Director, Responsible Investing
Director, Responsible Investing
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Job Description
Aviso:
At Aviso we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization we are committed to leadership innovation partnership responsibility and community. Working with talented and energetic professionals who exemplify our values every day you will quickly notice that our people and dynamic oneaviso culture sets us apart. If you are looking for interesting and challenging work at a company committed to its people find out more about what Aviso has to offer at .
The Opportunity:
Were looking for a Director Responsible Investing to join our Client Insights Group in support of NEIs retail and institutional Sales team and their stakeholders.
Reporting to the Senior Director Sales Enablement the Director Responsible Investing will form a critical conduit between the RI team and the NEI retail and institutional sales teams to translate NEIs stewardship activities into compelling business-ready narratives that inspire advisors and investors and create new growth opportunities across all distribution channels.
Who you are:
- Service You put your clients needs first. You advocate service excellence and work to deliver client-centric solutions and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration build trust and inclusion and work to establish effective relationships both inside and outside of the organization
- Leadership You lead your team and provide regular direction guidance coaching and motivation all while striving for peak performance. You assist them in overcoming obstacles through additional resources removal of roadblocks and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
What your day looks like:
- Use your expertise and understanding of Responsible Investing (RI) to communicate the application and benefits of NEIs RI stewardship activities
- As the subject matter expert in responsible investing you will work with a diverse group of stakeholders to grow awareness of NEIs Responsible Investing program
- Use your superb communication skills to be the face of NEIs stewardship and responsible investing partnership with Sales and Marketing youll translate complex activities into compelling business-focused narratives that highlight this competitive differentiator for advisors and investors
- Partner with the Responsible Investing team to stay current on NEIs responsible investing program stewardship initiatives engagement activities industry developments and research to ensure timely relevant stories are brought to market
- Build strong relationships with financial advisors institutional clients and credit union partners inspiring them to integrate RI into their business strategies and client conversations
- Partner with retail and institutional sales teams to attend client and prospect meetings delivering high-impact presentations seminars and webinars that highlight the value of NEIs stewardship work
- Proactively identify opportunities through advisor conversations market events and industry developments to showcase the RI teams stewardship activities across different industries highlighting their relevance to clients and communities
- Equip wholesalers and distribution partners with persuasive messaging presentation materials and content to capture new business and deepen existing relationships
- Anticipate and address sales and advisor questions on RI and stewardship positioning NEI as a trusted thought leader
- Work with marketing and sales to ensure stewardship messaging is consistently integrated into campaign materials and client touchpoints
Requirements
Your experience and skills:
- Post-secondary degree/diploma in Finance Business Sustainability Communications Sales or a combination of these and related fields is preferred
- Preference will be given to candidates who have an MBA CFA Masters of Sustainability or related field
- 2 years experience in the sale or support of responsible or impact investing is beneficial with exposure to the principles of RI and understanding the role it plays as a financial concept and financial planning
- 5 years experience in the investment advice business either within a sales or client portfolio management role
- Superior skills in relationship building analysis research written and verbal communication and presenting complex ideas in a compelling and impactful way
- Highly organized and able to maintain multiple relationships both internally and externally
- The ability to self-start and support key initiatives tied directly to the organizations core value proposition
- Experience in an organization that offers RI solutions is an asset
- Fluent communication skills (written and verbal) in English are required and bilingual skills in French are an asset
Benefits
Why Aviso
At Aviso you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time fitness benefit parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Your Information
By submitting your application you consent to the collection use and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page Privacy Policies
Equal Employment Opportunity
Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest however only those selected for further consideration will be contacted.
No recruiters or agencies please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry with approximately $145 billion in total assets under administration and management and over 1000 employees. Were building a comprehensive technology-enabled client-centric wealth services ecosystem. Our clients include our partners advisors and investors. Were a trusted partner for nearly all credit unions across Canada in addition to a wide range of portfolio managers investment dealers insurance and trust companies and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager NEI Investments specializes in investing responsibly. Our online brokerage Qtrade Direct Investing empowers self-directed investors and our fully automated investing service Qtrade Guided Portfolios serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto Vancouver Montreal and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals Co-operators/CUMIS and Desjardins. Were proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented energetic professionals who live their values every day and belonging to an organization dedicated to your success and career development. If youre looking for interesting and challenging work at a company committed to its people apply to join our team.
Salary
This position is posted with an expected salary range of $135000 - $160000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Required Experience:
Director
Employment Type
Full-Time
