Investment Counsellor

Company Overview Murray Wealth Group is a privately‑owned Canadian investment corporation serving approximately 100 high‑net‑worth families with over $400 million in assets under management. At The Murray Wealth Group, our team’s combined 85 years of investment experience forms the foundation of our success. We follow a well‑defined team process, adhering to rigorous stock selection criteria that have been developed and refined over decades. MWG builds a concentrated portfolio of high‑conviction securities, ensuring that every investment contributes significantly to performance. Opportunity We are seeking a client‑focused Investment Counsellor to join our dedicated team. The ideal candidate is a CFA Charterholder or a CIM/CFP holder with a proven track record in managing discretionary portfolios and nurturing long‑term relationships with high‑net‑worth clients. This role is integral to our firm’s success, requiring a blend of sophisticated investment acumen, rigorous compliance adherence, and outstanding interpersonal/emotional intelligence skills. You will be a key point of contact for a portfolio of our client families, responsible for understanding their unique financial objectives and delivering tailored investment strategies. MWG is in office three days per week with flexibility to work from home Monday and Friday. Key Responsibilities Client Relationship & Portfolio Management Develop relationships with prospective and existing clients with exceptional client service with a client first focus. Develop and implement Investment Policy Statements (IPS) to ensure alignment with client objectives, risk tolerance, and life circumstances. Construct and manage discretionary investment portfolios, utilizing a mix of our proprietary pooled funds and individual securities in segregated accounts. Conduct regular portfolio reviews with clients, clearly communicating investment strategy, performance, and market outlook. Provide comprehensive wealth management advice, coordinating with clients’ other professional advisors (accountants, lawyers) as needed. Private Client Business Development Aid in growing the private client business at Murray Wealth Group including new product and strategy development, distribution channels and markets. Develop best‑in‑class client services experience. Compliance & Operations Ensure all client‑related activities strictly adhere to OSC regulations, NI 31‑103, and our firm’s internal compliance policies and procedures. Maintain meticulous client documentation, including Know‑Your‑Client (KYC) information, suitability assessments, and meeting notes. Execute trades and manage portfolio administration efficiently through our custodial platform, NBIN. Liaise with our operations team to ensure seamless client onboarding, reporting, and account maintenance. Qualifications & Experience CFA (Chartered Financial Analyst) or CIM/CFP designation is preferred. Minimum of 3+ years of experience in a discretionary investment management role, preferably with a private wealth firm or family office. Must be registered as an Advising Representative (AR) with the OSC, or immediately eligible for registration. University degree in Finance, Commerce, Economics, or a related field. Demonstrated experience managing relationships with high‑net‑worth clients ($1M+). In‑depth understanding of the Canadian securities regulatory landscape. Experience working with pooled funds and OM structures is a strong asset. Familiarity with NBIN and Fundserv platforms is highly desirable. Skills & Attributes Client‑Centric: A genuine passion for helping clients achieve their financial goals. Analytical Rigor: Strong quantitative and analytical skills with the ability to distill complex information into clear, actionable advice. Exceptional Communicator: Superior verbal, written, and presentation skills. Unwavering Integrity: A deep commitment to ethical conduct and fiduciary responsibility. Detail‑Oriented: Meticulous attention to detail in portfolio management and compliance documentation. Collaborative: A team player who thrives in a collegial, boutique environment. What We Offer A competitive compensation package including salary, performance‑based bonus and comprehensive benefits package. The opportunity to work directly with the firm’s partners and have a significant impact on firm strategy and client success. A sophisticated and entrepreneurial work environment. Support for ongoing education and professional development. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Investment Management #J-18808-Ljbffr