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 strategies
- Conduct thorough portfolio reviews and assessments
- Build and maintain client relationships with exceptional service
- Develop business opportunities through strong referral networks
- Stay updated on market trends to enhance client insights
Requirements:
- 5–10+ years in investment counselling or relationship management
- CFA charter holder or CIM designation is required
- Registered with the Ontario Securities Commission
- In-depth knowledge of capital markets
- Robust interpersonal and communication skills
At PICTON Investments, your relationship-building efforts will help shape client financial success.