Consultant, Investment Counsel Services

One of Canadas Most Trusted Investment Brands.

AtPicton 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 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $15.9 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

We are seeking a dynamic Consultant Investment Counsel Services to join our private investment counsel this role you will play a key part in expanding our client base and building new relationships with high-net-worth families endowments and foundations. Your expertise in identifying new opportunities and promoting our investment counselling services will be crucial. If you have a robust sales background an extensive network and a passion for business development we invite you to apply.

Youll have the opportunity to lead and learn

• Develop and execute strategies to identify and attract high-net-worth individuals endowments and foundations as prospective clients.
• Build and maintain partner relationships with accountants lawyers planners independent advisors and other centres-of-influence.
• Proactively identify and cultivate opportunities within your network to maintain a pipeline of potential clients.
• Prepare and present personalized proposals and presentations to potential clients demonstrating the firms capabilities and available services.
• Maintain a thorough understanding of the current financial market investment products and trends that may influence potential clients.
• Collaborate with marketing teams to create and distribute targeted campaigns that highlight the firms investment counselling capabilities and success stories.
• Coordinate with Investment Counsellors and other internal teams to ensure a seamless onboarding experience for new clients.
• Foster strong relationships with potential clients by providing exceptional service and demonstrating the firms value proposition.
• Meet and exceed targets for client acquisition revenue generation and other defined performance metrics.
• Keep track of your campaigns activities and pipeline in the client relationship management system.
• Effectively manage expense budgets to deliver on results.
• Always put the clients interests first and maintain a keen awareness of the market and regulatory environment.
• Uphold the highest ethical standards ensuring transparency honesty and integrity in all actions and decisions.

What were looking for

• Minimum of 5-7 years of sales experience in asset and/or wealth management working with centres-of-influence independent advisors and/or clients
• Relevant professional certifications: CIM CFA charter or CFP
• Proven track record in business development and closing deals particularly in the financial services or wealth management.
• Strong interpersonal and networking skills with an ability to engage and build rapport with high-net-worth individuals and decision-makers.
• Exceptional communication and presentation skills with an ability to clearly articulate complex financial concepts and strategies.
• A self-starter with a strategic mindset and an entrepreneurial spirit.
• Familiarity with CRM systems and proficient in Microsoft Office Suite.
• A team player with demonstrated capability to cultivate and sustain trustful relationships with both internal and external partners.
• Strong understanding of the Canadian financial services landscape and regulations.
• Occasional travel may be required.

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) 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 or at.

PICTON Investments does 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.

Required Experience:

Senior IC