Director, ESG Services

Aviso Wealth - Toronto, ON (30+ days ago)

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Aviso Wealth:
A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer.

The Opportunity:
We’re looking for a Director, ESG Services to join NEI Investments – the asset management division of Aviso Wealth.

Reporting to the Vice President, ESG Services, the Director will take a leading role in guiding the strategic direction of NEI’s Responsible Investment (RI) program and ensuring its ongoing leadership and success. The successful candidate will be specifically be responsible for helping guide the continued evolution of our Corporate Engagement, Evaluations, Proxy Voting, Policy and Research programs. These responsibilities will encompass leading high-profile corporate engagements with companies from all over the world, publishing key research and opinion pieces, and driving policy and standards development on topics ranging from the systemic risks of climate change to ensuring the respect and protection of human rights. This role also requires the successful candidate to be a key public face of our RI program, representing NEI in various national and international collaborations and conferences, speaking with media, and supporting our sales team with insights and advisor- and public-facing speaking opportunities. This position will be located in Toronto.

Who you are:
You take initiative, seeking out and owning opportunities to improve yourself, your team and our business
You’re comfortable in a fast-paced, high change environment, maintaining a keen attention to detail even when under pressure
You thrive in a collaborative environment, actively sharing your knowledge and ideas with your colleagues, and celebrating success as a team
You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
You strongly believe in the goals of responsible investing and sustainable financial strength, and you’re committed to long-term wealth solutions.
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work
You are passionate about the potential for investors to have a positive impact in the world and for their money to do more
You’re self-aware, thoughtful, a critical thinker, inspired, personally invested in everything you do and ready to learn every day

Core Capabilities:
Deep understanding of ESG factors and their influence on company risk and performance
Excellent research and analytical skills, combining rigour of analysis and creativity of thought
Excellent written and verbal communication skills
Strong attention to detail and commitment to quality, combined with strong ability to think strategically
Ability to capably represent the team and company’s views and objectives through written or oral communication and in collaboration with other investors in high-profile company engagements
Strong organization and time management skills, with ability to manage multiple projects and prioritize tasking from multiple internal and external stakeholders; and to follow-up proactively
Consummate team player, with the ability to work independently and independently adapt priorities in a dynamic and fast evolving environment

What your day looks like:
Establish, review and refine procedures for corporate engagement dialogue, proxy voting and policy work to increase effectiveness and efficiency, support NEI's claim of continuing industry leadership in responsible investing and mitigate regulatory compliance risks
Support the Responsible Investment program lead in guiding the overall development and growth of the program
Supervise and advise ESG sector analysts on company dialogues
Conduct key dialogues with senior executives and board directors regarding ESG risks and solutions
Supervise proxy voting operations and relationship with third party proxy advisor
Provide recommendations on policy work opportunities
Research and write policy submissions and review submissions written by others
Conduct meetings with policymakers
Present to wide range of audiences at industry conferences, sales events, etc.
Develop, supervise and write engagement reporting content
Represent NEI in key ESG industry collaborations and multi-stakeholder initiatives
Act as a media spokesperson
Monitor current and emerging ESG risks in assigned sectors and determine appropriate action, including identifying company targets for engagement
Develop key engagement strategies for assigned sectors in collaboration with the team
Conduct, as well as organize and support, dialogues with senior executives and board directors at public companies regarding ESG risks and solutions
Build upon your expertise by undertaking a wide range of thematic, sectoral and company-specific research relating to a variety of ESG risks and solutions; e.g., human rights, community engagement, executive compensation, climate change, etc.
Play a prominent role representing NEI in ESG coalitions, collaborations and other strategic partnerships
Draft internal and external briefings, minutes, blogs, reports, company correspondence, policy submissions, whitepapers and other written materials
Support sales and marketing teams in communications about our RI program
Provide sector insights and expertise that strengthen our company evaluation and proxy voting processes


Your experience and skills:
Minimum Bachelor’s Degree in a related field of study
Minimum five years’ experience in a research function in business, government, academic or nongovernmental organizations
Minimum seven years’ experience in responsible investing, corporate sustainability or a related field
Excellent interpersonal and relationship-building skills
Excellent research and writing skills
Excellent presenter capable of comfortably and effectively speaking to a range of audiences across the RI and financial advice fields
Corporate engagement and policy advocacy experience strongly preferred
Experience at an asset manager and familiarity with the wealth management business and the needs of investment advisors an asset
Experience with proxy voting or corporate governance best practices an asset
Fluency in English is required, proficiency in other languages is considered an asset
Sector-specific experience (e.g. consumer sector, industrials, etc.) considered an asset


At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:
Aviso Wealth is a national, integrated financial services company, with approximately $65 billion in assets under administration and management. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at