Expert Investment Counsellor in Montreal

Join PICTON Investments as an Expert Investment Counsellor and make a difference for high-net-worth and institutional clients. Leverage your skills to deliver superior investment outcomes in Montreal. This role is ideal for a seasoned investment professional with 5-10+ years of experience in relationship management or discretionary portfolio management. With a CFA or CIM designation, you will act as a trusted advisor, enhancing client portfolios while ensuring alignment with their financial aspirations. Your ability to build and maintain strong client relationships will be critical. Key Responsibilities:

• Advise on discretionary investment strategies for clients
• Maintain proactive communication and regular reviews with clients
• Collaborate with financial teams to address client concerns
• Assess client objectives and risk tolerances
• Monitor and adjust portfolios based on market changes

Requirements:

• 5–10+ years of relevant experience
• CFA and/or CIM designation mandatory
• Current registration as an Advising Representative
• In-depth understanding of regulatory frameworks
• Exceptional interpersonal and communication skills

Experience the rewarding impact of effective investment counselling at PICTON Investments in Montreal. #J-18808-Ljbffr