Bilingual Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
Meet Joëlle Mulombo
Meet Joëlle Mulombo, Your Trusted Investment Advisor
What differentiates me from other advisors?
I am a people person with an entrepreneurial mind. As a coach in wealth management, my role enables me to build strong relationships with you while helping you achieve your goals.
My academic and cultural background
As a Bilingual Investment Advisor, I was raised by Congolese parents in France where I completed my undergraduate studies and obtained an MA in Management. I then moved to the UK where I obtained an MSc in international Finance and worked in Retail Banking shortly upon graduating. I have therefore been exposed to and influenced by different economic systems, cultures, philosophies of life and foods. This multicultural background has enabled me to analyse economic events from a global view point and nurture strong working relationships with clients from diverse ethnic and professional backgrounds.
I strive to make a difference in society taking on new challenges by assuming leadership positions in board of directions of various groups and non-profit organisations. I am a board member of the Club Canadien an organisation that fosters networking between Francophones and Francophiles downtown Toronto through monthly lunches and evening cocktail events. I am also the proud founder and co-chair of BMO Canada first Black Professionals Network (BPN). BPN was officially launched Oct 2018 started and grew to 600 members and allies.
What should you do business with me?
I joined the Bank of Montreal 12 years ago, shortly after emigrating from Europe to Canada. Prior to joining Nesbitt Burns as a Bilingual Investment Advisor I was a successful Bilingual Senior Business Analyst for the Canadian Commercial Banking Division of the Bank of Montreal.
You should do business with me because I strive for excellence in everything I do. As a demonstration of my commitment to offer the highest level of wealth management advice and service excellence, upon completing all the required courses to qualify as a fully licensed investment advisor, I went on to complete the pre-requisites courses to obtain the CIM (Chartered Investment Manager) designation.
Finally, as a responsible Investment Advisor I consider transparency, honesty, trust and respect, fundamental values.
Backed by a 200-year legacy of trust, insight and thought leadership
As the oldest of the top 5 banks in Canada, the Bank of Montreal is an example of success and longevity. As such, BMO Nesbitt Burns Inc is a highly reputable full-service Brokerage with over 100 years of experience in wealth management and more than 50 offices coast-to-coast.
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