Build advisor event programs for PICTON Investments, combining financial-services events expertise with budget management and post-event measurement. Support territories and growth priorities.

This Lead, Advisor Engagement & Events role manages integrated planning across Sales, Marketing, Sales Enablement, Compliance, Product, and Finance. You will establish objectives, audiences, formats, and success measures with strategy owners. The work spans dinners, webinars, roadshows, conferences, due diligence programs, national meetings, and Sales offsites.

Key Responsibilities:
Establish event objectives, audiences, formats, and success measures
Serve as primary event resource for Wholesalers, ISAs, and BDAs
Lead larger multi-territory events and repeatable event formats
Source venues, negotiate suppliers,



and monitor approved budgets
Build centralized resources, packages, timelines, approvals, and run-of-show

Requirements:
Five-plus years executing corporate, advisor, client, or financial-services events
Track record delivering high-volume mixed-format events
Experience negotiating vendors for savings or added value
Commercial mindset measuring attendance, engagement, and generated prospects
Asset management or regulated-industry experience is an asset

Use event strategy, financial-services knowledge, vendor negotiation, and measurement skills to strengthen advisor engagement at PICTON Investments.

📌 Financial Services Event Program Lead Toronto
🏢 PICTON Investments
📍 Toronto