Picton Investments Client-Focused Investment Counsellor (Montreal)

Picton Investments Client-Focused Investment Counsellor (Montreal)

17 Oct
|
Picton Mahoney
|
Montreal

17 Oct

Picton Mahoney

Montreal

Elevate client investment strategies with PICTON Investments as an Investment Counsellor. This role is central to nurturing client relationships and executing tailored strategies.We are in search of a skilled Investment Counsellor to join the PICTON Investments team, requiring 5–10+ years of experience. You will manage relationships with institutional and high-net-worth clients, deliver personalized investment strategies, and adhere to compliance. Your responsibilities will also include monitoring portfolios and cultivating partnerships to enhance business development.Key Responsibilities:Advise clients on tailored investment strategiesConduct thorough portfolio reviews and assessmentsBuild and maintain client relationships with exceptional serviceDevelop business opportunities through solid referral networksStay updated on market trends to enhance client insightsRequirements:5–10+ years in investment counselling or relationship managementCFA charter holder or CIM designation is requiredRegistered with the Ontario Securities CommissionIn-depth knowledge of capital marketsStrong interpersonal and communication skillsAt PICTON Investments, your relationship-building efforts will help shape client financial success.

📌 Picton Investments Client-Focused Investment Counsellor (Montreal)
🏢 Picton Mahoney
📍 Montreal

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