Investment Counsellor

Picton Mahoney; Montreal; Presencial; CAD 80.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Profit sharing

Health and wellness coverage

Paid time off

Learning and development programs

Descripción de la vacante

Picton Mahoney is seeking an experienced Investment Counsellor to advise high-net-worth and institutional clients in Montreal. The role involves cultivating relationships and providing tailored investment strategies.

Ideal candidates will have 5+ years in investment counselling, a CFA or CIM designation, and a strong grasp of the Canadian investment landscape. The firm offers robust employee benefits, including profit sharing, health coverage, and career growth opportunities.

Formación

• 5–10+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management.
• 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.

Responsabilidades

• Advise high-net-worth and institutional clients with discretionary investment strategies.
• Build and maintain long-term client relationships.
• Conduct in-depth assessments of client objectives and risk tolerance.

Conocimientos

Investment counselling

Institutional relationship management

Business development

Financial analysis

Interpersonal skills

Educación

CFA charter holder

CIM designation

Advising Representative registration

Descripción del empleo

Company Overview

PICTON Investments is an independent, privately‑run, employee‑owned investment firm that focuses on alternative investments. With 223 professionals, the firm manages over $18.6 billion (May 31 2026) for institutional and retail clients across Canada.

Opportunity

We are seeking an Investment Counsellor to advise high‑net‑worth and institutional clients. The role involves cultivating and strengthening relationships, providing tailored investment strategies, and supporting long‑term financial goals.

Responsibilities

• Advise high‑net‑worth and institutional clients with discretionary investment strategies.
• Build and maintain long‑term client relationships through proactive communication, 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 high‑net‑worth and institutional segments.
• Cultivate a strong referral network through partnerships with legal professionals, accountants, and investment consultants.
• Collaborate with internal teams—portfolio construction, compliance, 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.

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 registration as an Advising Representative in good standing with the Ontario Securities Commission 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.

Commitment to Employees

PICTON Investments offers a comprehensive benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more. Equity ownership opportunities are available for eligible employees. The firm also provides a clear career growth path, performance‑based bonuses, and competitive total rewards.

EEO Statement

PICTON Investments is committed to providing an equitable and fair work environment for everyone. 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. Canadian experience is not required. If you require an accommodation at any point in the application and hiring process, please contact Human Resources at (416) 955‑4108 or email [e-mail].