Sales and Events Coordinator

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 | 2025 Best Workplaces™ for Professional Development

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 203 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $16.5 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

We’re looking for a Sales & Events Coordinator who brings precision, professionalism, and a collaborative mindset to everything they do. In this role, you’ll be a key enabler of our retail sales team - owning core coordination and administrative functions while supporting high-impact sales initiatives and events that drive advisor engagement and business growth.

Reporting to the Vice President, Sales Initiatives & Development, you’ll play an integral role in keeping the sales team operating smoothly day to day, while also contributing to broader sales enablement efforts across the firm. This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys supporting others, and takes pride in being organized, proactive, and solutions-oriented.

If you’re excited by the idea of being at the centre of a high-performing sales team and helping bring strategy, events, and execution together - we’d love to hear from you!

What Sets This Role Apart

This role offers the unique opportunity to work closely with a high-performing wholesale sales team while gaining exposure to sales strategy, territory planning, and advisor engagement initiatives. Sitting at the intersection of sales enablement, coordination, and events, the position provides hands-on experience across multiple areas of the business, with opportunities to contribute to meaningful projects and grow professionally over time.

What You’ll Do:

Business Development Support

• Provide administrative and coordination support to one of our wholesale teams, while offering broader support across the retail sales organization
• Support Business Development Associates (BDAs) with meeting logistics, scheduling, follow-ups, and regional coordination
• Assist with CRM upkeep, compliance-related documentation, and pitch book preparation to ensure accurate, timely, and consistent communication
• Facilitate the smooth flow of information between sales and internal teams, ensuring aligned deliverables and timely follow-through
• Partner with the VP, Sales Initiatives & Development on firmwide sales initiatives and special projects

Sales Coordination & Operations

• Own and maintain the Sales SharePoint site, ensuring content is current, well-organized, and easy to access
• Serve as administrator for the Vidyard platform, including user support, organization, and basic reporting
• Coordinate calendars, meetings, and sales offsites, ensuring a seamless experience for internal and external stakeholders
• Process expenses and manage other core operational tasks with accuracy and attention to detail
• Support ad-hoc sales enablement and process improvement initiatives as the team continues to scale
• Demonstrate flexibility by stepping in during peak periods and proactively supporting evolving business needs

Events & Engagement

• Support the planning and execution of internal and external sales events, including advisor dinners, conferences, regional events, and offsites
• Assist sales teams with event ideas, logistics, materials, and execution to drive meaningful advisor engagement
• Coordinate vendors, venues, timelines, and materials to ensure events are executed professionally and efficiently
• Act as a key point of contact for event-related logistics, ensuring a polished experience for attendees and internal stakeholders
• Maintain consistent daily outreach targets across outbound calls, emails, and advisor touchpoints to support territory growth and meeting generation
• Measure success through core activity and outcome metrics, including conversations, meetings booked, and qualified pipeline promotions

What you bring

• Minimum of 3 years’ experience in coordination, sales operations, administrative support, or a similar role
• Event planning or coordination experience is required
• Previous experience as an Administrative Assistant or Executive Assistant is a strong asset
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office and CRM platforms (Salesforce or equivalent)
• Strong verbal and written communication skills with a professional, engaging style
• Experience in financial services or a sales-driven environment is an asset, but not required
• Canadian Securities Course (CSC) is considered an asset
• High level of discretion, integrity, and professionalism when handling sensitive information
• A proactive mindset - you anticipate needs, identify solutions, and take initiative
• A collaborative, hands-on team player who is comfortable owning responsibilities while supporting others
• Ability to work onsite daily in downtown Toronto
• Bilingualism (French/English) is considered an asset for national coordination

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 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 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 [email protected].

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.