Regional Associate (Bilingual)

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Your Role

This role is ideal for someone who thrives in a fast-paced, team-oriented environment and enjoys building strong relationships. As a Regional Associate, you’ll support a dynamic team of Senior Consultants (Wholesalers) and Regional Consultants (Inside sales), helping drive strategic initiatives and ensuring smooth day-to-day operations. 

You’ll be part of a collaborative national sales team that values communication, adaptability, and a people-first approach. The role involves coordinating with multiple team members, managing logistics, and contributing to a positive team culture. The ideal candidate is detail oriented, proactive, and an excellent communicator. 

If you enjoy working with others, solving problems, and contributing to a positive team culture, this could be a great fit. This is a client-facing role supporting territories in both Ontario and Quebec.  Proficiency in English and French is required.

You Will be Responsible For:

• Schedule advisor meetings as directed by the Senior Consultant

• Support territory teams in coordinating branch meetings and small events, including on-site execution, catering and venue arrangements, attendance tracking and material preparation.

• Manage general administrative tasks for your territory teams, such as calendar coordination and expense reporting.

• Upload and allocate client spend data in a timely manner for all assigned territory teams.

• Proactively share progress updates with you territory teams to ensure alignment.

• Contribute ideas for best practices and promotional events.

• Maintain accurate notes and contact information in Salesforce.

• Coordinate access to marketing materials and ensure timely distribution.

• Manage the distribution and tracking of promotional items in line with gifting policies.

• Champion service-related issues for advisors, ensuring resolution aligns with Invesco’s policies and procedures.

• Support preparation for Consultant meetings and branch presentations.

• Understand and apply Invesco’s Sales Practice policies and Dealer Rules of Engagement.

• Provide guidance on rules, regulations, and internal policies to territory teams and external advisors.

• Facilitate co-operative (co-op) marketing requests, ensuring proper documentation and adherence to approval processes.

• Track and communicate the status of co-op requests to Consultants and clients.

• Proficiency (both written and oral) in English and French is required

• Strong multitasking and time management skills

• Excellent customer service orientation

• Proficiency in Microsoft Office Suite

• Collaborative mindset with a focus on teamwork

• Effective oral and written communication skills

• Proactive approach to improving operational efficiency

• Strong organizational, problem-solving, and issue resolution abilities

• High attention to detail and ability to work under pressure to meet tight deadlines

• Post-secondary education (business, commerce, administration), or equivalent work experience

• Must be able to work well under pressure and on occasion meet tight deadlines 

The salary range for this position in Toronto is $60,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes: 

• Hybrid working environment 

• RRSP Contributions 

• Health & Wellness Benefits 

• Work flexibility Programs 

• Parental Leave Benefits 

• Study Support 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at [email protected] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.