PICTON Investments: Investment Counsellor Role

PICTON Investments seeks an experienced Investment Counsellor to serve high-net-worth and institutional clients in Calgary or Montreal. The position offers a competitive payment structure and full benefits package.

With 5–10+ years of investment counselling experience, you'll advise clients on strategies aligned with their financial objectives. Your role will involve continuous communication, creating trust, and collaborating with broader financial teams to refine investment approaches.

Key Responsibilities:
• Advise clients on tailored discretionary investment strategies
• Build relationships through proactive and regular communication
• Conduct assessments of client objectives and risk tolerance
• Monitor and rebalance client portfolios as needed
• Develop strategies for business growth and new opportunities

Requirements:
• 5–10+ years in investment counselling or portfolio management
• Required CFA char...