Mahoney Asset Management

Business Development Associate

Mahoney Asset Management

full-time

Posted on:

Location Type: Hybrid

Location: Vancouver • Canada

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Salary

💰 CA$50,000 - CA$60,000 per year

About the role

  • Lead, learn, and grow as a Business Development Associate (BDA).
  • Support territory sales strategies and drive meaningful advisor engagement.
  • Be on the front lines of business development, contributing directly to pipeline generation, event execution, and strategic advisor outreach.
  • Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through.
  • Participate in sales generating incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution.
  • Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams.
  • Maintain CRM data with a high level of accuracy and integrity.

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.
  • A keen interest in obtaining the designation upon hire is preferred.
  • Completion of a 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.
  • Bilingual in English and French is a strong asset.
Benefits
  • Full benefits package
  • Profit sharing
  • Health and wellness coverage
  • Life and disability insurance
  • Paid time off and holidays
  • Learning and development programs
  • Corporate fitness reimbursement and discounts
  • 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)
Applicant Tracking System Keywords

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

Hard Skills & Tools
salespipeline generationadvisor engagementevent executionCRM data managementbusiness developmentfinancial servicesasset managementwealth managementMicrosoft Office
Soft Skills
highly organizedself-motivatedeager to learnstrong written communicationstrong verbal communicationclient-centric approachcollaborative mindsetability to thrive in a teamdynamic environment
Certifications
CSC designation