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About the role

  • Business Development Associate role at Picton Mahoney Asset Management supporting sales strategies and engaging with advisors in a dynamic work environment. Opportunities for learning, collaboration, and career growth.

Responsibilities

  • Lead, learn, and grow while playing a key role in supporting territory sales strategies and in meaningful advisor engagement
  • Be at the heart of business development activities, directly contributing to pipeline generation, event execution, and outreach to strategic advisors
  • Provide temporary support for broader business initiatives and offer ad hoc assistance to the wider retail sales team
  • Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring follow-up steps are taken to maximize opportunities
  • Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams
  • Liaise with internal stakeholders to ensure events meet brand expectations, budget, and company priorities
  • Maintain CRM data with a high level of accuracy and integrity
  • Assist with calendar coordination, meeting logistics, expense processing, and internal documentation
  • Support broader sales initiatives and special projects as needed

Requirements

  • 1 to 3 years of experience in sales, financial services, or client-facing roles
  • Experience in asset or wealth management is a strong asset
  • CSC designation is not required but considered an asset
  • Bilingual in French and English required
  • Post-secondary education in business administration, finance, economics, or a related discipline
  • Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office suite
  • Excellent organizational skills, self-motivation, and a desire to learn and grow within a competitive, fast-evolving industry
  • Strong written and verbal communication skills with a client-focused approach
  • Collaborative mindset and ability to thrive in a dynamic team environment.

Benefits

  • Fitness expense reimbursement and discounts
  • Membership to VersaFi (formerly Women in Capital Markets)
  • Access to Picton's investment advisory and portfolio management services
  • Matching donations to volunteer and charitable organizations
  • Maternity and parental leave top-up
  • Recognition bonuses
  • Semi-annual performance bonuses
  • Generous annual leave entitlement (minimum 15 days per year)
  • Reimbursement for training and professional development
  • Comprehensive health and dental benefits
  • Health care spending account
  • And more

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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