At a Glance
- Tasks: Elevate client investment strategies and nurture relationships with high-net-worth clients.
- Company: Join PICTON Investments, a leader in client-focused investment solutions.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work with a dynamic team and stay updated on market trends.
- Why this job: Make a real impact on clients' financial success while growing your career.
- Qualifications: 5–10+ years in investment counselling and strong communication skills required.
The predicted salary is between 67500 - 82500 $ per year.
Elevate client investment strategies with PICTON Investments as an Investment Counsellor. This role is central to nurturing client relationships and executing tailored strategies.
We are in search of a skilled Investment Counsellor to join the PICTON Investments team, requiring 5–10+ years of experience.
You will manage relationships with institutional and high-net-worth clients, deliver personalized investment strategies, and adhere to compliance.
Your responsibilities will also include monitoring portfolios and cultivating partnerships to enhance business development.
Key Responsibilities
- Advise clients on tailored investment strategies
- Conduct thorough portfolio reviews and assessments
- Build and maintain client relationships with exceptional service
- Develop business opportunities through strong referral networks
- Stay updated on market trends to enhance client insights
Requirements
- 5–10+ years in investment counselling or relationship management
- CFA charter holder or CIM designation is required
- Registered with the Ontario Securities Commission
- In-depth knowledge of capital markets
- Strong interpersonal and communication skills
At PICTON Investments, your relationship-building efforts will help shape client financial success.
Client-Focused Investment Counsellor in Montréal employer: Picton Mahoney
At PICTON Investments, we pride ourselves on being a top employer that fosters a dynamic and inclusive work culture, where creativity and collaboration thrive. Our commitment to employee growth is evident through our comprehensive benefits package, performance-based bonuses, and opportunities for equity ownership, ensuring that every team member can make a meaningful impact while advancing their career. Join us in our vibrant Ontario office, where you'll be empowered to innovate and redefine the investment landscape alongside a team of passionate professionals.
