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 qualified 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 team-oriented, 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 creative investment strategies while growing your career at Picton Mahoney.
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📌 Investment Counsellor At Picton Mahoney Montreal
🏢 Picton Mahoney
📍 Montreal