Senior Investment Counsellor

14 hours ago


Vancouver, Canada CI Financial Full time

A leading financial services firm in Vancouver is seeking an experienced Investment Counsellor to manage relationships with High-Net-Worth clients. In this role, you will determine asset allocation, construct portfolios, and provide regular economic and performance reviews. The ideal candidate will hold a relevant university degree, possess CIM and/or CFA designations, and have strong communication skills. This position offers a competitive salary between $93,000 and $143,000, along with a benefits package and bonus eligibility.#J-18808-Ljbffr



  • Vancouver, Canada CI Financial Full time

    Biography CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the...

  • Investment Counsellor

    14 hours ago


    Vancouver, Canada CI Financial Full time

    Biography CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the...


  • Vancouver, Canada CI Financial Corp. Full time

    Description CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the...


  • Vancouver, British Columbia, Canada CI Financial Full time

    Location: Vancouver, BC, CanadaDate Posted: Jan 7, 2026Requisition ID: JR4882DescriptionCI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are...


  • Vancouver, Canada PICTON Investments Full time

    A leading investment firm in Canada is seeking an experienced Investment Counsellor to provide expert investment advice to high-net-worth and institutional clients. The role involves building long-term relationships, developing tailored investment strategies, and ensuring client satisfaction. Candidates should have 5–10+ years of relevant experience and...


  • Vancouver, Canada PICTON Investments Full time

    A leading investment firm in Canada is seeking an experienced Investment Counsellor to provide expert investment advice to high-net-worth and institutional clients. The role involves building long-term relationships, developing tailored investment strategies, and ensuring client satisfaction. Candidates should have 5–10+ years of relevant experience and...

  • Investment Counsellor

    2 weeks ago


    Vancouver, Canada PICTON Investments Full time

    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 Counsellor

    2 weeks ago


    Vancouver, Canada PICTON Investments Full time

    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...


  • Vancouver, Canada CI Financial Full time

    A leading financial services firm in Vancouver is seeking an experienced Investment Counsellor to manage relationships with High-Net-Worth clients. In this role, you will determine asset allocation, construct portfolios, and provide regular economic and performance reviews. The ideal candidate will hold a relevant university degree, possess CIM and/or CFA...

  • Investment Analyst

    5 days ago


    Vancouver, Canada Connor, Clark & Lunn Investment Management Ltd. Full time

    Work Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years - Investments and securities - Finance and financial management services, other **Work setting**: - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds...