15 Aug
|
PICTON Investments
|
Canada
15 Aug
PICTON Investments
Canada
Overview
PICTON Investments is seeking an ambitious, energetic, investment-focused Inside Sales Associate to join our growing Retail Distribution team. This is your chance to contribute meaningfully to our sales success and client growth across Canada. You’ll work closely with a Vice President, Retail Sales to support and drive investment fund sales, build relationships with advisors, and promote our alternative investment strategies — including hedge funds, liquid alternatives, and long/short portfolios.
What You’ll Do
Actively prospect and grow our network of financial advisors using a consultative sales approach
Collaborate with your assigned External Wholesaler to execute sales initiatives and grow AUM
Support territory business plans and identify recent prospects across IIROC and MFDA channels
Meet and exceed activity targets: outbound calls, emails, virtual meetings, and advisor appointments
Provide proactive service to advisors and clients, coordinating closely with the Wholesaler
Maintain solid technical knowledge of investment products: mutual funds, hedge funds, ETFs, and more
Accurately record and track all advisor engagements in CRM (Salesforce)
Participate in team meetings and contribute to sales strategy sessions
What You Bring
Undergraduate degree in Business, Finance, Economics, or related field
Canadian Securities Course (CSC) completed or in progress within the first year
Additional designations (CIM, CFA Level I+, CFP) are strong assets
Minimum 2 years’ experience in sales, client service, or business development in financial services
Strong verbal and written communication skills; bilingual in French
Self-starter, organized, persistent, and eager to build a long-term career in investment distribution
Proficient in Microsoft Office and CRM tools (Salesforce preferred)
Willingness to travel occasionally for meetings, conferences, or training
Our Commitment
At PICTON, we’re proud to provide an equitable and supportive work setting where your growth, well-being, and success are prioritized. All hiring actions are taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language, or national origin.
If you require accommodation during the application or hiring process, contact Human Resources at or
Note: We do not accept unsolicited resumes from recruitment agencies.
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📌 Business Development Manager Inside Sales Toronto (Canada)
🏢 PICTON Investments
📍 Canada