15 Aug
|
Manitou Investment Management
|
Ontario
15 Aug
Manitou Investment Management
Ontario
Manitou is an independent, boutique investment management firm serving high-net-worth families, foundations, and institutions. We pride ourselves on providing thoughtful advice, personalized service, and long-term investment stewardship built on trust and lasting relationships.
We are seeking an Associate Investment Counsellor to join our team in Toronto.This role is well suited to an experienced wealth management professional who enjoys working directly with clients, thrives on delivering exceptional service and is looking to deepen their exposure to investment counselling within a collaborate and entrepreneurial environment.
What You’ll Do
The Associate Investment Counsellor works closely with other members of the Investment Counselling team to support a portfolio of high-net worth families and foundations to retain and grow relationships
Participate in client meetings and assist with meeting preparation, follow up and ongoing communication
Act as a key point of contact for client inquiries and requests, ensuring timely and professional responses
Help to coordinate account openings, transfers, onboarding activities, and client documentation.
Liaise with custodians, service providers, and internal partners to facilitate account administration and operational matters.
Contribute to client events, communications, and other initiatives that strengthen client engagement.
Support a collaborative team culture built on integrity, professionalism,
and continuous improvement.
What You Bring
3 or more years in wealth management, private investment counsel, or a comparable client-facing financial services role
Chartered Investment Manager (CIM) designation or CFA Level 1, and eligibility for registration as an Associate Advising Representative under NI 31-103 preferred
Aptitude with technology and genuine enthusiasm for adopting current tools, including AI
Precise, confident communication in writing and in person
A humble, hungry and smart attitude
Exceptional attention to detail, organization, and follow-through
A proactive mindset and full ownership of client service matters
Creative, curious thinker and self-starter
Advanced Microsoft Office skills, with hands-on experience in CRM and financial planning software
Why Join Manitou?
Work directly with experienced Investment Counsellors and sophisticated high-net-worth clients
Be part of a collaborative, mentorship-driven environment where your contributions are visible and valued
Gain meaningful exposure to discretionary portfolio management and client advisory work
The opportunity to build a career at a firm that values integrity, intellectual rigor, and client-first thinking
Competitive compensation (salary + profit sharing) and benefits, with support for ongoing professional development
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📌 Associate Investment Counsellor (Ontario)
🏢 Manitou Investment Management
📍 Ontario