Job Title or Location

Associate, Inside Sales | Calgary

Picton Mahoney Asset Management - 9 Jobs
Calgary, AB
Posted yesterday
Job Details:
Full-time
Experienced
Benefits:
Dental Insurance
Bonuses & Incentives

Salary:

One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments), being alternative isnt just what we doits who we are. Founded by industry pioneer David Picton, weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands, we are proudly independentprivately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking alternatively is in Our DNA.

With a team of 160 bold thinkersone-third dedicated solely to investment managementwe are specialists, not generalists. Managing $15 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

  • Treat investors money like our own.
  • Redefine the way investors invest.
  • Be humanalways approachable.
  • Succeed together, one investment at a time.

These arent just wordsthey define how we think, how we invest, and how we work.

Now, were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think differently, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments, youll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, youll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, youll have everything you need to develop both now and over the longer term.

The Opportunity

PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PICTON Investments business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firms sales growth.

The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model.

Youll have the opportunity to learn and lead:

  • Focus on prospecting and expanding the advisor base by positioning PICTONs strategies through a consultative sales approach to close new business.
  • Support the assigned Vice President, Retail Sales (External Wholesaler), by contributing ideas and strategies to grow sales and the client base.
  • Assist the External Wholesaler in developing business plans and identifying sales growth opportunities within the territory.
  • Consistently exceed activity targets related to sales engagements, including prospect and client meetings, calls, and emails to advance opportunities.
  • Deliver proactive, timely support to existing clients, handling inquiries and coordinating follow-ups from Wholesaler interactions.
  • Maintain strong knowledge of Alternative Investment solutions, including Hedge Funds and Liquid Alternatives, and confidently position them with advisors.
  • Record all client and prospect interactions in the CRM with detailed, accurate notes.
  • Keep up-to-date contact records and actively track leads and opportunities through the sales funnel.
  • Contribute to regular team meetings and business planning sessions with insights and ideas.

What you bring

  • Undergraduate degree in business, finance or related field.
  • Must currently hold the Canadian Securities Course (CSC) designation or be actively working toward its completion within the first year of employment.
  • Additional designations such as CIM, CFA (Level I+), or CFP are considered strong assets.
  • 2+ years of previous sales experience in the financial services, investment or related industry.
  • Excellent verbal and written communication skills is required.
  • Bilingualism in French is an asset.
  • 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 travel will be required

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investmentsis 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. 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 [email protected].

PICTON Investmentsdoes not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

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