Business Development Associate
PICTON Investments is an independent, employee‑owned investment firm that manages $16.5 billion for institutional and retail clients. With a culture built around entrepreneurial spirit and a commitment to innovation, we are looking for a high‑energy professional to join our Vancouver office and drive advisor engagement.
Responsibilities
- Partner closely with Inside Sales Representatives and Wholesalers 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 to maximize opportunities.
- Support and drive accountability within the territory and ensure sales activities remain 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, 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.
Qualifications
1–3 years of experience in sales, financial services, or client‑facing roles; experience within asset or wealth management is a strong asset.CSC designation not required but considered an asset; interest in obtaining the designation upon hire is preferred.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.Bilingual in English and French is a strong asset.Benefits
Our comprehensive benefits package includes health and dental coverage, a healthcare spending account, corporate fitness reimbursement and discounts, training and development reimbursement, semi‑annual performance bonuses, a generous annual vacation entitlement, and more. This package is designed to support career growth, well‑being, and overall success.
PICTON Investments is committed to providing an equitable and fair work environment for everyone. 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. If you require accommodation at any point in the application and hiring process, please contact Human Resources at (416) 955‑4108 or accessibility@pictoninvestments.com.
PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third‑party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.
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