AVP Consultant (Bilingual)

1240 Invesco Distributors Inc.; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading asset management firm is seeking an AVP Consultant (Bilingual) to build and manage client relationships, contributing to client retention and growth. The role demands strong sales experience, bilingual communication skills, and the ability to deliver education on investment solutions. This full-time position involves hybrid work with a focus on fostering positive client experiences and delivering tailored financial advice.

Benefits

Hybrid working environment

RRSP Contributions

Health & Wellness Benefits

Work flexibility Programs

Parental Leave Benefits

Study Support

Qualifications

• 3-5 years of proven sales experience in financial service industry ideal.
• Bilingualism (English and French) is required.
• Completion of CSC and other relevant professional designations highly valued.

Responsibilities

• Develop and manage client relationships for long-term growth.
• Deliver consultations and education on investment solutions.
• Conduct presentations and represent Invesco at key events.

Skills

Sales experience

Client relationship management

Bilingual (English and French)

Presentation skills

Interpersonal skills

Digital proficiency

Education

Undergraduate degree

Completion of CSC

Progress toward CFP, RFP

Professional designations (CIM, CFA)

Job description

AVP Consultant (Bilingual) page is loaded

AVP Consultant (Bilingual)

Apply locations Toronto, Ontario time type Full time posted on Posted 15 Days Ago job requisition id R-10096

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role:

As an Assistant Vice President, Consultant, you will be responsible for building long-standing positive relationships with clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey. You will engage clients as a consultant, contributing both as an investment partner and a business building and practice management advisor.

You will be responsible for:

· Develop differentiated client relationships, including rapidly growing existing client relationships and developing new profitable relationships to reach maximum wallet share

· Approach client interactions as a consultant, starting with client needs and optimally using internal resources to meet those needs

· Deliver insight-based education, business/practice management expertise, coaching, and portfolio construction consultations

· Deliver a combination of organic sales growth, asset retention, and client dedication scores within assigned territory

· Conduct hybrid work in the office 3 days per week. Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences

· Represent Invesco at industry and key client events to further position Invesco as a best-in-class provider of enduring solutions.

· Partner with the Vice President, Head of Internal Sales & AVP Consultants, Canada to develop and implement a territory sales plan which is aligned with the overarching division plan

The experience you bring:

· 3-5 years proven sales experience (financial service industry experience preferred)

· An Undergraduate degree and/or equivalent work experience is required

· Completion of the CSC is required and progress toward a CFP, RFP is ideal

· Additional professional designations (CIM, CFA, etc.); an asset.

· Bilingual (English and French) - required

· Consultative, client first approach, delivering solutions, not products, to meet client needs and get results

· Excellent listening skills with a natural inclination to focus on customer needs coupled with strong presentation and interpersonal skills

· A digital and data-driven attitude to develop and complete a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience

· Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What’s in it for you?

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:

• Hybrid working environment

• RRSP Contributions

• Health & Wellness Benefits

• Work flexibility Programs

• Parental Leave Benefits

• Study Support

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at [e-mail] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

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