Associate, Investment Counsel

Job description

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025, 2026 | Best Workplaces™ for Young Talent 2026 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 241 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $19.3 billion (July 31, 2026 ) 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 alternatively, 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 As we expand our innovative wealth platform, we’re looking for a proactive, detail-oriented, and client-focused Associate to join PICTON Investment Counsel. In this role, you’ll 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. The expected base salary for this role is $60,000 – $70,000, with the final number depending on your experience, skills, and education. Additionally, you’ll be eligible for our discretionary bonus program. At PICTON, being employee-owned means, we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us To support our current business priorities, we are open to candidates located in either Toronto or Vancouver and welcome applications from professionals in both markets. You’ll have the opportunity to learn and lead: 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. 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. 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. Fluency in French is an asset (but not mandatory) Our Commitment 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. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. 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 . 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. Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.