Director, Investment Management Specialist
Aviso Wealth, Canada

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

Reporting to the Senior Vice President, Chief Investment Officer, the Director, Investment Management Specialist is responsible for being the face and Subject Matter Expert of NEI amp; CU Wealth Investment Management funds and programs. The role will support the sales process by educating advisors and clients on the firm’s investment philosophy and process through presentations, webinars, and being a key resource for support materials and reports. The Investment Management Specialist will be an integral part of NEI’s investment team, playing a critical support role for the sales and distribution team to drive asset growth opportunities.

Who you are:

• Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Be the Subject Manager Expert of NEI’s investment team through in depth, daily research to follow latest developments in the global macroeconomy, equity and bond markets, sub-advisor investment strategies, the asset allocation team and internal/external research.
• Be an active participant in the investment committee and sub-advisor meetings
• Ensure the investment insights of NEI are delivered internally to our sales team and externally through national sales calls, presentations, seminars and webinars, blogs and other media for our credit unions, institutional and Intermediary partners
• Support Sales by answering questions from wholesalers and advisors on NEI’s investment process and solutions, effectively demonstrate how to implement them into their books of business
• Partner with the Portfolio Management Team, Fund Sub-Advisors and Marketing to deliver engaging communication to our partners including sales tools, commentaries, and presentations from scratch.
• Work with institutional sales department to support detailed analytics and commentary needed for Request for Proposals and other institutional requests.
• Proactively stay on top of product launches, fund mergers amp; fund terminations
• Help to support wholesalers by identifying Advisor business opportunities associated with NEI’s investment solutions

Requirements

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• CFA required; CAIA is an asset
• Expert investment knowledge macroeconomics, (equities and fixed income markets) and strong analytical skills with Portfolio Management experience preferred
• Manager research an asset.
• Superior relationship building and presentation skills
• 10+ years in investment analysis/manager research/portfolio management
• Highly organized and able to maintain multiple relationships both internally and externally
• The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
• Experience in an organization that offers RI solutions an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

Job Rewards and Benefits