pictonmahoney

Business Development Associate

Montreal, Quebec

Sponsorship not specifiedDetected 15 days ago

AccessibilitySalesforceCRMSalesBusiness DevelopmentPipeline ManagementLogisticsHRLeadershipCommunicationCollaborationMentoringOrganizational SkillsMicrosoft Office

About the role

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.

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.
Act as a key territory contact and collaborate closely with wholesalers, product teams, and marketing partners.
Events & Campaign Support
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.
Maintain CRM data with a high level of accuracy and integrity, supporting real-time insights and sales performance metrics.
Sales Administrative & Operational Support
Support broader sales initiatives and special projects as needed to ensure territory and national goals

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.
CSC designation is not required but is considered an asset.
Bilingualism in French is required
A collaborative mindset with the ability to thrive in a dynamic team environment.
Canadian experience is not required.

Nice to have

A keen interest in obtaining the designation upon hire is preferred.
Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite.

Skills

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.
Thriving in Our Entrepreneurial Culture

Compensation

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, materni

Company info

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 241 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists.
We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Visa & Work Authorization

Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams.

Apply directly at pictonmahoney →Create a free account for alerts like this View pictonmahoney immigration profile

This listing is sourced directly from pictonmahoney's careers page and normalized into a canonical job model.