Investment Counsellor

Vancouver, BC

$120,000 - $150,000 base salary + bonus + benefits

Hybrid

Chasing Talent has partnered with a Canadian investment firm recognized for their modern approach, entrepreneurial and disruptor thinking to hire an Investment Counsellor.

ABOUT 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.

You will join a team that values integrity, thought leadership, and client success at every stage.

WHAT YOU WILL BE DOING

·       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 high net worth 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.

WHAT WE ARE LOOKING FOR

The best fit for the role is a seasoned investment professional with a proven ability to cultivate and strengthen relationships with centres of influence while deepening connections with clients.

·       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 Associate Advising Representative (AAR) or Advising Representative (AR) 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.

COMPENSATION

The expected annual base salary for this role is $120,000 – $150,000, with the final number depending on your experience, skills, and education. Additionally, you’ll be eligible for the discretionary bonus program.

Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more.

The company also offers opportunities for top performers to participate in an equity ownership program over time.

TO NOTE

AI will not be used in the review of a candidate’s eligibility for the role. Each application with be individually reviewed by the talent partner.

APPLY NOW

If you are interested in this opportunity, please reach out with your resume.  Apply here.