Business Development Associate

Mahoney Asset Management

Business Development Associate supporting advisor engagement at PICTON Investments. Driving meaningful sales initiatives and collaborating within a team in a hybrid role.

Posted 7/8/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales pipeline management, advisor engagement, and event coordination while maintaining CRM data integrity. Bilingual proficiency in French and English enhances client communication and collaboration within a dynamic team environment.

Highest-signal resume keywords

Sales Pipeline ManagementAdvisor EngagementEvent CoordinationCRM ProficiencyBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceFinancial Services KnowledgeAsset Management ExperienceCRM Platforms ProficiencyMicrosoft Office Suite Proficiency

Soft Skills

Organizational SkillsSelf-MotivationWritten CommunicationVerbal CommunicationCollaborative Mindset

Tools & Technologies

Salesforce

Certifications & Qualifications

CSC Designation

Industry Keywords

Business DevelopmentClient-Facing RolesWealth ManagementEvent ExecutionStrategic Advisors

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