Careers

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Toronto, Ontario, Canada

In this role, you are part of our Pegasi Private Wealth of ACPI team and work closely with the Investment Advisor.  As an Associate, you will be assisting the Investment Advisor in maintaining and growing the business.  You will also be responsible for assisting the Investment Advisor in acquiring new business and establishing relationships with new private clients.

Your Responsibilities

• Provide exceptional client service to grow Asset Under Management (AUM).
• Ensure internal investment guidelines for fee-based investment accounts are adhered to.
• Prepare Investment Policy Statement (IPS) by the private client's Know Your Client (KYC) information.
• Assist the Investment Advisor in model investment portfolio construction.

Requirements

• BA in Marketing or Business Administration.
• Minimum 2 years of sales experience, preferably in the investment/financial services industry.
• Completion of the CSC or willingness to complete before the start date.
• Self-motivated, a strong work ethic, and attention to detail.

About Pegasi Private Wealth of ACPI

We are a wealth advisory boutique based in Toronto that specializes in investments for private clients.  We operate on a fee-only basis, so that our interests are aligned with our private clients.  We specialize in wealth advisory, international investing, investment planning, retirement planning, and estate planning.