Building pathways to inclusive success

A common concern when discussing improved diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups. What are some of the best practices and emerging strategies in this area? How are advisory practices and organizations attracting and retaining these candidates?

During this virtual roundtable, hosted live by Advisor.ca and Investment Executive on Tuesday, March 7, 2023 at 1:00 pm ET, attendees will learn the steps they can take as individuals and within their organizations to make the industry more attractive to all candidates.

Moderated by:
Melissa Shin, Editorial Director, Advisor.ca & Investment Executive

Presented by:

Najma Pilgrim, Vice-President, Human Resources & Inclusion, Fidelity Investments Canada
Jennifer Plenert, Vice-President, Regional Manager – Toronto Region, National Bank Financial - Wealth Management
Shelley White, Senior Advisor, Wealth Solutions, Skyline Wealth
Yasmin Zalac, Region Head, Financial Planning, Metro East, TD Wealth

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, March 7, 2023 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

Melissa Shin

Editorial Director, Advisor.ca & Investment Executive

Melissa Shin is the Editorial Director of Advisor.ca and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor’s Edge since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the secretary of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University.

Najma Pilgrim

Vice-President, Human Resources & Inclusion, Fidelity Canada

Najma Pilgrim is the VP Human Resources & Inclusion for Fidelity Canada. In her current role Najma is responsible for supporting and collaborating with business leaders as an HR Business Partner. She also leads the Employment Relations and Diversity, Equity and Inclusion teams for Fidelity Canada. Najma joined Fidelity in 2006 as the Director Defined Benefits and has over 25 years of management and leadership experience. Prior to joining Fidelity, Najma worked in Business Process Outsourcing and Telecommunications. Najma holds a BA in Political Science from Concordia University. In her spare time, Najma enjoys time with her family and listening to audio books while being outdoors.

Jennifer Plenert

Vice-President, Regional Manager – Toronto Region, National Bank Financial - Wealth Management

As a demonstrated leader, Jennifer is responsible for achieving business results through sales management leadership. She works closely with her Advisors to maximize revenue and productivity opportunities within her region while working to remove barriers that impede sales force effectiveness. Jennifer believes in maintaining and strengthening relationships with advisor teams by fostering an open and inclusive environment along with an advisor focused culture.

Creating an environment that supports the advancement of women in wealth management is something that Jennifer is passionate about. She is a co-planner and co-host of the NBF Women Investment Advisors’ Symposium, and is a co-lead on the National Bank Women’s Leadership Network.

Shelley White

Senior Advisor, Wealth Solutions, Skyline Wealth

Shelley has been in the financial industry for over 30 years, this experience has given her the vast industry knowledge to work with investors from all walks of life. She understands that an investor’s goals and financial plans are ever-changing, dependent on age, celebrating milestones, retirement and career changes, and more. Therefore, her goal as an Advisor is to develop rapport and trust with her clients so that they can have an open and comfortable conversation about their lifestyle goals and walk away with a sense of confidence and empowerment in their financial future.

Yasmin Zalac

Region Head, Financial Planning, Metro East, TD Wealth

Yasmin is responsible for leading a team of Senior Regional Managers and Financial Planners who are dedicated to supporting Canadian families and businesses to build confidence and achieve their financial goals. With over 20 years in the financial services industry, Yasmin has a diverse career that spans multiple businesses and leadership roles across Direct Investing, Wealth Advice, Retail Banking and Corporate functions. She is a dynamic leader with a passion for coaching, career development and inspiring teams towards common goals. Currently, Yasmin is a Board Member for the TD Friends of the Environment Foundation (TD FEF) and is also the Financial Planning Executive sponsor for the TD Wealth For Women initiative.

Register for the webinar

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Attend the webinar

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Missed the webinar?

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