Mahoney Asset Management

Vice President, MFDA Retail Sales

Mahoney Asset Management

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$120,000 - CA$150,000 per year

Job Level

Lead

About the role

  • Build and deepen relationships with MFDA advisors across assigned regions, driving awareness, education, and adoption of PICTON’s investment strategies
  • Execute a disciplined, territory-based approach to advisor coverage, sales activity, and pipeline development
  • Deliver high-quality advisor education through one-on-one meetings, branch presentations, and regional events
  • Support advisor-level due diligence, education initiatives, and ongoing relationship management
  • Work closely with the National Accounts team to align field execution with dealer-level strategies, approvals, and priorities
  • Develop and execute a targeted MFDA sales strategy aligned with PICTON’s broader retail growth objectives
  • Represent PICTON at MFDA-focused industry events, dealer conferences, and advisor forums

Requirements

  • 10+ years of experience in asset management or financial services sales, with direct experience working with MFDA advisors
  • Strong understanding of the MFDA landscape, including dealer structures, advisor business models, and compliance considerations
  • Proven ability to drive advisor adoption and asset growth within approved dealer platforms
  • Experience working collaboratively with National Accounts or Head Office teams to support dealer-level strategies
  • Exceptional relationship-building, communication, and presentation skills
  • Self-directed, entrepreneurial mindset with the ability to operate independently while contributing strategically
  • Experience selling alternative or differentiated investment strategies is a strong asset
  • CSC required; CIM, CFA, CAIA or other advanced designations are an asset
  • Bilingual (French/English) is a strong asset
  • Willingness to travel nationally to support advisor engagement.
Benefits
  • 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
  • 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
asset managementfinancial services salesMFDA complianceadvisor adoptioninvestment strategiessales strategy developmentdue diligencerelationship managementpresentation skillsterritory-based sales
Soft Skills
relationship-buildingcommunicationpresentationself-directedentrepreneurial mindsetcollaborationstrategic contributionindependence
Certifications
CSCCIMCFACAIA