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About the Role

Picton Mahoney Asset Management (PICTON Investments) is seeking a Business Development Associate (BDA) to join their sales team. This foundational role supports territory sales strategies, drives advisor engagement, and contributes to pipeline generation and event execution within a dynamic, entrepreneurial asset management firm. The BDA will hone skills in a fast-paced, performance-driven environment with opportunities for training, mentorship, and career growth towards wholesaling or leadership roles.

Responsibilities

Partner closely with Inside Sales Representatives and Wholesalers to support daily operations across designated territories.
Proactively schedule advisor meetings to support territory sales strategy and drive engagement.
Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through.
Support and drive accountability within the territory, ensuring sales activities are timely, personalized, and compliant.
Participate in sales generating incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution.
Contribute to advisor outreach through evolving tools and channels, including video outreach platforms.
Act as a key territory contact and collaborate closely with wholesalers, product teams, and marketing partners.
Maintain consistent daily outreach targets across outbound calls, emails, and advisor touchpoints.
Measure success through core activity and outcome metrics, including conversations, meetings booked, and qualified pipeline promotions.
Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams.
Liaise with internal stakeholders to ensure events align with brand expectations, budget, and business priorities.
Maintain CRM data with a high level of accuracy and integrity.
Ensure all activity complies with internal sales practices and regulatory guidelines.
Assist with calendar coordination, meeting logistics, expense processing, and internal documentation.
Support broader sales initiatives and special projects as needed.

Requirements

1–3 years of experience in a sales, financial services, or client-facing role.
Experience within asset or wealth management is a strong asset.
Keen interest in obtaining the CSC designation upon hire is preferred.
Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite.
Highly organized, self-motivated, and eager to learn and grow within a competitive, fast-paced industry.
Strong written and verbal communication skills with a client-centric approach.
A collaborative mindset with the ability to thrive in a dynamic team environment.
Bilingual in English and French is a strong asset.

Skills

Sales
Financial Services
Client-facing
Asset Management
Wealth Management
CRM platforms
Salesforce
Microsoft Office Suite
Communication skills
Client-centric approach
Collaboration
Teamwork
Bilingualism (English/French)

Location

Canada

Work Type

Full-time

Experience Level

1-3 years

Education Level

Post-secondary education in Business, Finance, Economics, or a related discipline.

Salary/Compensations

$50,000 – $60,000 base salary
Discretionary bonus program

Benefits

Profit sharing
Health and wellness coverage
Life and disability insurance
Paid time off and holidays
Learning and development programs
Corporate fitness reimbursement and discounts
VersaFi memberships
PICTON Investment Counseling and portfolio management services
Volunteer and charitable donation matching
Maternity and parental leave top-up
Recognition awards
Semi-annual performance bonuses
Generous annual vacation entitlement (minimum of 15 days per year)
Training and development reimbursement
Extensive health and dental benefits
Healthcare spending account

About the Company

Picton Mahoney Asset Management (PICTON Investments) is an independent, privately run, 100% employee-owned asset management firm founded by David Picton.
They are one of Canada's most trusted investment brands, challenging conventional wisdom and redefining the investing landscape for 20 years.
With 241 employees, one-third dedicated to investment management, they manage $19.3 billion for institutional and retail clients.
Their mission is to bring greater certainty to investors through innovation and a forward-thinking approach.
The company operates with 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.
They are transforming their brand and reshaping the way the world invests, seeking individuals who think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment.

Equal Opportunity

PICTON Investments is committed to providing an equitable and fair work environment for everyone.
All hiring and 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.
They welcome applications from candidates with diverse experiences globally.
Canadian experience is not required.
Accommodation is available throughout the application and hiring process upon request.