Business Development Associate

PICTON Investments is one of Canada’s most trusted investment brands, dedicated to delivering results for clients. They are seeking a Business Development Associate to support territory sales strategies and advisor engagement while gaining exposure to innovative products and strategies.

Responsibilities

• Partner closely with a team of Wholesalers and Inside Sales Associates to support daily operations across designated territories
• Proactively schedule advisor meetings to support the territory's sales strategy and drive engagement across channels
• Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities
• Support and drive accountability within the territory and ensure sales activities remains timely, personalized, and compliant
• Participate in sales generating incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution
• Contribute to advisor outreach through evolving tools and channels, including video outreach platforms (e.g., video messaging), which will form part of future performance KPIs
• Act as a key territory contact and collaborate closely with wholesalers, product teams, and marketing partners
• Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams
• Liaise with internal stakeholders to ensure events align with brand expectations, budget, and business priorities
• Maintain CRM data with a high level of accuracy and integrity, supporting real-time insights and sales performance metrics
• Ensure all activity complies with internal sales practices and regulatory guidelines (e.g., NI 81-105)
• Assist with calendar coordination, meeting logistics, expense processing, and internal documentation
• Support broader sales initiatives and special projects as needed to ensure territory and national goals are met
• Take on flexible, high-impact responsibilities supporting Sales Leadership and Retail Sales, including additional tasks as needed

Skills

• 1–3 years of experience in a sales, financial services, or client-facing role; experience within asset or wealth management is a strong asset
• 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
• CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred

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
• VersaFi memberships (formerly Women in Capital Markets)
• Picton investment counseling and portfolio management services
• Volunteer and charitable donation matching
• Maternity and parental leave top-up
• Recognition awards
• Semi-annual performance bonuses
• A generous annual vacation entitlement (minimum of 15 days per year)
• Training and development reimbursement
• Extensive health and dental benefits
• A healthcare spending account

Company Overview