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
- Solid 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