broad Namesakes

Name
Company
Position

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Other employees at National Bank Financial

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