Position Overview
Elevate your career as an Investment Counsellor at PICTON Investments, focused on high-net-worth clients. Deliver tailored investment strategies and exceptional client service from Calgary or Montreal.
We are looking for an experienced investment professional with a CFA charter or CIM designation and a strong background in institutional client management. In this role, you will cultivate and sustain client relationships through proactive communication and strategic portfolio oversight. The position requires an understanding of the Canadian investment landscape and regulatory environment, enhancing your ability to advise effectively.
Key Responsibilities:
• Advise clients with customized investment strategies
• Establish long-term relationships through ongoing communication
• Collaborate with clients' financial advisors for comprehensive service
• Conduct client assessments to guide investment decisions
• Rebalance portfolios to me...