Regional Director, Investments

This is a fully remote position, open to applicants in Canada.

📋 Description

• Actively contributes to regional and market-level business development initiatives by collaborating with Investment Counsellors, Market Leaders, Relationship Managers, and other business stakeholders to uncover growth opportunities, enhance referral activity, and boost prospect conversion rates.

• Establishes and nurtures robust internal and external networks and referral sources to facilitate growth across the designated portfolio or jurisdiction.

• Elevates the firm’s visibility in the market by partnering with internal specialists and external collaborators to formulate cohesive business development strategies.

• Offers investment expertise and strategic insights for prospecting, discovery, proposal creation, client reviews, and identifying new business opportunities.

• Assists in delivering persuasive investment proposals, presentations, portfolio recommendations, and meeting materials for both prospects and clients.

• Provides senior investment expertise, portfolio positioning, fiduciary insights, or market perspectives during prospect and client meetings as necessary.

• Aids in pinpointing regional sales effectiveness challenges and collaborates with leaders and teams to devise actionable plans that drive business outcomes.

• Offers coaching, tools, and training to empower Investment Counsellors and client-facing team members to communicate investment value propositions effectively and confidently.

• Fosters retention and expansion by assisting teams in deepening client relationships, addressing complex client needs, and ensuring a consistent, high-quality client experience.

⛳️ Requirements

• CFA designation is preferred.

• Relevant Investment Management Experience (RIME) is preferred.

• Typically requires 9+ years of relevant experience along with a post-secondary degree in a related field, or an equivalent blend of education and experience.

• An MBA or finance-related certification is considered an asset.

• Strong comprehension of fiduciary responsibilities and their application to managed investment accounts.

• In-depth knowledge of equity and fixed income markets.

• Awareness of tax-related issues impacting investments.

• Familiarity with the relevant regulatory environment.

• Proven success in supporting business development, client acquisition, referral growth, and sales enablement efforts.

• Demonstrated ability to collaborate with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and enhance client retention.

• Experienced investment professional with credibility among investment experts, client-facing teams, and senior leadership.

• Strong commercial acumen with the capacity to balance investment expertise, risk management, and growth objectives.

• Exceptional verbal and written communication skills, including the ability to simplify complex investment concepts into clear, client-friendly language.

• Strong analytical, problem-solving, influencing, and relationship management skills.

• Proven coaching and leadership capabilities.

• Expertise in collaboration and cross-functional partnership.

• Ability to manage uncertainty and navigate complex business, investment, and organizational challenges.

• Strong capability for data-driven decision-making.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.