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Publié il y a 4 mois

Business Development Associate

@ Picton Mahoney Asset Management

Montréal, Québec

HybrideTemps plein1+ ans d’expérience
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En bref

Picton Mahoney Asset Management is hiring a Business Development Associate in Montreal, a full-time foundational sales role supporting territory sales strategy and advisor engagement. The work covers pipeline generation, advisor meetings, event coordination and CRM reporting. French bilingualism and 1-3 years of sales or financial services experience are required.

Responsabilités :

  • Schedule advisor meetings to support territory sales strategy
  • Maintain sales pipeline and follow up on next steps
  • Coordinate advisor events, webinars and sponsorships
  • Maintain accurate CRM data and ensure regulatory compliance
  • Provide sales administrative and operational support

Résumé des exigences :

  • 1-3 years of sales, financial services or client-facing experience
  • French bilingualism required
  • Post-secondary education in business, finance or economics
  • Proficiency with Salesforce and Microsoft Office
  • Strong written and verbal communication skills

Outils et compétences

Avantages mentionnés

Assurance maladieSoins dentairesCongés payésCongé parentalMieux-être
Source et dates

Site carrière / système de candidatures · bamboohr

Date publiée par l’employeur
2026-07-05
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-11-06

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineVentes
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench, English
FormationBaccalauréat (préféré)
Domaines d’étudesBusiness, Finance, Economics
Avantages mentionnésCongés payés généreux, Congé parental généreux, Prime de rendement, Rabais employé, Mieux-être, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Picton Mahoney Asset Management

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Bringing Greater Certainty to Investors

Description complète de l’entreprise

PICTON Investments is a Canadian investment firm with over $17 billion CAD in assets under management, recognized for pioneering alternative investment strategies that challenge traditional thinking. Since 2004, we have been helping advisors and investors rethink portfolio construction by moving away from traditional models toward more resilient, diversified solutions. Leveraging deep expertise in quantitative research, fundamental analysis, and authentic hedging strategies, we champion a modern approach designed to deliver more consistent, risk-adjusted returns. Our philosophy is to “Build from the Bear Up,” embracing a bear mindset of resiliency, adaptability, and strength to provide Canadians with greater certainty. Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This LinkedIn Account is monitored by Picton Mahoney Asset Management ("PICTON Investments") and its service providers for the purposes of assessing and ensuring compliance with applicable laws and regulatory requirements and to evaluate reactions to, and interactions with, postings about PICTON Investments and its business so that PICTON Investments may improve its products, services and marketing activities. By posting or transmitting any personal information on or to this Linkedln Account, you are consenting to PICTON Investments' collection, use and disclosure of your information for such purposes and any other purposes required or permitted by applicable law. For more information, see PICTON Investments' Privacy Policy at https://www.pictoninvestments.com/en/privacy-policy

Abonnés LinkedIn
14 679
Personnes associées sur LinkedIn
239
Bureaux déclarés
  • 33 Yonge Street, Suite 320, Toronto, Ontario M5E 1G4, CA
Catégories d’activité
  • Real Estate Investment
  • Service Industry
  • Security
Autres noms enregistrés
  • Picton Mahoney Asset Management
  • PICTON Investments
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

PICTON Investments is a Canadian investment firm with over $17 billion CAD in assets under management, recognized for pioneering alternative investment strategies that challenge traditional thinking. Since 2004, we have been helping advisors and investors rethink portfolio construction by moving away from traditional models toward more resilient, diversified solutions. Leveraging deep expertise in quantitative…

ChampValeur
SecteurFinancial Services
Taille201-500 employees
Siège socialToronto, Ontario
Type d’organisationPartnership
Offres sur Jobsy23
LinkedInVoir la page
Description

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025, 2026 | Best Workplaces™ for Young Talent 2026

One of Canada’s Most Trusted Investment Brands.

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.

Thinking Alternatively is in Our DNA.

With a team of 250 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $20.8 billion (October 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.

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.

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 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.

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!

PICTON Investments is committed to providing an equitable, fair, and accessible work environment for everyone. All hiring and other employment decisions are made without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language, or national origin. We welcome applications from candidates with diverse experiences from around the world, and Canadian work experience is not required. We are committed to providing an accessible recruitment process, with accommodations available upon request at any stage of the application and selection process. If you require an accommodation to support your participation, please contact Human Resources at (416) 955-4108 or [email protected].

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.

Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes, aligning candidate profiles with job requirements, and initial resume screening. All decisions are made by our hiring team.

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