Vice President, Retail Sales | Edmonton
Apply NowCompany: Picton Mahoney Asset Management
Location: Edmonton, AB T5A 0A1
Description:
Great Place to Work 2020 - 2025 | Best Workplaces with Most Trusted Executive Teams 2024, 2025 | Best Workplaces in Financial Services & Insurance 2020 - 2024 | Best Workplaces for Mental Wellness 2023, 2024 | Best Workplaces for Giving Back 2022, 2024 | Best Workplaces for Inclusion 2024 | Best Workplaces in Ontario 2024
One of Canada's Most Trusted Investment Brands.
At Picton Mahoney Asset Management, 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 $13.6 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:
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 Mahoney, 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:
At Picton Mahoney, we're on the hunt for an ambitious, driven, and relentlessly curious Vice President, Retail Sales to help lead the charge in our next chapter of growth. If you're ready to embrace big challenges, think differently, and bring an entrepreneurial mindset to the table, we want to hear from you.
As a key player on our team, you will contribute directly to our mission of redefining how the world invests. With a background in financial services, you'll bring your expertise and passion to our dynamic environment, where you'll push the boundaries of what's possible, collaborate with bold thinkers, and deliver innovative solutions to our clients.
You're motivated by the thrill of new business and are relentless in your pursuit of excellence. You thrive in a fast-paced, ever-evolving world where ambiguity is an opportunity, not a barrier. Representing the Picton Mahoney brand means you're not just selling products-you're bringing clarity, confidence, and the promise of smarter, alternative investment solutions to our clients.
What You'll Do:
What You Bring to the Table:
Our Commitment to Employees:
At Picton Mahoney Asset Management, 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 Wealth 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 Mahoney Asset Management 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.
Picton Mahoney Asset Management 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@pictonmahoney.com.
One of Canada's Most Trusted Investment Brands.
At Picton Mahoney Asset Management, 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 $13.6 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 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 Mahoney, 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:
At Picton Mahoney, we're on the hunt for an ambitious, driven, and relentlessly curious Vice President, Retail Sales to help lead the charge in our next chapter of growth. If you're ready to embrace big challenges, think differently, and bring an entrepreneurial mindset to the table, we want to hear from you.
As a key player on our team, you will contribute directly to our mission of redefining how the world invests. With a background in financial services, you'll bring your expertise and passion to our dynamic environment, where you'll push the boundaries of what's possible, collaborate with bold thinkers, and deliver innovative solutions to our clients.
You're motivated by the thrill of new business and are relentless in your pursuit of excellence. You thrive in a fast-paced, ever-evolving world where ambiguity is an opportunity, not a barrier. Representing the Picton Mahoney brand means you're not just selling products-you're bringing clarity, confidence, and the promise of smarter, alternative investment solutions to our clients.
What You'll Do:
- Lead and grow sales through strategic development of business relationships within the advisor channel.
- Offer consultative advice to financial advisors, understanding their client base and providing tailored investment management solutions.
- Ensure clients and partners are well-informed, empowering them to make confident, data-driven decisions.
- Leverage a strong focus on education to drive success in the wholesaler role. Uphold the Picton Mahoney standard of delivering market-leading insights and thought leadership on portfolio construction, including the use of hedge funds and liquid alts to improve risk-adjusted returns.
- Engage in sales presentations, roadshows, conferences, and investor seminars to share Picton Mahoney's expertise and strategic perspective on investment strategies, and wealth trends.
- Foster and cultivate high-quality relationships with both current and prospective clients, ensuring their needs are met with exceptional high touch service to build trust and long-term loyalty
- Maintain detailed records within CRM, tracking interactions with clients and prospects, ensuring seamless communication and proactive engagement, enabling informed decision-making and a consistent client experience.
- Partner closely with fellow Picton Mahoney team members across the firm, exchanging insights and collaborating to deliver exceptional client experiences that exceed expectations.
What You Bring to the Table:
- Minimum 4 years of experience as a mutual fund wholesaler, working directly with IIROC and MFDA advisors.
- A strong academic background with a degree in business, finance, economics, or a related field.
- Must have a strong focus on education, with the ability to effectively educate clients and partners, ensuring they are well-informed and empowered to make confident decisions. This skill is a key differentiator for success in the wholesaler role.
- Completion of the Canadian Securities Course (CSC); CFA or CIM designation is considered an asset.
- A proven track record of exceeding sales targets and growing territory assets in a competitive market.
- An entrepreneurial mindset with the ability to identify opportunities, build strong client relationships, and execute sales strategies effectively.
- Exceptional presentation and communication skills, with the ability to simplify complex investment concepts for a broad audience.
- Strong proficiency with Salesforce and other CRM tools for tracking and managing client relationships.
- Superior organizational skills, with the ability to develop and execute structured sales plans.
- A deep understanding of investment products, mutual funds, ETFs, and alternative investments.
- The ability to thrive in a fast-paced, team-oriented, and performance-driven environment.
Our Commitment to Employees:
At Picton Mahoney Asset Management, 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 Wealth 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 Mahoney Asset Management 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.
Picton Mahoney Asset Management 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@pictonmahoney.com.