Why Join BlueSky Investment Counsel?

At BlueSky Investment Counsel, we're not just managing portfolios – we're building the future of wealth management in Canada. Our mission to advance finance into the family drives everything we do, from our client relationships to our team culture.

We're seeking exceptional professionals who share our vision of becoming the premier wealth management firm for complex family, executive, and entrepreneurial wealth solutions. If you're passionate about sophisticated financial strategies and want to work with Canada's most discerning clients, we want to hear from you.

Our Culture & Values

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Client-Centric Excellence

Every decision we make is guided by what's best for our clients' long-term success and family legacy.

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Intellectual Rigor

We embrace complex challenges and sophisticated solutions that require deep expertise and continuous learning.

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Collaborative Partnership

We work as a team, supporting each other and our clients through every financial challenge and opportunity.

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Innovation & Growth

We're building something special and looking for team members who want to grow with us as we expand across Canada.

What We Offer

Competitive Compensation

Market-leading salary and performance-based bonuses

Professional Development

Ongoing education, conference attendance, and certification support

Flexible Work Environment

Hybrid work arrangements and modern office facilities

Health & Wellness

Comprehensive health benefits and wellness programs

Growth Opportunities

Clear career progression paths and leadership development

High-Net-Worth Exposure

Work with sophisticated clients and complex financial situations

Current Opportunities

Senior Portfolio Manager

Full-time

Lead sophisticated portfolio management strategies for high-net-worth families, executives, and entrepreneurs. Work directly with our leadership team to develop and implement institutional-quality investment solutions.

Key Responsibilities

  • Develop and implement comprehensive investment strategies for high-net-worth clients
  • Conduct sophisticated portfolio analysis and risk management
  • Build and maintain relationships with institutional investment partners
  • Collaborate with clients' other advisors (legal, tax, banking)
  • Mentor junior team members and contribute to firm growth
  • Stay current with market trends and regulatory changes

Requirements

  • CFA or CIM designation or equivalent professional certification
  • Minimum 8 years of portfolio management experience
  • Experience with high-net-worth clients and complex financial situations
  • Strong analytical and communication skills
  • Knowledge of Canadian and international investment markets
  • Experience with alternative investments and institutional strategies

Financial Planner

Full-time

Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.

Key Responsibilities

  • Develop comprehensive financial plans for high-net-worth families
  • Coordinate with tax advisors and estate planning attorneys
  • Implement tax-efficient wealth transfer strategies
  • Conduct retirement and education funding analyses
  • Review and optimize insurance and risk management strategies
  • Present complex financial strategies to clients in clear, actionable terms

Requirements

  • CFP designation or equivalent financial planning certification
  • Minimum 5 years of financial planning experience
  • Experience with high-net-worth clients and complex planning scenarios
  • Strong knowledge of Canadian tax law and estate planning
  • Excellent presentation and client relationship skills
  • Proficiency with financial planning software and tools

Associate Portfolio Manager

Full-time

Support senior portfolio management activities while developing expertise in sophisticated investment strategies. Ideal for professionals looking to advance their career in high-net-worth wealth management.

Key Responsibilities

  • Assist in portfolio construction and rebalancing activities
  • Conduct investment research and due diligence
  • Prepare client reports and performance analyses
  • Support client meetings and presentations
  • Maintain investment databases and tracking systems
  • Collaborate with external investment managers and advisors

Requirements

  • Bachelor's degree in Finance, Economics, or related field
  • Pursuing or willing to pursue CFA designation
  • 2-4 years of investment or financial services experience
  • Strong analytical and quantitative skills
  • Proficiency with Excel, Bloomberg, and other financial tools
  • Excellent attention to detail and organizational skills

How to Apply

Ready to join our mission of advancing finance into the family? We'd love to hear from you.

Submit Your Application

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Drag and drop your resume here, or browse files

Accepted formats: PDF, DOC, DOCX (Max 10MB)

1

Submit Your Application

Use the form above to upload your resume and application details

2

Initial Interview

We'll schedule a phone or video interview to discuss your background and interests

3

In-Person Meeting

Meet with our team to discuss the role and learn more about our culture

4

Final Decision

We'll make our decision and extend an offer to the right candidate