Overview

Application Deadline: 09/18/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group:Wealth Sales & Service Role Overview The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development efforts, and ensuring our team delivers high-quality investment management, fiduciary oversight, and regulatory compliance across the assigned portfolio/jurisdiction. This role partners closely with Investment Counsellors, Market Leaders, other Regional Directors, and internal business partners to support growth objectives, deepen client relationships, improve sales effectiveness, and allow our team of professionals to deliver an exceptional client experience. The Regional Director of Investments brings technical investment expertise, strong judgment, and strategic leadership to help teams identify opportunities, prepare for prospect and client conversations, develop investment solutions, and execute business development strategies in a disciplined, compliant, and scalable way. The role also provides guidance on regional performance, investment governance, portfolio oversight, reporting, change management, training, and strategic initiatives that support client, business, and enterprise priorities. Key Accountabilities Business Development & Growth EnablementActively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion.Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction.Enhances the firm's presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies.Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities.Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients.Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required.Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results.Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently.Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience. Investment Leadership & Technical ExpertiseProvides investment management, fiduciary expertise, and strategic leadership to Investment professionals within the assigned portfolio or jurisdiction.Supports portfolio construction, mandate suitability, investment policy, risk/return trade-offs, market positioning, and fiduciary considerations.Supports the development and implementation of investment strategies, model portfolios, and portfolio recommendations based on evaluation of risk, return, correlation, client objectives, and platform capabilities.Provides guidance on equity and fixed income markets, tax-related investment considerations, fiduciary obligations, and the regulatory environment. Regional Performance, Strategy & ExecutionMonitors regional, market, team, and professional-level performance results and develops action plans to address gaps and improve outcomes.Acts as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives.Develops an expert understanding of business and market challenges, competitive dynamics, client