Retail Business Development Specialist

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025 , 2026 | Best Workplaces™ for Young Talent 2026

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do, it’s who we are.
Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. With a team of 233 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing over $19.9 billion (September 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

At PICTON Investments , you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.

PICTON Investments is currently looking for a Business Development Associate (BDA) — a foundational role that sets the stage for a rewarding career in sales within one of Canada’s most dynamic and entrepreneurial asset management firms.
You'll be on the front lines of business development, contributing directly to pipeline generation, event execution, and strategic advisor outreach — all while honing your skills in a fast-paced, performance-driven environment.
To support your success, PICTON Investments offers robust training and ongoing development, giving you the tools, mentorship, and exposure needed to build your path toward a future wholesaling or leadership role.
This is more than just a stepping stone — it’s your opportunity to be part of a high-performing team, gain exposure to innovative products and strategies, and make an impact from day one!

On top of that, you’ll be eligible for our discretionary bonus program.

Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.
Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities.
Sales Culture & Performance Contribution

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.
Maintain consistent daily outreach targets across outbound calls, emails, and advisor touchpoints to support territory growth and meeting generation
Measure success through core activity and outcome metrics, including conversations, meetings booked, and qualified pipeline promotions

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.

CRM Reporting & Compliance

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., Sales Administrative & Operational Support

Support broader sales initiatives and special projects as needed to ensure territory and national goals are met.

experience within asset or wealth management is a strong asset.

• CSC designation is not required but is considered an asset. Completion of a post-secondary education in Business, Finance, Economics, or a related discipline.
• Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite.
• Bilingual in English and French is a strong asset.

Our benefits include 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, and more.

PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.