RVP, Senior Consultant

Invesco Canada; Montreal; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading asset management firm in Montreal is seeking a Regional Vice President, Senior Consultant to enhance client relationships and drive business growth. The ideal candidate will have over 5 years of sales success in asset management, a consultative approach, and a strong understanding of market products. This full-time role offers a hybrid working environment and a competitive rewards package.

Benefits

RRSP Contributions

Health & Wellness Benefits

Work flexibility Programs

Parental Leave Benefits

Study Support

Hybrid working environment

Qualifications

• 5+ years of asset management sales targeting financial advisors.
• Proven track record delivering solutions, not products.
• Outstanding knowledge of mutual funds, ETFs, SMAs.

Responsibilities

• Build long-standing positive client relationships.
• Deliver insight-based education and portfolio consultations.
• Develop annual sales plans with regional team.

Skills

Asset management sales success

Consultative approach

Excellent listening skills

Strong presentation skills

Digital and data-driven mentality

Education

Undergraduate degree or equivalent work experience

CSC certification

Progress towards CFP, RFP

Additional designations (CIM, CFA)

Job description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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!

Your role : The Regional Vice President, Senior Consultant will build long-standing positive relationships with clients that enhance long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients, you will be an integral part of furthering the client journey. You will engage clients as a consultant, contributing both as an investment partner and a business building and practice management advisor. Territory coverage Toronto West including Kitchener and Guelph plus North of Vaughan including Barrie and Collingwood.

You will be responsible for :

• Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum market share with the advisor community including family offices and private investment counsels.
• 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.
• Perform portfolio construction and manager selection consultations to clients with varying technical expertise.
• Deliver a combination of organic sales growth, asset retention, and client dedication scores within assigned territory
• In conjunction with regional team and sales leadership, develop the annual sales plan, strategies, and actions to meet or exceed sales objectives.
• Represent Invesco at industry and key client events to further position Invesco as a best-in-class provider of enduring solutions.

The experience you bring :

• 5+ years of asset management sales success targeting financial advisors, family offices, and private investment counsels.
• An Undergraduate degree and / or equivalent work experience is required
• Completion of the CSC is required and progress toward a CFP, RFP is preferred.
• Additional professional designations (CIM, CFA, etc.); an asset.
• A growth mindset with a business-owner mentality.
• 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 communication skills.
• A digital and data-driven mentality with a consistent record of developing and executing on 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.

Additional details :

Full Time / Part Time: Full time

Worker Type: Employee

Job Exempt (Yes / No): Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

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.