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 solid 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
• Solid interpersonal and communication skills

At PICTON Investments, your relationship-building efforts will help shape client financial success.
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📌 Picton Investments Client Focused Investment Counsellor Quebec City
🏢 Picton Mahoney
📍 Quebec City