Associate, Inside Sales | Montreal

Picton Mahoney Asset Management; Montreal; Hybrid; CAD 75,000 - 85,000; Full time

Job summary

An innovative investment management firm is seeking a dynamic Associate in Inside Sales to drive business growth. This role offers the chance to engage with advisors, develop strategic business plans, and leverage a consultative sales approach to promote alternative investment solutions. Join a collaborative team that values creativity and empowers you to make a significant impact. With a flexible work environment and a commitment to employee development, this position is perfect for those eager to thrive in a challenging yet rewarding setting.

Benefits

Corporate Fitness Reimbursement

Volunteer and Charitable Donation Matching

Maternity and Parental Leave Top-Up

Recognition Awards

Semi-Annual Performance Bonuses

Minimum 15 Days Annual Vacation

Training and Development Reimbursement

Extensive Health and Dental Benefits

Healthcare Spending Account

Qualifications

• 2+ years of sales experience in financial services or investments.
• Bilingual in business French and English is required.
• Strong ability to build and maintain client relationships.

Responsibilities

• Identify and cultivate new advisor relationships for retail distribution.
• Provide ongoing sales support to existing advisor relationships.
• Maintain understanding of alternative investment solutions.

Skills

Sales Experience

Client Relationship Management

Communication Skills

Bilingual (French and English)

Proficiency in Microsoft Office

CRM Systems (Salesforce)

Education

Undergraduate Degree in Business or Finance

Canadian Securities Course (CSC)

Additional Designations (CIM, CFA)

Tools

Salesforce

Microsoft Office

Job description

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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 $13.8 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:

• 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

Picton Mahoney Asset Management is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PMAM’s business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm’s sales growth.

The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model.

You’ll have the opportunity to learn and lead:

Business Development & Sales Growth:

• Proactively identify and cultivate new advisor relationships to expand Picton Mahoney’s retail distribution
• Leverage a consultative sales approach to position Picton Mahoney’s investment strategies effectively and close new business
• Develop and execute strategic business plans in partnership with the Vice President, Retail Sales (External Wholesaler) to drive growth within assigned territories

Client Engagement & Relationship Management:

• Provide ongoing sales support to existing advisor relationships, ensuring proactive engagement and responsiveness to inquiries
• Assist External Wholesalers in identifying key sales opportunities and implementing strategies to deepen client relationships
• Maintain a superior understanding of alternative investment solutions, including hedge funds and liquid alternatives, to effectively educate and support advisors
• Meet and exceed activity targets related to prospect meetings, client follow-ups, and outreach via phone and email to advance sales opportunities
• Accurately track all sales engagements, interactions, and pipeline activity in CRM, ensuring detailed record-keeping and data integrity
• Participate in regular team meetings and business planning sessions, contributing insights and strategies to enhance overall sales effectiveness

What we’re looking for

• Undergraduate degree in business, finance, or a related field.
• Bilingualism in business French and English is required.
• Canadian Securities Course (CSC) certification completed or in progress; additional designations (CIM, CFA) are considered an asset.
• 2+ years of sales experience in financial services, investments, or a related industry
• Exceptional verbal and written communication skills
• Self-motivated and innovative approach to driving sales, with a strong ability to build and maintain client relationships
• Proven ability to organize, prioritize, and execute both individual and team sales plans
• Proficiency in Microsoft Office and extensive experience working with CRM systems (Salesforce preferred). Willingness to travel as required

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 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 [phone] or at [e-mail].

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Investment Management

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