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About the Role

Lead how advisors experience PICTON Investments by developing and delivering an integrated advisor engagement and events program that supports relationship development, territory priorities, and growth objectives.

Responsibilities

Shape event strategy, audience, format, and objectives for Sales-led advisor events.
Translate Marketing’s strategy, positioning, and brand direction into cohesive event experiences for Marketing-led, firm-wide, or brand-focused events.
Lead or coordinate end-to-end event planning and delivery in collaboration with cross-functional partners.
Oversee event operations, vendors, budgets, and post-event measurement.
Build and maintain an integrated annual and quarterly event calendar aligned with business initiatives.
Establish event objectives, audiences, formats, and measures of success.
Serve as the primary event resource for Wholesalers, ISAs, and BDAs.
Lead end-to-end planning and execution of signature events, due diligence programs, regional advisor events, national meetings, and Sales offsites.
Partner with Compliance to ensure events are planned and delivered within firm requirements.
Lead post-event wrap-up, reconciliation, and debriefs.
Source and manage venues and suppliers, negotiate contracts, and track spending against approved budgets.
Track attendance, feedback, and business outcomes, and report on results, risks, and lessons learned.
Confirm strategic ownership, decision rights, responsibilities, and handoffs with stakeholders.
Build a centralized events resource and ready-to-use event packages.

Requirements

5+ years planning and executing corporate, advisor, client, or financial-services events, including leading them end to end.
Track record managing a high volume of events across mixed formats.
Hands-on ownership of significant event budgets, including vendor contracts, purchase orders, and reconciliation.
Strong project management skills, with a record of delivering on time and on budget.
Vendor negotiation experience, with a record of securing cost savings or added value.
A commercial mindset, with experience tracking event metrics.
Exceptional attention to detail, sound judgment, and composure during live delivery.
Demonstrated ability to operate effectively in a matrixed environment, using sound judgment to lead, influence, or execute through cross-functional partners without direct authority.
Experience in asset management, financial services, or another regulated industry is an asset.
Experience obtaining Compliance approvals is an asset.

Skills

Project management
Vendor negotiation
Commercial mindset
Attention to detail
Sound judgment
Composure
Leadership
Influence
Execution

Location

Canada

Work Type

Full-time

Experience Level

5+ years

Education Level

CMP or PMP is an asset

Salary/Compensations

$80,000 - $90,000

Benefits

Discretionary bonus program
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

One of Canada’s Most Trusted Investment Brands.
Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape.
Proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
Thinking Alternatively is in Our DNA.
A team of 250 bold thinkers - one-third dedicated solely to investment management.
Specialists, not generalists.
Managing over $19.9 billion (September 30, 2026) for institutional and retail clients.
Navigate markets with conviction, resilience, and a forward-thinking approach.
More than investors, we’re innovators.
Challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
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.
Entering our next chapter, transforming our brand and reshaping the way the world invests.
Thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do.
Opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects.
Culture designed for ambitious professionals who want to make an immediate impact.
Empowered with a high level of responsibility, trust, and flexibility.
Competitive total rewards, performance-based bonuses, and a clear path for career growth.

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.
We welcome applications from candidates with diverse experiences globally.
Canadian experience is not required.
If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at accessibility@pictoninvestments.com.