Investment CounsellorWe are seeking an Investment Counsellor to advise high‑net‑worth and institutional clients, supporting their long‑term financial goals through a disciplined investment approach. Location: Calgary or Montreal. Experience and skills will determine an annual base salary of $120,000–$150,000 plus discretionary bonus. Eligible for equity ownership program and a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off, holidays, learning and development reimbursement, performance‑based bonuses and a generous annual vacation entitlement (minimum 15 days). Responsibilities 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 broader financial teams (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 solid referral network through partnerships with legal professionals, accountants and investment consultants. Collaborate with internal teams—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 highest ethical standards, maintaining full regulatory compliance and acting in best interest of each client. Qualifications5–10+ years experience in investment counselling, institutional relationship management or discretionary portfolio management. CFA charter holder and/or CIM designation required. Current registration as an Advising Representative in good standing with the Ontario Securities Commission (OSC) or another provincial securities regulator. In‑depth knowledge of the Canadian investment landscape, capital markets and regulatory environment. Exceptional interpersonal and communication skills with proven ability to gain the trust of sophisticated investors. Demonstrated success in business development and growing assets under management. Proficiency in financial analysis and synthesizing investment strategies. Professional presence with strong presentation and client‑facing capabilities. Collaborative team player and independent self‑starter with commitment to excellence. BenefitsCompetitive total rewards, discretionary bonus program, equity ownership program, profit sharing, health and wellness coverage, life and disability insurance, paid time off, holidays, learning and development reimbursement, performance‑based bonuses and generous annual vacation entitlement (minimum 15 days), corporate fitness reimbursement and other well‑being initiatives. Equal Opportunity StatementPICTON Investments is committed to providing an equitable and fair work environment for everyone. All hiring decisions are made without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. Canadian experience is not required. If you require an accommodation at any point in the hiring process, contact Human Resources at (416) 955‑4108 or at #J-18808-Ljbffr

📌 Investment Counsellor (Calgary)
🏢 Picton Mahoney
📍 Calgary