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Business Development Associate
Mahoney Asset ManagementBusiness Development Associate supporting advisor engagement at PICTON Investments. Driving meaningful sales initiatives and collaborating within a team in a hybrid role.
About the role
Key responsibilities & impact- Lead, learn, and grow while playing a key role in supporting territory sales strategies and in meaningful advisor engagement
- Be at the heart of business development activities, directly contributing to pipeline generation, event execution, and outreach to strategic advisors
- Provide temporary support for broader business initiatives and offer ad hoc assistance to the wider retail sales team
- Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring follow-up steps are taken to maximize opportunities
- Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams
- Liaise with internal stakeholders to ensure events meet brand expectations, budget, and company priorities
- Maintain CRM data with a high level of accuracy and integrity
- Assist with calendar coordination, meeting logistics, expense processing, and internal documentation
- Support broader sales initiatives and special projects as needed
Requirements
What you’ll need- 1 to 3 years of experience in sales, financial services, or client-facing roles
- Experience in asset or wealth management is a strong asset
- CSC designation is not required but considered an asset
- Bilingual in French and English required
- Post-secondary education in business administration, finance, economics, or a related discipline
- Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office suite
- Excellent organizational skills, self-motivation, and a desire to learn and grow within a competitive, fast-evolving industry
- Strong written and verbal communication skills with a client-focused approach
- Collaborative mindset and ability to thrive in a dynamic team environment.
Benefits
Comp & perks- Fitness expense reimbursement and discounts
- Membership to VersaFi (formerly Women in Capital Markets)
- Access to Picton's investment advisory and portfolio management services
- Matching donations to volunteer and charitable organizations
- Maternity and parental leave top-up
- Recognition bonuses
- Semi-annual performance bonuses
- Generous annual leave entitlement (minimum 15 days per year)
- Reimbursement for training and professional development
- Comprehensive health and dental benefits
- Health care spending account
- And more
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales ExperienceFinancial Services KnowledgeAsset Management ExperienceCRM Platforms ProficiencyMicrosoft Office Suite Proficiency
Soft Skills
Organizational SkillsSelf-MotivationWritten CommunicationVerbal CommunicationCollaborative Mindset
Certifications
CSC Designation