Regional Associate (Bilingual)
Share
Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Job Description
Your Role
This role is ideal for someone who thrives in a fast-paced team-oriented environment and enjoys building strong relationships. As a Regional Associate youll support a dynamic team of Senior Consultants (Wholesalers) and Regional Consultants (Inside sales) helping drive strategic initiatives and ensuring smooth day-to-day operations.
Youll be part of a collaborative national sales team that values communication adaptability and a people-first approach. The role involves coordinating with multiple team members managing logistics and contributing to a positive team culture. The ideal candidate is detail oriented proactive and an excellent communicator.
If you enjoy working with others solving problems and contributing to a positive team culture this could be a great fit. This is a client-facing role supporting territories in both Ontario and Quebec. Proficiency in English and French is required.
You Will be Responsible For:
Schedule advisor meetings as directed by the Senior Consultant
Support territory teams in coordinating branch meetings and small events including on-site execution catering and venue arrangements attendance tracking and material preparation.
Manage general administrative tasks for your territory teams such as calendar coordination and expense reporting.
Upload and allocate client spend data in a timely manner for all assigned territory teams.
Proactively share progress updates with you territory teams to ensure alignment.
Contribute ideas for best practices and promotional events.
Maintain accurate notes and contact information in Salesforce.
Coordinate access to marketing materials and ensure timely distribution.
Manage the distribution and tracking of promotional items in line with gifting policies.
Champion service-related issues for advisors ensuring resolution aligns with Invescos policies and procedures.
Support preparation for Consultant meetings and branch presentations.
Understand and apply Invescos Sales Practice policies and Dealer Rules of Engagement.
Provide guidance on rules regulations and internal policies to territory teams and external advisors.
Facilitate co-operative (co-op) marketing requests ensuring proper documentation and adherence to approval processes.
Track and communicate the status of co-op requests to Consultants and clients.
The Experience You Bring:
Proficiency (both written and oral) in English and French is required
Strong multitasking and time management skills
Excellent customer service orientation
Proficiency in Microsoft Office Suite
Collaborative mindset with a focus on teamwork
Effective oral and written communication skills
Proactive approach to improving operational efficiency
Strong organizational problem-solving and issue resolution abilities
High attention to detail and ability to work under pressure to meet tight deadlines
Post-secondary education (business commerce administration) or equivalent work experience
Must be able to work well under pressure and on occasion meet tight deadlines
The salary range for this position in Toronto is $60000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace Model
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.
Whats 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 or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
Required Experience:
IC
Key Skills
- Administrative Skills
- Time Management
- Diplomatic Skills
- Listening Skill
- Languages Fluency
- Organizational Skill
- Pressure Management
- Discipline Skills
- Communication
- Relationship Management
- Client Services
- Flexibility
- IT Skill
- Orderly Condition
- Secretarial Skill
About Company
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
