Careers

Associate

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.

How to Apply

Send your cover letter and resume to careers@pegasiprivatewealth.ca. Only candidates that meet our requirements will be contacted.

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Disclaimer: While every effort is made to ensure the timeliness and accuracy of the information available on this site, Pegasi Private Wealth of ACPI assumes no liability or responsibility for the completeness, accuracy, or usefulness of any of the Information.

Important Investment Services Disclosure: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI.