Mahoney Asset Management

Business Development Manager – Inside Sales

Mahoney Asset Management

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Actively prospect and grow our network of financial advisors, using a consultative sales approach to position PICTON’s alternative investment strategies, including hedge funds, liquid alternatives, and long/short portfolios
  • Support and collaborate with your assigned External Wholesaler, sharing innovative ideas and executing on strategic sales initiatives to grow advisor engagement and assets under management (AUM)
  • Assist in developing territory business plans, identifying new sales opportunities across the IIROC and MFDA channels
  • Consistently meet and exceed activity targets including outbound calls, emails, virtual meetings, and advisor appointments designed to advance the sales funnel
  • Provide responsive, proactive service to advisors and existing clients, ensuring high-quality follow-up and coordination with the External Wholesaler
  • Maintain strong technical understanding of investment products, including mutual funds, hedge funds, ETFs, and other portfolio solutions aligned with PICTON’s offerings
  • Accurately record and track all advisor engagements and pipeline activity in CRM (Salesforce) with detailed, actionable notes
  • Organize and maintain up-to-date records on advisor contacts, territory opportunities, and performance metrics
  • Participate actively in team meetings and sales strategy sessions, contributing insights and collaborating on best practices

Requirements

  • Undergraduate degree in Business, Finance, Economics, or a related field
  • Must currently hold the Canadian Securities Course (CSC) designation or be actively working toward its completion within the first year of employment
  • Additional designations such as CIM, CFA (Level I+), or CFP are considered strong assets
  • Minimum of 2 years’ experience in a sales, client service, or business development role within the financial services, investment, or wealth management industry
  • Strong verbal and written communication skills are essential for building and maintaining advisor relationships
  • Bilingualism in French is required
  • Self-starter with a strong sense of initiative, persistence, and a desire to build a long-term career in investment distribution
  • Excellent organizational skills and the ability to manage multiple priorities, tasks, and outreach activities
  • Proficient in Microsoft Office and experienced with CRM tools (Salesforce preferred)
  • Willingness and ability to travel occasionally for meetings, conferences, or training
Benefits
  • 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
  • Generous annual vacation entitlement (minimum of 15 days per year)
  • Training and development reimbursement
  • Extensive health and dental benefits
  • Healthcare spending account
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesbusiness developmentfinancial advisinginvestment strategiesportfolio managementclient servicesales funnel managementCRM managementcommunicationorganizational skills
Soft Skills
consultative sales approachinitiativepersistencerelationship buildingteam collaborationinsight contributionmulti-taskingproactive servicehigh-quality follow-upadaptability
Certifications
Canadian Securities Course (CSC)CIMCFA (Level I+)CFP