Business Development Associate

Picton Mahoney Asset Management • Calgary, AB

74d • $50,000 - $60,000 • Hybrid

About The Position

Your sales career begins here. PICTON Investments is currently looking for a Business Development Associate (BDA) for our Calgary office— a foundational role 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 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.

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!
The expected annual base salary for this role is $50,000 – $60,000, with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program.
At PICTON Investments, being employee-owned means, we really take care of our team. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

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.
• Completion of a 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.
• Maintain consistent daily outreach targets across outbound calls, emails, and advisor touchpoints to support territory growth and meeting generation
• 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, 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.

Benefits

• Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees