Director, Responsible Investing, Temporary

Aviso Wealth • Toronto, ON

7d • CA$135,000 - CA$160,000

About The Position

We’re looking to fill an opening for a Director, Responsible Investing, to join our Client Insights Group in support of NEI’s retail and institutional Sales team, and their partners for 12 months. 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 NEI’s stewardship activities into compelling, business-ready narratives that inspire advisors and investors and create new growth opportunities across all distribution channels.

Requirements

• Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred.
• 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 organization’s core value proposition.
• Fluent communication skills (written and verbal) in English are required.

Nice To Haves

• Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field.
• Experience in an organization that offers RI solutions is an asset.
• Bilingual skills in French are an asset.

Responsibilities

• Use expertise and understanding of Responsible Investing (RI) to communicate the application and benefits of NEI’s RI stewardship activities.
• As the subject matter expert in responsible investing, work with a diverse group of stakeholders to grow awareness of NEI’s Responsible Investing program.
• Use superb communication skills to be the face of NEI’s stewardship and responsible investing initiatives. In partnership with Sales and Marketing, 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 NEI’s 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 NEI’s stewardship work.
• Proactively identify opportunities through advisor conversations, market events, and industry developments to showcase the RI team’s 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: Associate degree