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About the Role

PICTON Investments is seeking an Associate, Inside Sales to contribute to the firm's business growth by partnering with an assigned Vice President, Retail Sales. The role requires a passion for providing investment solutions, a commitment to innovative sales strategies, and the ability to thrive in a hybrid work environment.

Responsibilities

• Demonstrate a keen focus on prospecting and growing the advisor base.
• Position PICTON’s strategies using a consultative sales approach and close new business.
• Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
• Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
• Meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities.
• Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner.
• Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
• Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects.
• Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
• Participate in and contribute to regular team meetings and business planning sessions.

Requirements

• Undergraduate degree in business, finance or related field.
• Successful completion or working towards Canadian Securities Course certification.
• 2+ years of previous sales experience in the financial services, investment or related industry.
• Excellent verbal and written communication skills.
• Highly motivated self-starter with an innovative approach to driving sales.
• Outstanding interpersonal and communication skills.
• Ability to organize, prioritize and execute individual and team sales plans and activity.
• Proficient in Microsoft Office applications.
• Extensive experience working with a CRM system (Salesforce preferred).
• Occasional future travel will be required.

Skills

• Consultative sales approach
• Sales strategy development
• Client relationship management
• Alternative Investment solutions
• Hedge Funds
• Liquid Alternatives
• CRM systems
• Microsoft Office applications

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 2+ years of previous sales experience

Education Level

• Undergraduate degree in business, finance or related field
• Canadian Securities Course certification (or working towards)

Salary/Compensations

• 60,000-70,000 base salary

Benefits

• Discretionary bonus program
• Equity ownership program over time
• Profit sharing
• Health and wellness coverage
• Life and disability insurance
• Paid time off and holidays
• Learning and development programs
• Corporate fitness reimbursement and discounts
• VersaFi memberships
• Picton investment counseling and portfolio management services
• Volunteer and charitable donation matching
• Maternity and parental leave top-up
• Recognition awards
• Semi-annual performance bonuses
• Generous annual vacation entitlement (minimum of 15 days per year)
• Training and development reimbursement
• Extensive health and dental benefits
• Healthcare spending account

About the Company

• Founded by industry pioneer David Picton, Picton Mahoney Asset Management (PICTON Investments) has spent 20 years challenging conventional wisdom and redefining the investing landscape.
• One of Canada’s Most Trusted Investment Brands, proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for clients.
• Manages over $19.3 billion (June 30, 2026) for institutional and retail clients.
• Driven by 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.
• Fosters a creative and dynamic workplace where collaboration and support are core.
• Offers opportunities for ambitious professionals to make an immediate impact.
• Empowers employees with responsibility, trust, and flexibility in a bureaucracy-free environment.

Equal Opportunity

• PICTON Investments is 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.
• Welcomes applications from candidates with diverse experiences globally.
• Canadian experience is not required.
• Accommodation is available throughout the application and hiring process.