Vice President Retail Sales Edmonton

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One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management 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 employeeowned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 160 bold thinkersonethird dedicated solely to investment managementwe are specialists not generalists. Managing $13.6 billion for institutional and retail clients we navigate markets with conviction resilience and a forwardthinking 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 alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracyfree environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At Picton Mahoney 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 performancebased bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity:

At Picton Mahoney were on the hunt for an ambitious driven and relentlessly curious Vice President Retail Sales to help lead the charge in our next chapter of growth. If youre ready to embrace big challenges think differently and bring an entrepreneurial mindset to the table we want to hear from you.

As a key player on our team you will contribute directly to our mission of redefining how the world invests. With a background in financial services youll bring your expertise and passion to our dynamic environment where youll push the boundaries of whats possible collaborate with bold thinkers and deliver innovative solutions to our clients.

Youre motivated by the thrill of new business and are relentless in your pursuit of excellence. You thrive in a fastpaced everevolving world where ambiguity is an opportunity not a barrier. Representing the Picton Mahoney brand means youre not just selling productsyoure bringing clarity confidence and the promise of smarter alternative investment solutions to our clients.

What Youll Do:

• Lead and grow sales through strategic development of business relationships within the advisor channel.
• Offer consultative advice to financial advisors understanding their client base and providing tailored investment management solutions.
• Ensure clients and partners are wellinformed empowering them to make confident datadriven decisions.
• Leverage a strong focus on education to drive success in the wholesaler role. Uphold the Picton Mahoney standard of delivering marketleading insights and thought leadership on portfolio construction including the use of hedge funds and liquid alts to improve riskadjusted returns.
• Engage in sales presentations roadshows conferences and investor seminars to share Picton Mahoneys expertise and strategic perspective on investment strategies and wealth trends.
• Foster and cultivate highquality relationships with both current and prospective clients ensuring their needs are met with exceptional high touch service to build trust and longterm loyalty
• Maintain detailed records within CRM tracking interactions with clients and prospects ensuring seamless communication and proactive engagement enabling informed decisionmaking and a consistent client experience.
• Partner closely with fellow Picton Mahoney team members across the firm exchanging insights and collaborating to deliver exceptional client experiences that exceed expectations.

What You Bring to the Table:

• Minimum 4 years of experience as a mutual fund wholesaler working directly with IIROC and MFDA advisors.
• A strong academic background with a degree in business finance economics or a related field.
• Must have a strong focus on education with the ability to effectively educate clients and partners ensuring they are wellinformed and empowered to make confident decisions. This skill is a key differentiator for success in the wholesaler role.
• Completion of the Canadian Securities Course (CSC); CFA or CIM designation is considered an asset.
• A proven track record of exceeding sales targets and growing territory assets in a competitive market.
• An entrepreneurial mindset with the ability to identify opportunities build strong client relationships and execute sales strategies effectively.
• Exceptional presentation and communication skills with the ability to simplify complex investment concepts for a broad audience.
• Strong proficiency with Salesforce and other CRM tools for tracking and managing client relationships.
• Superior organizational skills with the ability to develop and execute structured sales plans.
• A deep understanding of investment products mutual funds ETFs and alternative investments.
• The ability to thrive in a fastpaced teamoriented and performancedriven environment.

Our Commitment to Employees:
At Picton Mahoney Asset Management 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 topup recognition awards semiannual 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 wellbeing and overall success. Join us and thrive in an environment that values and invests in you!

Picton Mahoney Asset Management does not accept unsolicited resumes emails calls or any other form of communication from thirdparty recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Picton Mahoney Asset Management 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 ator at.