Elevate your investment career with Picton Mahoney Asset Management as an Investment Counsellor. Focus on high-net-worth clients in Calgary or Montreal, providing tailored investment strategies.

At Picton

Mahoney, you'll leverage over 20 years of expertise in alternative investments. We're seeking a seasoned professional with a robust understanding of capital markets and exceptional relationship-building skills. The firm is committed to client success, ensuring you have the tools and support needed to thrive in a collaborative, dynamic environment. Key Responsibilities:

- Advise high-net-worth clients on customized investment strategies
- Build long-term relationships through proactive communication
- Monitor and rebalance portfolios aligned with client goals




- Act as a trusted advisor collaborating with clients’ financial teams
- Stay updated on market trends to inform strategy

Requirements:

- 5–10+ years in investment counselling or portfolio management
- CFA charter holder and/or CIM designation required
- Registration with the Ontario Securities Commission in good standing
- Solid interpersonal and communication skills
- Proven success in business development

Empower clients to achieve their financial goals with innovative investment strategies while growing your career at Picton Mahoney.

📌 Investment Counsellor at Picton Mahoney (Montreal)
🏢 Picton Mahoney
📍 Montreal