Bilingual Portfolio Strategist - Client-Facing, Canada-Wide

Picton Mahoney; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

A prominent investment management firm in Montreal seeks a Bilingual Portfolio Strategist to enhance their portfolio consulting efforts. The role involves building relationships with investment advisors and conducting in-depth portfolio analyses. Applicants should have 5-10 years in a client-facing role, a background in finance, and be proficient in both French and English. This position offers significant responsibilities within a collaborative culture and competitive benefits.

Benefits

Corporate fitness reimbursement

Maternity and parental leave top-up

Training and development reimbursement

Extensive health and dental benefits

Qualifications

• 5–10 years of relevant experience in a client-facing strategist or portfolio consulting role.
• Ability to translate complex analysis into clear, actionable narratives.
• Willingness to travel up to 50% across Canada.

Responsibilities

• Build recurring, consulting-based relationships with investment advisors.
• Represent PICTON Investments at regional industry conferences.
• Conduct detailed portfolio analysis focused on allocation, structure, and risk management.

Skills

Bilingual proficiency in French and English

Strong understanding of portfolio construction

Exceptional communication skills

Solutions-oriented mindset

Education

Post-secondary degree in relevant discipline

CFA and/or CAIA designation (or actively pursuing)

Job description

A prominent investment management firm in Montreal seeks a Bilingual Portfolio Strategist to enhance their portfolio consulting efforts. The role involves building relationships with investment advisors and conducting in-depth portfolio analyses. Applicants should have 5-10 years in a client-facing role, a background in finance, and be proficient in both French and English. This position offers significant responsibilities within a collaborative culture and competitive benefits.