Business Development Associate

Picton Mahoney Asset Management•Montreal, QC

12d•Onsite

About The Position

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 over 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. With a team of 223 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $18.6 billion (May 31, 2026) 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. 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. 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 grow and 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.

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.
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.

Nice To Haves

CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred.

Responsibilities

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.
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, 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.
Take on flexible, high-impact responsibilities supporting Sales Leadership and Retail Sales, including additional tasks as needed.