Business Development Associate | Calgary

Picton Mahoney Asset Management; Calgary; On-site; CAD 80,000 - 130,000; Full time

Job summary

Join a thriving investment firm as a Business Development Associate in Calgary, where you'll play a key role in supporting sales strategies and engaging advisors. With a focus on innovation and growth, Picton Mahoney offers robust training, competitive rewards, and an entrepreneurial culture designed for ambitious professionals eager to make an impact.

Benefits

Competitive total rewards

Performance-based bonuses

Generous annual vacation entitlement

Training and development reimbursement

Health and dental benefits

Qualifications

• 1–3 years of experience in a sales, financial services, or client-facing role.
• Strong written and verbal communication skills.
• Bilingual in English and French is a strong asset.

Responsibilities

• Support territory sales strategies and drive advisor engagement.
• Maintain a healthy sales pipeline and monitor advisor engagement.
• Coordinate advisor events and ensure compliance with internal sales practices.

Skills

Communication

Organization

Sales Strategy

Team Collaboration

Education

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

Tools

Salesforce

Microsoft Office Suite

Job description

Business Development Associate | Calgary

Join to apply for the Business Development Associate | Calgary role at Picton Mahoney Asset Management

Business Development Associate | Calgary

Join to apply for the Business Development Associate | Calgary role at Picton Mahoney Asset Management

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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 $14.5 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:

• 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

Your sales career at Picton Mahoney begins with the role of Business Development Associate (BDA) — a foundational position that sets 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.

To support your success, Picton Mahoney 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.

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!

You’ll have the opportunity to learn and lead:

• 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.
• 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).
• 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.

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.
• 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.
• Bilingual in English and French is a strong asset.

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

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Finance, and Business Development

• Industries

  Investment Management

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