Associate, Investment Counsel

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One of Canadas Most Trusted Investment Brands.

AtPICTON 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 $14.5 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 alternatively 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

AtPICTON 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

As we expand our innovative wealth platform were looking for a proactive detail-oriented and client-focused Associate to join PICTON Investment Counsel. In this role youll work closely with our Investment Counsellors to support day-to-day operations ensure best-in-class client service and contribute to the seamless execution of portfolio administration.

This is a great opportunity for someone who is looking to grow within a dynamic entrepreneurial environment and play a meaningful role in shaping the client experience.

Youll have the opportunity to learn and lead:

Portfolio Administration

• Reconcile daily prices positions and transactions across trading and custodial platforms.
• Support account activity including openings deposits withdrawals and asset transfers.
• Assist with monitoring and rebalancing client portfolios; ensure timely and accurate trade execution.
• Maintain security master data and review corporate actions.
• Collaborate with internal and external partners to resolve issues efficiently.
• Continuously seek opportunities to optimize workflows and enhance operational processes.

Client Service

• Manage end-to-end client onboarding documentation and account setup.
• Support Investment Counsellors in preparing for meetings proposals and reviews.
• Attend client meetings as required and maintain detailed records and meeting notes.
• Address client inquiries with urgency and professionalism.
• Produce recurring and ad-hoc client reports.
• Contribute ideas to improve the overall client experience and drive service excellence.

Compliance

• Coordinate with Compliance to ensure timely review and approval of account documentation.
• Ensure all activities align with internal policies and regulatory requirements.
• Maintain accurate and auditable records.
• Monitor potential risks and escalate issues as appropriate.

What You Bring

• University degree in Finance Business Economics Accounting or a related discipline.
• 2 years of experience in the financial services industry ideally in investment or wealth management.
• Strong proficiency in Microsoft Excel; VBA skills are an asset.
• Familiarity with wealth management systems is a plus.
• Excellent attention to detail and ability to manage competing priorities.
• Strong communication relationship management and problem-solving skills.
• Self-starter with a collaborative spirit and a passion for delivering exceptional service.

Our Commitment to Employees

AtPICTON 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) Investment counseling and portfolio management services through PICTON Investment Counsel 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 or at.

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.