Regional Consultant

3 weeks ago

Montréal, Canada Invesco Full time

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:
The Regional Consultant, in partnership with a RVP, Senior Consultant, is responsible for building long-standing positive relationships with clients that improve long-term holdings of Invesco products and services. Serving on our internal sales desk, you will be the voice of Invesco to clients and an integral part of furthering the client journey and attaining both revenue and profitability goals.

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
- Conduct consultative, relationship-building sales calls with financial advisors and other licensed professionals
- Partner with the AVP, Regional Consultant Manager and RVP, Senior Consultant to develop and implement a territory sales plan
- Approach interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
- Develop and complete a data-driven client segmentation model, including the consistent profiling of clients, timely and accurate memorializing of all interactions into the firm’s CRM system, and successful allocation of resources
- Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms
- Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences

The experience you bring:

- 2-5 years of sales experience in financial services preferred
- An Undergraduate degree and/or equivalent work experience is required
- Completion of the CSC is required. Can be completed within a year of employment.
- Progress toward a CFP, RFP is preferred.
- Additional professional designations (CIM, CFA, etc.); an asset.
- A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
- Strong work ethic, high integrity and strong values
- Motivated to achieve success and grow with the firm
- Consultative, client first approach, delivering strategies to meet client needs and get results
- Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

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.

  • Regional Sales Consultant

    1 month ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Evaluation Consultant, Oio

    1 month ago

    Montréal, Canada United Nations Full time

    Result of Service - Inception report - draft and final - Summary Interview Note - PowerPoint presentation of preliminary findings, conclusions and recommendations - Draft and final - Evaluation reports - draft and final Work Location Montréal, Canada Expected duration The selected consultant is expected to be employed within the period of 27 March to 31...

  • Vp, Regional Business Line Leader

    4 days ago

    Montréal, Canada AECOM Full time

    Description de l'entreprise **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people,...

  • Regional Manager, Government Relations

    7 days ago

    Montréal, QC, Canada Lock Search Group Full time

    Regional Manager, Government RelationsQuebec, & Atlantic CanadaJob SummaryOur client, a multinational medical device company, is seeking a Regional Manager, Government Relations to join their team. The incumbent must be fluently bilingual (EN/FR). Key ResponsibilitiesDevelop outreach plans for the provincial government in Quebec and Atlantic Canada,...

  • Regional Manager, Government Relations

    7 days ago

    Montréal, QC, Canada Lock Search Group Full time

    Regional Manager, Government RelationsQuebec, & Atlantic CanadaJob SummaryOur client, a multinational medical device company, is seeking a Regional Manager, Government Relations to join their team. The incumbent must be fluently bilingual (EN/FR). Key ResponsibilitiesDevelop outreach plans for the provincial government in Quebec and Atlantic Canada,...

  • Regional Sales Manager

    1 week ago

    Montréal, QC, Canada NETZSCH Premier Technologies, LLC Full time

    NETZSCH Premier Technologies is a leading manufacturer of milling, mixing, dispersing, and classifying equipment. Located in Exton, PA, NETZSCH Premier Technologies is the North American subsidiary of the globally operated group of NETZSCH companies. With an extensive list of machines used in a variety of innovative industries, NETZSCH is renowned as the...

  • Regional Manager, Government Relations

    4 weeks ago

    Montréal, QC, Canada Lock Search Group Full time

    Regional Manager, Government Relations Quebec, & Atlantic Canada Job Summary Our client, a multinational medical device company, is seeking a Regional Manager, Government Relations to join their team. The incumbent must be fluently bilingual (EN/FR). Key Responsibilities Develop outreach plans for the provincial government in Quebec and Atlantic...

  • Regional Manager, Government Relations

    3 weeks ago

    Montréal, QC, Canada EightSix Network Inc Full time

    Our client, a multinational medical device company, is seeking a Regional Manager, Government Relations to join their team. The incumbent must be fluently bilingual (EN/FR). Key Responsibilities Develop outreach plans for the provincial government in Quebec and Atlantic Canada, analyzing both emerging and established legislative public policy issues...

  • Regional Manager, Government Relations

    23 hours ago

    Montréal, QC, Canada EightSix Network Inc Full time

    Our client, a multinational medical device company, is seeking a Regional Manager, Government Relations to join their team. The incumbent must be fluently bilingual (EN/FR). Key Responsibilities Develop outreach plans for the provincial government in Quebec and Atlantic Canada, analyzing both emerging and established legislative public policy issues...

