Picton Investments Client-Focused Investment Counsellor
Picton Mahoney
Elevate client investment strategies with PICTON Investments as an Investment Counsellor. This role is central to nurturing client relationships and executing tailored strategies.
We are in search of a skilled Investment Counsellor to join the PICTON Investments team, requiring 5–10+ years of experience. You will manage relationships with institutional and high-net-worth clients, deliver personalized investment strategies, and adhere to compliance. Your responsibilities will also include monitoring portfolios and cultivating partnerships to enhance business development.
Key Responsibilities: - Advise clients on tailored investment strategies - Conduct thorough portfolio reviews and assessments - Build and maintain client relationships with exceptional service - Develop business opportunities through strong referral networks - Stay updated on market trends to enhance client insights
Requirements: - 5–10+ years in investment counselling or relationship management - CFA charter holder or CIM designation is required - Registered with the Ontario Securities Commission - In-depth knowledge of capital markets - Strong interpersonal and communication skills
At PICTON Investments, your relationship-building efforts will help shape client financial success.#J-18808-Ljbffr
We are in search of a skilled Investment Counsellor to join the PICTON Investments team, requiring 5–10+ years of experience. You will manage relationships with institutional and high-net-worth clients, deliver personalized investment strategies, and adhere to compliance. Your responsibilities will also include monitoring portfolios and cultivating partnerships to enhance business development.
Key Responsibilities: - Advise clients on tailored investment strategies - Conduct thorough portfolio reviews and assessments - Build and maintain client relationships with exceptional service - Develop business opportunities through strong referral networks - Stay updated on market trends to enhance client insights
Requirements: - 5–10+ years in investment counselling or relationship management - CFA charter holder or CIM designation is required - Registered with the Ontario Securities Commission - In-depth knowledge of capital markets - Strong interpersonal and communication skills
At PICTON Investments, your relationship-building efforts will help shape client financial success.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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