Investment Counsellor

Overview PICTON Investments is one of Canada’s most trusted alternative investment brands. Founded by industry pioneer David Picton, the firm has spent 20 years redefining the investing landscape and managing $16.5 billion for institutional and retail clients. As an employee‑owned, privately run firm, PICTON is deeply committed to delivering superior investment outcomes and investing in its people. Base Pay Range CA$120,000.00 /yr – CA$150,000.00 /yr The Opportunity PICTON is seeking an experienced Investment Counsellor to advise high‑net‑worth and institutional clients. The role focuses on building long‑term relationships, delivering tailored discretionary strategies, and driving new business across the HNW and institutional segments. Successful candidates will demonstrate integrity, thought leadership, and a client‑centric focus. Responsibilities Advise high‑net‑worth and institutional clients with tailored, discretionary investment strategies aligned to their financial goals. Build and maintain long‑term client relationships through proactive communication, regular portfolio reviews, and exceptional service. Act as a trusted advisor by addressing client concerns, sharing market insights, and collaborating with their broader financial team (e.g., tax, estate, legal). Conduct in‑depth assessments of client objectives, risk tolerance, time horizon, and preferences to inform portfolio construction. Monitor, rebalance, and review portfolios to ensure ongoing alignment with client needs and market conditions. Develop and execute business development strategies to identify and convert new opportunities across HNW and institutional segments. Collaborate with internal teams—including portfolio management, compliance, and client service—to ensure seamless execution and high‑quality support. Stay current on global markets, economic trends, and regulatory developments to inform client strategy and firm‑wide insights. Uphold the highest ethical standards, maintaining full regulatory compliance and acting in the best interest of each client. Qualifications 5–10+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management. CFA charter holder and/or CIM designation required. Current registration as an Advising Representative in good standing with the Ontario Securities Commission (OSC) or another provincial securities regulator. In‑depth knowledge of the Canadian investment landscape, capital markets, and regulatory environment. Exceptional interpersonal and communication skills with a proven ability to gain the trust of sophisticated investors. Demonstrated success in business development and growing assets under management. Proficiency in financial analysis and synthesizing investment strategies. Professional presence with strong presentation and client‑facing capabilities. A collaborative team player and independent self‑starter with a commitment to excellence. Benefits & Compensation Competitive base salary of $120,000 – $150,000 /yr plus discretionary bonus. Employee‑owned culture with profit sharing and performance‑based bonuses. Comprehensive benefits package including health, dental, life, disability, and accrued PTO. Learning and development programs, corporate fitness reimbursement, and wellness benefits. Paid time off, holiday pay, and maternity/parental leave top‑up. Voluntary charitable donation matching and community service opportunities. Commitment to Employees PICTON provides an equitable and fair work environment for all. Hiring and personnel actions are taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language, or national origin. The firm welcomes diverse applicants and does not require Canadian experience. Accessibility support is available throughout the hiring process. Equal Employment Opportunity Statement PICTON Investments is an equal opportunity employer. We welcome applications from candidates with diverse experiences worldwide. If you require an accommodation at any point in the application and hiring process, please contact Human Resources at (416) 955‑4108 or accessibility@pictoninvestments.com. Recruitment Policy PICTON Investments does not accept unsolicited resumes, emails, calls, or other forms of communication from third‑party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will not be acknowledged or considered. AI‑Assisted Recruitment Notice We use AI‑assisted tools to support parts of our recruitment process, including summarizing interview notes and aligning candidate profiles with job requirements. All hiring decisions are made by our hiring team. #J-18808-Ljbffr