Associate, Investment Counsel

Picton Mahoney Asset Management•Toronto, ON

6d•Hybrid

About The Position

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 223 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $18.6 billion (as of May 31st, 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.

Requirements

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.

Nice To Haves

VBA skills are an asset.
Familiarity with wealth management systems is a plus.
Fluency in French is an asset (but not mandatory)

Responsibilities

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.
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.
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.