RVP, Senior Consultant

Invesco; Quebec; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading asset management firm in Quebec is seeking a Regional Vice President Senior Consultant to develop and maintain client relationships. The ideal candidate will have at least 5 years of asset management sales experience, a strong consultative approach, and expertise in investment strategies. This role offers a hybrid working environment with various employee benefits.

Benefits

Hybrid working environment

RRSP Contributions

Health & Wellness Benefits

Work flexibility Programs

Parental Leave Benefits

Qualifications

• 5 years of asset management sales success targeting financial advisors.
• Completion of the CSC is required.
• Technical investment expertise including knowledge of mutual funds and ETFs.

Responsibilities

• Develop client relationships to reach maximum market share.
• Engage clients as a consultant based on their needs.
• Deliver insight-based education and consulting.

Skills

Consultative client-first approach

Excellent listening skills

Strong presentation skills

Digital and data-driven mentality

Technical investment expertise

Education

Undergraduate degree or equivalent experience

Completion of the CSC

Progress towards CFP/RFP preferred

Professional designations (CIM, CFA, etc.)

Job description

Job Description

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.

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: Montreal south shore and downtown.

You will be responsible for

• Develop differentiated client relationships including growing existing client relationships and developing new profitable relationships to reach maximum market share within 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 the 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.) are an asset.

Growth mindset and skills

• 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.

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

• 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 in this role. It is not designed to be 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.

Accessibility Statement

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 accommodations are provided. Please contact us at 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

Required Experience

Senior IC

Key Skills

Eclipse, Disaster Recovery, .NET, High Availability, Redshift, Data Management, IP Networking, Neo4j, Data Warehouse, Pre‑sales, Oracle, DynamoDB

Employment Type

Full-Time

Experience

years

Vacancy

1