AVP Consultant (Bilingual)

OppenheimerFunds Distributor, Inc; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an Assistant Vice President, Consultant to foster client relationships, driving sales and asset retention. The ideal candidate has 3-5 years of sales experience in the financial industry, possesses strong consultative skills, and is bilingual in English and French. This full-time role offers a hybrid work environment and a competitive total rewards package.

Benefits

Hybrid working environment

RRSP Contributions

Health & Wellness Benefits

Work flexibility Programs

Parental Leave Benefits

Qualifications

• 3-5 years proven sales experience, preferably in financial services.
• Excellent listening and interpersonal skills.
• Technical investment expertise in mutual funds, ETFs, and Capital Markets.

Responsibilities

• Build positive relationships with clients to enhance Invesco holdings.
• Develop and implement territory sales plan aligned with division goals.
• Conduct product presentations and represent Invesco at industry events.

Skills

Sales experience

Consultative approach

Bilingual (English and French)

Presentation skills

Education

Undergraduate degree or equivalent work experience

CSC certification

Progress toward CFP, RFP

Tools

CRM software

WebEx

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)

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 or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.