Job Overview
In this role, you are part of our Pegasi Private Wealth of ACPI team and work closely with the Portfolio Manager. As an Associate, you will assist the Portfolio Manager in maintaining and growing the business. You will also assist the Portfolio Manager in acquiring new business and establishing relationships with new private clients.
This is a high‑impact, client‑facing, fee-based role designed for individuals who want to build an advisory practice with the full support of a sophisticated wealth platform.
Your Responsibilities
- Manage client relationships to maintain and grow Asset Under Management (AUM)
- Provide exceptional client service and efficiently administer investment accounts
- Acquire new private clients by identifying their investment needs, offering advice and solutions, and obtaining referrals
- Ensure internal investment guidelines for fee-based investment accounts are adhered to
- Lead various marketing and business operations projects
Requirements
- BA in Marketing or Business Administration
- Minimum 2 years of sales experience, preferably in the investment/financial services industry
- Completion of the CSC and CPH or willingness to complete before the start date
- Self-motivated, a strong work ethic, and attention to detail
- Entrepreneurial mindset and drive to build a practice
Job Types: Full-time, Permanent
Pay: $45,000.00-$85,000.00 per year
Work Location: Hybrid remote in Markham, ON L3R 0M3
