Investment Counsellor

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One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments) being alternative isnt just what we doits who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $15.9 billion for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.
• Redefine the way investors invest.
• Be humanalways approachable.
• Succeed together one investment at a time.

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think differently embrace an entrepreneurial spirit and thrive in a dynamic bureaucracy-free environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performance-based bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

This is an exciting opportunity to join a forward-thinking and client-centric firm that is deeply committed to building better portfolios and delivering superior investment outcomes. As an Investment Counsellor you will advise high-net-worth and institutional clients leveraging a disciplined investment approach and the expertise of a collaborative team to support their long-term financial goals. We are seeking a seasoned investment professional with a proven ability to cultivate and strengthen relationships with centers of influence while deepening connections with clients. Youll be part of a firm that values integrity thought leadership and client success at every stage.

Youll have opportunity to learn and lead:

• 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.
• Cultivate a strong referral network through partnerships with legal professionals accountants and investment consultants.
• Collaborate with internal teamsincluding portfolio construction compliance and operationsto 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.

What were looking for

• 510 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.

Our Commitment to Employees

AtPICTON Investments we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) PICTON investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave top-up recognition awards semi-annual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.

These offerings are designed to support your career growth well-being and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investmentsis committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at.

PICTON Investmentsdoes not accept unsolicited resumes emails calls or any other form of communication from third-party recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Required Experience:

Manager