Advise ultra-high net worth clients across Canada using sophisticated investment strategies and personalized portfolio solutions in a hybrid mode. Citi Private Bank seeks a Senior Investment Counselor with 15 or more years in investment advisory or private banking. You will serve high net worth and ultra-high net worth clients, partnering with Bankers and specialists. The work spans investments, lending, trust, and broader private banking services. Key Responsibilities:

Advise clients and oversee tailored portfolio recommendations Evaluate traditional and alternative asset classes Deepen relationships through proactive investment guidance Introduce new clients through Canadian market networks Coordinate referrals across lending, trust, and institutional markets Requirements:

15 or more years in investment advisory or private banking Expertise constructing complex investment portfolio strategies Sophisticated analytical thinking and actionable recommendations Strong relationship management and stakeholder influence Bachelor's degree or equivalent university qualification Bring investment expertise, relationship leadership, and portfolio strategy skills to Citi Private Bank's Canadian client franchise.

📌 Senior Investment Counselor Canada (Toronto)
🏢 Citigroup
📍 Toronto