Business Development Associate

Picton Mahoney Asset Management; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A dynamic asset management firm based in Montreal is seeking a Business Development Associate. In this role, you will support territory sales strategies, engage with advisors, and contribute to pipeline generation. The ideal candidate will have 1-3 years of experience in a client-facing role and be bilingual in French. This position offers robust training, a collaborative environment, and opportunities for career advancement. Competitive compensation and benefits are provided.

Benefits

Corporate fitness reimbursement

Maternity and parental leave top-up

Training and development reimbursement

Extensive health and dental benefits

Qualifications

• 1–3 years of experience in a sales or client-facing role.
• Bilingualism in French is required.
• Keen interest in obtaining CSC designation preferred.

Responsibilities

• Support territory sales strategies and advisor engagement.
• Assist with broader sales initiatives within the Retail Sales team.
• Coordinate advisor events and ensure compliance with internal practices.

Skills

Client-centric approach

Strong communication skills

Self-motivated

Organizational skills

Bilingualism in French

Education

Post-secondary education in Business, Finance, or Economics

Tools

CRM platforms (Salesforce preferred)

Microsoft Office Suite

Job description

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.

THE OPPORTUNITY

Your sales career at PICTON Investments begins with the role of Business Development Associate (BDA) — a foundational position based out of our Montreal office, setting the stage for a rewarding career in sales within one of Canada’s most dynamic and entrepreneurial asset management firms!

As a BDA, you’ll have the opportunity to lead, learn, and grow, playing an essential role in supporting territory sales strategies and driving meaningful advisor engagement. You'll be on the front lines of business development, contributing directly to pipeline generation, event execution, and strategic advisor outreach — all while honing your skills in a fast‑paced, performance‑driven environment.

As our Quebec office continues to evolve, the BDA will temporarily assist with broader sales initiatives and ad hoc support across the Retail Sales team, in addition to their core territory responsibilities. This is more than just a stepping stone — it’s your opportunity to be part of a high‑performing team, gain exposure to innovative products and strategies, and make an impact from day one!

To support your success, PICTON Investments offers robust training and ongoing development, giving you the tools, mentorship, and exposure needed to build your path toward a future wholesaling or leadership role.

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.

YOU’LL HAVE THE OPPORTUNITY TO LEARN AND LEAD:

ADVISOR ENGAGEMENT & SALES ENABLEMENT

• Partner closely with a team of Inside Sales Representatives and Wholesalers to support daily operations across designated territories.
• Proactively schedule advisor meetings to support the territory's sales strategy and drive engagement across channels.
• Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities.
• Support and drive accountability within the territory and ensure sales activities remains timely, personalized, and compliant.

SALES CULTURE & PERFORMANCE CONTRIBUTION

• 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 (e.g., video messaging), which will form part of future performance KPIs.
• Act as a key territory contact and collaborate closely with wholesalers, product teams, and marketing partners.

EVENTS & CAMPAIGN SUPPORT

• 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.

CRM REPORTING & COMPLIANCE

• Maintain CRM data with a high level of accuracy and integrity, supporting real‑time insights and sales performance metrics.
• Ensure all activity complies with internal sales practices and regulatory guidelines (e.g., NI 81‑105).

SALES ADMINISTRATIVE & OPERATIONAL SUPPORT

• Assist with calendar coordination, meeting logistics, expense processing, and internal documentation.
• Support broader sales initiatives and special projects as needed to ensure territory and national goals are met.
• Take on flexible, high‑impact responsibilities supporting Sales Leadership and Retail Sales, including additional tasks as needed.

WHAT WE’RE LOOKING FOR

• 1–3 years of experience in a sales, financial services, or client‑facing role; experience within asset or wealth management is a strong asset.
• CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred.
• Bilingualism in French is required.
• Post‑secondary education in Business, Finance, Economics, or a related discipline.
• 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.

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 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!

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

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 [e-mail].

RECRUITMENT POLICY

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.