Director, Client Insights Group at Aviso (Ontario)

Director, Client Insights Group at Aviso (Ontario)

18 Aug
|
Aviso Wealth
|
Ontario

18 Aug

Aviso Wealth

Ontario

Join Aviso as the Director within the Client Insights Group, focusing on Responsible Investing to inspire advisors and clients alike. This role emphasizes innovative financial practices with a community-minded approach.

You'll serve as a vital link between Aviso's RI team and the NEI sales teams, crafting business-ready narratives that highlight NEI's stewardship initiatives. Your strategic communication skills will help enhance RI's visibility to diverse client groups while engaging in meaningful partnerships to incorporate RI into business conversations.

Key Responsibilities:
• Liaise with sales teams on RI initiatives
• Create compelling messaging for stakeholders
• Drive client presentations and seminars
• Identify current opportunities through advisor interactions
• Maintain knowledge of industry developments

Requirements:
• Degree in Finance, Business, or related
• 2+ years in responsible investing experience
• 5+ years in investment advisory or management
• Excellent communication and organizational skills
• Fluency in English; French is preferred

Influence the future of Responsible Investing at Aviso, championing best practices to clients and advisors.
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📌 Director, Client Insights Group at Aviso (Ontario)
🏢 Aviso Wealth
📍 Ontario

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