Position Overview

The Senior Investment Counsellor is a licensed Advising Representative committed to expanding Manitou Investment Management Ltd.’s portfolio of high-net-worth clients. This role is ideal for a seasoned professional with a passion for client advisory and asset management. The successful candidate will bring deep expertise in creating tailored, strategic asset allocations while fostering long-term client relationships. Manitou is known for delivering high-touch, personalized, and performance-driven services to 200+ clients that include Individual & Families, Foundations and Institutions. If you are a driven leader eager to contribute to a firm celebrated for its integrity, empathy, and responsive client service, this opportunity will allow you to make a significant impact while being part of our ambitious growth journey.

Why Manitou?

At Manitou, we are dedicated to building a legacy of performance and trust, combining over two decades of expertise with a commitment to helping clients achieve their financial aspirations. We pride ourselves on a culture of autonomy, collegiality, and a co-ownership model that empowers our team to take ownership of their work and drive meaningful results. As a Senior Investment Counsellor, you will be joining a firm where your contributions are valued, and your success is directly tied to our collective growth. With $2B+ in assets under management, Manitou is poised for growth, offering you a unique opportunity to play a pivotal role in our future. We provide a collaborative, high performance environment where you can thrive professionally while benefiting from a supportive team dynamic.

Key Responsibilities

• Client Relationship Management: Develop and expand a portfolio of clients aligned with Manitou’s ‘client, team, self’ philosophy, focusing on high-net-worth individuals.
• Investment Expertise: Develop an excellent understanding of Manitou’s investment process and mandates to effectively communicate strategies to clients.
• Strategic Advisory: Design and implement tailored investment strategies that align with clients’ financial goals, risk profiles, and market conditions.
• Business Development: Identify and pursue new business opportunities through proactive outreach and through building a network of competent professionals with whom client relationships can be cultivated and built upon.
• Sales Expertise: Prepare and deliver compelling sales presentations and proposals to prospective clients, showcasing Manitou’s value proposition.
• Mentorship & Leadership: Provide guidance and mentorship to junior team members, fostering a culture of continuous learning and excellence.
• Market Intelligence: Monitor competitor offerings and market trends to identify opportunities for Manitou to differentiate and grow.
• Collaboration: Work closely with the Research and Portfolio Management teams and fellow Investment Counsellors to ensure a cohesive approach to client investment strategies.
• Revenue Growth: Achieve and surpass individual and team revenue and profitability targets, contributing to the firm’s overall success.
  

Qualifications & Skills

• 7+ years of experience in investment advisory or wealth management, with a proven track record of success in client acquisition and retention.
• Strong financial acumen, with the ability to translate complex market insights into actionable client strategies.
• Exceptional communication, negotiation, and relationship-building skills.
• CFA or CIM designation required.
• A post-secondary degree in Finance or Business, or equivalent business experience desired, but not required.
• Strong leadership capabilities with an entrepreneurial mindset.
• Proficiency in Excel, Word, and PowerPoint.
  

What We Offer

• Competitive compensation package with performance-based incentives.
• Professional development opportunities, including ongoing training and support for further certifications.
• A collaborative and supportive team environment where your expertise will be valued and your impact, visible.
• A flexible work environment, recognizing that our best work is often achieved through both in-person connections and independent, focused effort. During your first six months, you will be in-office 4-5 days per week to immerse yourself in our culture, after which you’ll enjoy a hybrid model with at least 3 days in-office to maintain strong connections with colleagues, partners, and clients.