Mahoney Asset Management

Internal Sales Associate

Mahoney Asset Management

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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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 equity portfolios
  • Support your assigned external wholesaler by collaborating closely, sharing innovative ideas and implementing strategic sales initiatives to deepen advisor engagement and increase assets under management (AUM)
  • Help develop territory business plans by identifying new business opportunities through IIROC and CIFA channels (or equivalent regulatory/distribution channels)
  • Consistently meet and exceed activity targets, including outbound calls, emails, virtual meetings and advisor appointments to advance the sales pipeline
  • Provide responsive and proactive service to advisors and existing clients, ensuring high-quality follow-up and coordination with the external wholesaler
  • Maintain a 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 interactions and pipeline activities in the CRM (Salesforce) using detailed, actionable notes
  • Organize and maintain advisor contact records, territory opportunity files and performance metrics
  • Actively participate in team meetings and business strategy sessions, contributing ideas and collaborating on the implementation of best practices

Requirements

  • Undergraduate degree in Business Administration, Finance, Economics or a related field
  • Must currently hold the Canadian Securities Course (CSC) designation or be actively pursuing it and obtain it within the first year of employment
  • Additional designations such as CIM, CFA (Level I or higher) or CFP are considered strong assets
  • Minimum of two years’ experience in a sales, client service or business development role within financial services, investment management or wealth management
  • Strong verbal and written communication skills are essential for building and maintaining advisor relationships
  • Bilingual in French and English required
  • Self-starter with initiative, persistence and a desire to build a long-term career in investment product 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)
  • Availability and ability to travel occasionally for meetings, conferences or training
Benefits
  • Reimbursement for fitness expenses and discounts
  • Membership in VersaFi (formerly Women in Capital Markets)
  • Access to Picton’s investment advisory and portfolio management services
  • Matching donations program for volunteer and charitable organizations
  • Maternity and parental leave top-up
  • Recognition awards
  • Semi-annual performance bonuses
  • Generous annual vacation (minimum 15 days per year)
  • Reimbursement for training and professional development
  • Comprehensive health and dental benefits
  • Health care spending account (HCSA)
Applicant Tracking System Keywords

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

Hard Skills & Tools
salesbusiness developmentinvestment productshedge fundsliquid alternativeslong/short equity portfoliosmutual fundsETFsterritory business planningadvisor engagement
Soft Skills
communication skillsorganizational skillsinitiativepersistencerelationship buildingcollaborationproactive serviceteam participationtime managementself-starter
Certifications
Canadian Securities Course (CSC)CIMCFACFP