As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
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 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 experienceis 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.
Pursuant to Invescos Workplace Policy employees are expected to comply with the firms 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 others growth and development.
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 or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
Required Experience:
Senior IC
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more