Serve ultra-high net worth clients across Canada as a Senior Investment Counselor, using portfolio strategy and private banking expertise. This role follows a hybrid mode with three office days and two remote days.
Citi Private Bank seeks a senior client-facing advisor for high net worth and ultra-high net worth relationships. You will partner with Bankers and specialists while advising across traditional and alternative asset classes, currencies, markets, and jurisdictions. The work integrates investments with lending, trust, and wealth planning services.
Key Responsibilities: Provide tailored portfolio advice and assess investment suitability
Advise across traditional and alternative asset classes
Deepen relationships through proactive investment guidance




Execute brokerage trades and oversee after-sales activity
Develop cross-referrals across lending, trust, and institutional markets
Requirements: 15 or more years in investment advisory or private banking
Experience managing and growing ultra-high net worth relationships
Expertise constructing complex portfolio strategies
Strong analytical and relationship management skills
Bachelor's degree or equivalent university qualification
Bring investment expertise, strategic counsel, and relationship leadership to Citi Private Bank clients across Canada.

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📌 Senior UHNW Investment Counselor Canada (British Columbia)
🏢 Citigroup
📍 British Columbia