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Picton Mahoney Asset Management logo

Associate, Inside Sales | Calgary

Hybrid
Calgary, AB
Mid Level
full_time

Top Benefits

Corporate fitness reimbursement and discounts
VersaFi memberships (formerly Women in Capital Markets)
Picton investment counseling and portfolio management services

About the role

One of Canada’s Most Trusted Investment Brands.

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.

Thinking alternatively is in Our DNA.

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.

Thriving in Our Entrepreneurial Culture

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.

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 firm’s 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.

You’ll have the opportunity to learn and lead:

  • Focus on prospecting and expanding the advisor base by positioning PICTON’s 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 Comm****itment 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 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 at (416) 955-4108 or at accessibility@pictoninvestments.com.

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.

About Picton Mahoney Asset Management

Financial Services
51-200

Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction. Our extensive experience in quantitative research, fundamental analysis and authentic hedging strategies enables us to design alternative funds that offer investors a way to help generate steadier and more consistent risk-adjusted returns. Our investment teams use disciplined, consistent and repeatable investment processes to create products that help investors tap into the power of alternative strategies. We also offer liquid alternative mutual fund and ETF versions of these strategies, so that almost all investors can access time-tested hedging strategies, which have been used by institutional investors like pension plans and university endowments for decades. Picton Mahoney Asset Management was founded in 2004 by a team of five investment management professionals, led by David Picton.

Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

This LinkedIn Account is monitored by Picton Mahoney Asset Management (“PMAM”) and its service providers for the purposes of assessing and ensuring compliance with applicable laws and regulatory requirements and to evaluate reactions to, and interactions with, postings about PMAM and its business so that PMAM may improve its products, services and marketing activities. By posting or transmitting any personal information on or to this LinkedIn Account, you are consenting to PMAM’s collection, use and disclosure of your information for such purposes and any other purposes required or permitted by applicable law. See our Privacy Policy at www.pictonmahoney.com/privacy-policy/ and our social media terms at www.pictonmahoney.com/social-media-terms/