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
that specializes in alternative investment strategies and modern portfolio construction It was founded in 2012, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is https://www.pictoninvestments.com/en.
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