AVP Consultant
Apply NowCompany: Invesco Global Asset Management Inc
Location: Toronto, ON M4E 3Y1
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.
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:
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 accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
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 accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.