Learning And Development Advisor Jobs in Calgary, AB

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One of Canada's Most Trusted Investment Brands.

AtPicton 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 over 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada's most trusted investment brands, we are proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 223 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $18.6 billion (May 31, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

We're more than investors we're innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors' money like our own.
• Redefine the way investors invest.
• Be human, always approachable.
• Succeed together, one investment at a time.

These aren't just words. They define how we think, how we invest, and how we work.

Now, we're entering our next chapter. We're transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what's next.

Thriving in Our Entrepreneurial Culture

AtPICTON 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.

The Opportunity

Your sales career begins here.PICTON Investmentsis 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.
To support your success,PICTON Investmentsoffers 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!

AtPICTON Investments, being employee-owned means, we really take care of our team. 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.

You'll have the opportunity to learn and lead:

Advisor Engagement & Sales Enablement

• 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.

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

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).
• Sales Administrative & Operational Support
• 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.

What we're looking for:

• 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

AtPICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. 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.

These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investmentsis 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 (416) 955-4108 or ataccessibility@pictoninvestments.com.

PICTON Investmentsdoes 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.

Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes, aligning candidate profiles with job requirements, and initial resume screening. All decisions are made by our hiring team.