Opportunity Your sales career begins here. PICTON Investments is currently looking for a Business Development Associate (BDA) for our Calgary office—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. As a BDA, you’ll have the opportunity to lead, learn, and grow, playing an essential role in supporting territory sales strategies and driving meaningful advisor engagement. 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. Responsibilities You’ll have the opportunity to learn and lead Partner closely with a team of 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 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. 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. Events & Campaign Support 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., 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. Qualifications 1–3 years of experience in a sales, financial services, or client‑facing role; experience within asset or wealth management is a strong asset. CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred. 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. 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. Our Commitment to Employees We offer a comprehensive suite of exceptional perks and programs, including corporate fitness reimbursement and discounts, VersaFi memberships, 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. Equality, Diversity, and Inclusion Statement 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. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at or #J-18808-Ljbffr
Business Development Associate
PICTON INVESTMENTS
calgary, calgary
Published 17 days ago
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