Associate, Investment Counsel

Best Workplaces™ in Canada 2020 - 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024, 2025 | Best Workplaces™ in Financial Services & Insurance 2020 - 2025 | Best Workplaces™ for Mental Wellness 2023 - 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces for Inclusion™ 2021, 2024 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2020, 2021, 2024

One of Canada's Most Trusted Investment Brands. 

At 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 $14.5 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 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.

You’ll have the opportunity to learn and lead:

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.

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.

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. 

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), Investment counseling and portfolio management services through PICTON Investment Counsel, 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.