Senior Investment Counsellor

Position: Senior Investment Counsellor at PICTON Investments
Elevate your career with PICTON Investments as a Senior Investment Counsellor. Advise high-net-worth and institutional clients with tailored strategies in a flexible and dynamic environment.

At PICTON Investments, we pride ourselves on our innovative approach. As an Investment Counsellor, you will leverage your expertise to foster relationships and provide exceptional service to clients.

Your role emphasizes collaboration, strategic investment, and deep insights into market trends, adhering to our principles of integrity and client success.

Key Responsibilities:

• Advise clients on discretionary investment strategies tailored to goals

• Maintain long-term client relationships with proactive communication

• Address client concerns and share market insights as a trusted advisor

• Conduct assessments of client objectives to inform portfolio strategies

• Monitor and rebalance portfolios aligning with market conditions

Requirements:

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

• CFA charter holder and/or CIM designation required

• Registration as Advising Representative in good standing

• In-depth knowledge of capital markets and Canadian regulations

• Strong communication skills with high net-worth clients

Harness your investment expertise and thrive at PICTON Investments.
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