Toronto, Ontario, Canada
In this role, you are part of our Pegasi Private Wealth of ACPI team and works 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 the acquisition of new business and establish relationships with new private clients.
Provide exceptional client service with the goal of growing Asset Under Management (AUM).
Ensure internal investment guidelines for fee-based investment accounts are ahered to.
Prepare Investment Policy Statement (IPS) in accordance with the private client's Know Your Client (KYC) information.
Assist the Investment Advisor in model investment portfolio construction.
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 prior to start date.
Self-motivated, a strong work ethic and attention to detail.
How to Apply
Send your cover letter and resume to email@example.com. Only candidates that meet our requirements will be contacted.
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, investment planning, retirement planning, and estate planning. Our custodian is National Bank Independent Network, a division of National Bank Financial Inc. (NBF Inc.). For more information, please visit https://pegasiprivatewealth.ca