Investment Counsellor

Picton Mahoney Asset Management•Calgary, AB

2d•CA$120,000 - CA$150,000•Hybrid

About The Position

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are. Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients. With a team of 223 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $18.6 billion (May 31, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach. We’re more than investors — we’re 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 human—always approachable. Succeed together, one investment at a time. These aren’t just words—they define how we think, how we invest, and how we work. Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next. At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll 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. You’ll 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, you’ll have everything you need to develop both now and over the longer term. 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. we're currently looking for 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. You’ll be part of a firm that values integrity, thought leadership, and client success at every stage.

Requirements

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.

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.
Cultivate a strong referral network through partnerships with legal professionals, accountants, and investment consultants.
Collaborate with internal teams—including portfolio construction, compliance, and operations—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.