Drive responsible investing initiatives at Aviso as the Director of Client Insights. You will inspire financial advisors by translating stewardship activities into compelling business narratives.
As Aviso's Director of Client Insights, you will play a pivotal role in the NEI retail and institutional Sales team, fostering relationships that elevate responsible investing. Your ability to craft meaningful stories from complex RI initiatives will help advisors integrate these strategies into their practices. Engage with stakeholders to promote awareness and growth opportunities for NEI’s RI programs.
Key Responsibilities:
• Serve as the subject matter expert in Responsible Investing
• Coordinate with sales and marketing to share NEI’s stewardship
• Conduct high-impact presentations for clients and partners
• Identify opportunities to showcase RI across industries
• Provide materials that effectively communicate RI advantages
Requirements:
• Degree in Finance, Sustainability, or similar
• 2+ years in responsible investing experience
• 5+ years in investment advisory roles
• Skills in analysis, communication, and relationship management
• Bilingual in English and French is an asset
Engage with financial communities to elevate responsible investing at Aviso!
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📌 Director of Client Insights - Responsible Investing (Ontario)
🏢 Aviso
📍 Ontario
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