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, agile setting. 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 (Canada)
🏢 Picton Mahoney
📍 Canada