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Careers
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.
How to Apply
Send your cover letter and resume to careers@pegasiprivatewealth.ca. Only candidates who meet our requirements will be contacted.
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.
How to Apply
Send your cover letter and resume to careers@pegasiprivatewealth.ca. Only candidates who 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.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). 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 Pegasi Private Wealth of ACPI and are 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 Pegasi Private Wealth of ACPI.