Director, Client Insights Group at Aviso (Toronto)

Director, Client Insights Group at Aviso (Toronto)

19 Aug
|
Aviso Wealth
|
Toronto

19 Aug

Aviso Wealth

Toronto

Join Aviso as the Director within the Client Insights Group, focusing on Responsible Investing to inspire advisors and clients alike. This role emphasizes cutting-edge 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 new 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.

📌 Director, Client Insights Group at Aviso (Toronto)
🏢 Aviso Wealth
📍 Toronto

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