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 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.

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

About Pegasi

We are a discretionary investment management boutique based in Toronto and backed by more than 25 years of experience in global investing.  We operate on a fee-only basis so that our interests are aligned with our private clients.  We specialize in wealth management, retirement planning, and estate planning.

Toronto, Ontario, Canada

In this role, you are part of our team and work closely with the Portfolio Manager.  As an Investment Assistant, you will assist the Portfolio Manager in the daily operations of the business.  You will also assist the Portfolio Manager in acquiring new business and establishing/maintaining relationships with private clients.

Your Responsibilities

• Serve as the primary contact for the Portfolio Manager, facilitating communications and coordinating efforts with both internal and external stakeholders 
• Manage the Portfolio Manager’s calendar effectively by prioritizing appointments and diplomatically resolving scheduling conflicts
• Deliver outstanding private client service by responding to inquiries, updating client files as needed, and preparing various reports
• Support business development activities and coordinate business events 
• Assist the Portfolio Manager in constructing model investment portfolios

Requirements

• University degree or college diploma in Marketing or Business Administration
• Sales experience in the investment/financial services industry is preferred
• Self-motivated, with a strong work ethic, and attention to detail
• Fluent in Cantonese/Mandarin is an asset

About Pegasi Private Wealth of ACPI

We are a discretionary investment management boutique based in Toronto and backed by more than 25 years of experience in global investing.  We operate on a fee-only basis so that our interests are aligned with our private clients.  We specialize in wealth management, retirement planning, and estate planning.