Investment Counsellor

Picton Mahoney; Calgary; On-site; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Corporate fitness reimbursement

VersaFi memberships

Portfolio management services

Volunteer and charitable donation匹

Job summary

PICTON Investments seeks an Investment Counsellor to advise high‑net‑worth and institutional clients using a disciplined investment approach and collaborative team support.

You will cultivate relationships, deliver tailored strategies, and ensure alignment with client goals while staying current on market trends and regulatory developments.

Qualifications

• 5–10+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management.
• CFA charter holder and/or CIM designation required.
• Current OSC Advising Representative registration or equivalent in good standing.

Responsibilities

• Advise high‑net‑worth and institutional clients with discretionary investment strategies.
• Build and maintain long‑term client relationships through proactive communication and reviews.
• Act as trusted advisor, addressing client concerns and collaborating with their financial team.
• Assess objectives, risk tolerance, time horizon, and preferences to inform portfolio construction.
• Monitor, rebalance, and review portfolios to align with client needs and market conditions.
• Develop business development strategies to grow assets under management.

Skills

Relationship management

Client communication

Financial analysis

Portfolio management

Presentation skills

Education

CFA charter holder

CIM designation

Job description

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025, 2026 | Best Workplaces™ for Young Talent 2026

One of Canada’s Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are. Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA

With a team of 241 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $19.3 billion (July 31, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

We’re more thaninvestors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors’ money like our own.
• Redefine the way investors invest.
• Be human—always approachable.
• Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work.

Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy‑free environment, join us and be part of what’s next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance‑based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.

The Opportunity

This is an exciting opportunity to join a forward-thinking and client‑centric firm that is deeply committed to building better portfolios and delivering superior investment outcomes. we’re currently looking for an Investment Counsellor, you will advise high‑net‑worth and institutional clients, leveraging a disciplined investment approach and the expertise of a collaborative team to support their long‑term financial goals. We are seeking a seasoned investment professional with a proven ability to cultivate and strengthen relationships with centers of influence while deepening connections with clients. You’ll be part of a firm that values integrity, thought leadership, and client success at every stage.

To support our current business priorities, we are open to candidates located in either Calgary or Montreal and welcome applications from professionals in both markets.

At PICTON Investments being employee‑owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

You’ll have opportunity to learn and lead:

• Advise high‑net‑worth and institutional clients with tailored, discretionary investment strategies aligned to their financial goals.
• Build and maintain long‑term client relationships through proactive communication, regular portfolio reviews, and exceptional service.
• Act as a trusted advisor by addressing client concerns, sharing market insights, and collaborating with their broader financial team (e.g., tax, estate, legal).
• Conduct in‑depth assessments of client objectives, risk tolerance, time horizon, and preferences to inform portfolio construction.
• Monitor, rebalance, and review portfolios to ensure ongoing alignment with client needs and market conditions.
• Develop and execute business development strategies to identify and convert new opportunities across HNW and institutional segments.
• Cultivate a strong referral network through partnerships with legal professionals, accountants, and investment consultants.
• Collaborate with internal teams—including portfolio construction, compliance, and operations—to ensure seamless execution and high‑quality support.
• Stay current on global markets, economic trends, and regulatory developments to inform client strategy and firm‑wide insights.
• Uphold the highest ethical standards, maintaining full regulatory compliance and acting in the best interest of each client.

What we’re looking for

• 5–10+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management.
• CFA charter holder and/or CIM designation required.
• Current registration as an Advising Representative in good standing with the Ontario Securities Commission (OSC) or another provincial securities regulator.
• In‑depth knowledge of the Canadian investment landscape, capital markets, and regulatory environment.
• Exceptional interpersonal and communication skills with a proven ability to gain the trust of sophisticated investors.
• Demonstrated success in business development and growing assets under management.
• Proficiency in financial analysis and synthesizing investment strategies.
• Professional presence with strong presentation and client‑facing capabilities.
• A collaborative team player and independent self‑starter with a commitment to excellence.

Our Comm itment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top‑up, recognition awards, semi‑annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

• Corporate fitness reimbursement and discounts
• VersaFi memberships (formerly Women in Capital Markets)
• PICTON Investment Counseling and portfolio management services
• Volunteer and charitable donation matching
• Maternity and parental leave top-up
• Recognition awards
• Semi‑annual performance bonuses
• A generous annual vacation entitlement (minimum of 15 days per year)
• Training and development reimbursement
• Extensive health and dental benefits
• A healthcare spending account
• More

These offerings are designed to support your career growth, well‑being, and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required.

If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at [phone] or at [e-mail].

PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third‑party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Please note: We use AI‑assisted tools to support parts of our recruitment process, including summarizing interview notes, aligning candidate profiles with job requirements, and initial resume screening. All decisions are made by our hiring team.