  • Bilingual Regional Sales Rep

    1 month ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: Are you interested in joining a sales team at one of Canada’s leading insurance companies and top-ranked employers? The Canada Life inside sales team may be the place for you. On this team, you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet. We’re looking for top talent with a...

  • Field Recruitment Consultant, Tcb-fps

    1 month ago

    Montréal, Canada International Civil Aviation Organization - ICAO Full time

    Job Opening **Posting Title**: - Field Recruitment Consultant, TCB-FPS**Department/Office**: - International Civil Aviation Organization**Duty Station**: - MONTREAL**Posting Period**: - 19 June 2023 - 02 July 2023**Job Opening Number**: - 23-International Civil Aviation Organization-211509-Consultant**Staffing Exercise** - N/AUnited Nations Core...

  • Regional Facility Security Manager

    4 weeks ago

    Montréal, Canada Resolute Forest Products Full time

    Resolute Forest Products, founded more than two centuries ago, is a global leader in the forest products industry. Through the years, it has built more than 20 predecessor companies and supported hundreds of communities. The company owns or operates some 40 facilities, as well as power generation assets, in the United States and Canada. Our 6,600+ employees...

  • Regional Sales Manager

    1 month ago

    Montréal, QC, Canada NETZSCH Business Services GmbH Full time

    NETZSCH Premier Technologies is a leading manufacturer of milling, mixing, dispersing, and classifying equipment. Located in Exton, PA, NETZSCH Premier Technologies is the North American subsidiary of the globally operated group of NETZSCH companies. With an extensive list of machines used in a variety of innovative industries, NETZSCH is renowned as the...

  • Ib Regional Business Development Representative

    17 hours ago

    Montréal, Canada Moneris Solutions Full time

    **Your Moneris Career - The Opportunity** As the IB Regional Business Development Representative, you will gain an understanding of the customer's wants and needs and match them to Moneris' payment solutions, business priorities and identify or validate opportunities for Moneris through outbound calling initiatives from received partner bank referrals,...

  • Bilingual Regional Administrative Coordinator

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Professional Service Consultant

    1 month ago

    Montréal, QC, Canada Valsoft and Aspire Operating Group Full time

    We are hiring at Aspire Software for a Professional Services Manager to join our growing team in Canada! This newly created role of Professional Services Manager will have responsibility for leading and managing a world-class Professional Services sales organization for one of our rapidly expanding portfolio of enterprise software companies in North...

  • Sales Specialist Sam/nacc Regions, Rpm

    4 days ago

    Montréal, Canada International Civil Aviation Organization - ICAO Full time

    Job Opening **Posting Title**: - Sales Specialist SAM/NACC regions, RPM**Department/Office**: - International Civil Aviation Organization**Duty Station**: - MONTREAL**Posting Period**: - 05 January 2023 - 18 January 2023**Job Opening Number**: - 23-International Civil Aviation Organization-198923-Consultant**Staffing Exercise** - N/AUnited Nations Core...

  • Sales Specialist Eur/afi Regions, Rpm

    4 days ago

    Montréal, Canada International Civil Aviation Organization - ICAO Full time

    Job Opening **Posting Title**: - Sales Specialist EUR/AFI regions, RPM**Department/Office**: - International Civil Aviation Organization**Duty Station**: - MONTREAL**Posting Period**: - 05 January 2023 - 18 January 2023**Job Opening Number**: - 23-International Civil Aviation Organization-198926-Consultant**Staffing Exercise** - N/AUnited Nations Core...

  • Consultant en ressources humaines | Human Resources Consultant

    1 month ago

    Montréal, QC, Canada The Institute for Performance and Learning Full time

    Would you like to develop your expertise while collaborating with experienced professionals on the  development of strategic HR and OD projects? Boreala Management is a rapidly growing boutique consulting firm that provides full service support in the areas of human resources, organizational development, and compensation. We are passionate about how our...

  • Regional Director, Ontario

    2 weeks ago

    Montréal, Canada Accreditation Canada Full time

    ABOUT THE ROLE: As the Regional Director for Ontario within HSO’s Client and Assessment Services team, you hold a pivotal role in shaping the future of healthcare quality and excellence. Your mandate goes beyond mere oversight; you are a visionary leader entrusted with steering the strategy for Ontario’s healthcare landscape and long-term care...