Associate, Inside Sales | Montreal

Inside Sales Associate (Inside Wholesaler)

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn't just what we do—it's who we are. Founded by industry pioneer David Picton, we've spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada's most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

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

We're more than investors—we're 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 human—always approachable.
• Succeed together, one investment at a time.

These aren't just words—they define how we think, how we invest, and how we work.

Now, we're entering our next chapter. We're 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 what's next.

At PICTON Investments, you'll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you'll 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. You'll 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, you'll have everything you need to develop both now and over the longer term.

PICTON Investments is seeking an ambitious, energetic, and investment focused Inside Sales Associate (Inside Wholesaler) to join our growing team. This is an exciting opportunity for a highly motivated individual with experience in financial services, particularly in wealth or asset management, to contribute meaningfully to our sales success and client growth across Canada.

As part of our Retail Distribution team, the Associate will work closely with an assigned Vice President, Retail Sales (External Wholesaler) to support and drive investment fund sales, build relationships with Investment Advisors and Financial Planners, and promote our suite of alternative investment strategies, including hedge funds and liquid alternatives.

You'll have the opportunity to learn and lead:

• Actively prospect and grow our network of financial advisors, using a consultative sales approach to position PICTON's alternative investment strategies, including hedge funds, liquid alternatives, and long/short portfolios.
• Support and collaborate with your assigned External Wholesaler, sharing innovative ideas and executing on strategic sales initiatives to grow advisor engagement and assets under management (AUM).
• Assist in developing territory business plans, identifying new sales opportunities across the IIROC and MFDA channels.
• Consistently meet and exceed activity targets including outbound calls, emails, virtual meetings, and advisor appointments designed to advance the sales funnel.
• Provide responsive, proactive service to advisors and existing clients, ensuring high-quality follow-up and coordination with the External Wholesaler.
• Maintain strong technical understanding of investment products, including mutual funds, hedge funds, ETFs, and other portfolio solutions aligned with PICTON's offerings.
• Accurately record and track all advisor engagements and pipeline activity in CRM (Salesforce) with detailed, actionable notes.
• Organize and maintain up-to-date records on advisor contacts, territory opportunities, and performance metrics.
• Participate actively in team meetings and sales strategy sessions, contributing insights and collaborating on best practices

What you bring:

• Undergraduate degree in Business, Finance, Economics, or a 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.
• Minimum of 2 years' experience in a sales, client service, or business development role within the financial services, investment, or wealth management industry.
• Strong verbal and written communication skills are essential for building and maintaining advisor relationships.
• Bilingualism in French is required
• Self-starter with a strong sense of initiative, persistence, and a desire to build a long-term career in investment distribution.
• Excellent organizational skills and the ability to manage multiple priorities, tasks, and outreach activities.
• Proficient in Microsoft Office and experienced with CRM tools (Salesforce preferred).
• Willingness and ability to travel occasionally for meetings, conferences, or training.

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 Wealth 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 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. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources.