Senior Investment Counsellor Montreal

Join PICTON Investments as a Senior Investment Counsellor in Calgary or Montreal, advising high-net-worth and institutional clients. Enjoy a competitive salary, equity ownership program, and flexible benefits package.

This role requires 5–10+ years of experience in investment counselling, where you'll develop tailored investment strategies and build lasting client relationships. Your exceptional communication will aid in addressing client concerns while collaborating with financial teams to provide comprehensive support and market insights.

Key Responsibilities:

• Advise clients with tailored investment strategies aligned to goals

• Build long-term relationships through proactive communication

• Conduct in-depth assessments to inform portfolio construction

• Monitor and rebalance portfolios to meet client needs

• Develop strategies for business growth and new opportunities

Requirements:

• 5–10+ years in investment counselling or portfolio management

• CFA charter holder and/or CIM designation required

• Current registration with Ontario Securities Commission

• In-depth knowledge of Canadian capital markets

• Proven interpersonal skills to build client trust

Elevate your career by guiding clients with expert insights and strategic investment approaches in a dynamic environment at PICTON Investments.
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