Regional Consultant (Inside Sales) - Vancouver

Main Location
Atlanta, GA, United States
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Invesco is one of the world’s leading global investment managers, entrusted with managing $1.2 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of May 31,2019)


Job Purpose (Job Summary):

Retail Sales is structured into regional teams across Canada, comprised of a face-to-face sales force, an inside sales team and sales support staff. Effective communication and the ongoing development of a collaborative culture within Sales and across the Invesco organization are key components in building valuable relationships across the financial community and achieving sales excellence.


The Regional Consultant, in partnership with a Regional Vice President (RVP), Senior Consultant, will be responsible for building long-standing trusted partnerships with clients that maximize long-term holdings of Invesco products and services. Serving on our internal sales desk, you will be the voice of Invesco to clients. You will be an integral part of furthering the client journey and attaining both revenue and profitability goals.


Key Responsibilities / Duties:

  • Develop differentiated client relationships, including expanding 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 effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
  • Simplify the complex investment universe utilizing portfolio construction and manager selection consultations to clients with varying technical expertise
  • Develop and execute on 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

Work Experience / Knowledge:

  • 2-5 years of sales experience in financial services preferred
  • A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors

Skills / Other Personal Attributes Required:

  • 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 drive results
  • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication 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

Formal Education: 

  • An Undergraduate degree is required and/or equivalent work experience

License/Registration/Certification: 

  • 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.


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 accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.



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Regional Consultant (Inside Sales) - Vancouver
Invesco, Ltd.