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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.

With a team of 241 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $19.3 billion (June 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: Succeed together, one investment at a time.

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 growth opportunities, you’ll have everything you need to develop both now and over the longer term.



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 centres 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.

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. 5–10+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management. ~ CFA charter holder and/or CIM designation required. ~ In‑depth knowledge of the Canadian investment landscape, capital markets, and regulatory environment. ~ Demonstrated success in business development and growing assets under management. ~ Proficiency in financial analysis and synthesizing investment strategies. ~ 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. These offerings are designed to support your career growth, well‑being, and overall success. 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.

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.

📌 Investment Counselor High Net Worth (Montreal)
🏢 Picton Mahoney
📍 Montreal