Business Development Manager (Inside Sales)

PICTON Investments; Toronto; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Supportive work environment

Opportunities for professional growth

Equitable hiring practices

Job summary

A growing investment firm in Toronto is seeking an Inside Sales Associate to support fund sales and advisor relationships. The ideal candidate has a degree in Business or Finance and strong sales experience. Responsibilities include prospecting financial advisors, collaborating with sales teams, and utilizing CRM tools. This role offers a supportive work environment focused on growth and success.

Qualifications

• Minimum 2 years’ experience in sales, client service, or business development in financial services.
• Self-starter and persistent with strong organizational skills.
• Willingness to travel occasionally for meetings, conferences, or training.
• Minimum 2 years’ experience in sales, client service, or business development in financial services.
• Strong verbal and written communication skills; bilingual in French.
• Self-starter, organized, persistent, and eager to build a long-term career in investment distribution.
• Proficient in Microsoft Office and CRM tools (Salesforce preferred).
• Willingness to travel occasionally for meetings, conferences, or training.

Responsibilities

• Actively prospect and grow network of financial advisors.
• Collaborate with External Wholesaler on sales initiatives.
• Provide proactive service to advisors and clients.
• Meet and exceed activity targets: outbound calls, emails, virtual meetings, and advisor appointments
• Provide proactive service to advisors and clients, coordinating closely with the Wholesaler
• Maintain strong technical knowledge of investment products: mutual funds, hedge funds, ETFs, and more
• Accurately record and track all advisor engagements in CRM (Salesforce)
• Participate in team meetings and contribute to sales strategy sessions

Skills

Consultative sales approach

Strong verbal communication

Bilingual in French

Organizational skills

Eager to build a career

CRM usage (Salesforce)

Education

Undergraduate degree in Business, Finance, or Economics

Canadian Securities Course (CSC)

Additional designations (CIM, CFA Level I+, CFP)

Tools

Salesforce

Microsoft Office

Job description

Overview

PICTON Investments is seeking an ambitious, energetic, investment-focused Inside Sales Associate to join our growing Retail Distribution team. This is your chance to contribute meaningfully to our sales success and client growth across Canada. You’ll work closely with a Vice President, Retail Sales to support and drive investment fund sales, build relationships with advisors, and promote our alternative investment strategies — including hedge funds, liquid alternatives, and long/short portfolios.

What You’ll Do

• Actively prospect and grow our network of financial advisors using a consultative sales approach
• Collaborate with your assigned External Wholesaler to execute sales initiatives and grow AUM
• Support territory business plans and identify new opportunities across IIROC and MFDA channels
• Meet and exceed activity targets: outbound calls, emails, virtual meetings, and advisor appointments
• Provide proactive service to advisors and clients, coordinating closely with the Wholesaler
• Maintain strong technical knowledge of investment products: mutual funds, hedge funds, ETFs, and more
• Accurately record and track all advisor engagements in CRM (Salesforce)
• Participate in team meetings and contribute to sales strategy sessions

What You Bring

• Undergraduate degree in Business, Finance, Economics, or related field
• Canadian Securities Course (CSC) completed or in progress within the first year
• Additional designations (CIM, CFA Level I+, CFP) are strong assets
• Minimum 2 years’ experience in sales, client service, or business development in financial services
• Strong verbal and written communication skills; bilingual in French
• Self-starter, organized, persistent, and eager to build a long-term career in investment distribution
• Proficient in Microsoft Office and CRM tools (Salesforce preferred)
• Willingness to travel occasionally for meetings, conferences, or training

Our Commitment

At PICTON, we’re proud to provide an equitable and supportive work environment where your growth, well-being, and success are prioritized. All hiring actions are taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language, or national origin.

If you require accommodation during the application or hiring process, contact Human Resources at [phone] or [e-mail].

Note: We do not accept unsolicited resumes from recruitment agencies.