Senior Investment Counselor Canada

Advise ultra-high net worth clients across Canada using sophisticated investment strategies and personalized portfolio solutions in a hybrid model.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 recommendationsEvaluate traditional and alternative asset classesDeepen relationships through proactive investment guidanceIntroduce new clients through Canadian market networksCoordinate referrals across lending, trust, and institutional marketsRequirements:
15 or more years in investment advisory or private bankingExpertise constructing complex investment portfolio strategiesSophisticated analytical thinking and actionable recommendationsStrong relationship management and stakeholder influenceBachelor's degree or equivalent university qualificationBring investment expertise, relationship leadership, and portfolio strategy skills to Citi Private Bank's Canadian client franchise.
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