Markham Investment Advisor - Associate

Position: Markham Investment Advisor - Associate Role
Advance your advisory career as an Associate Investment Advisor at Pegasi Private Wealth of ACPI in Markham. Collaborate with the Portfolio Manager to cultivate client relationships and grow your practice.

This permanent, full-time position allows you to engage directly with clients while effectively managing their investments. You will focus on maintaining Assets Under Management (AUM) and acquiring new private clients through strategic advice and solutions.

This role offers the opportunity to work within a sophisticated wealth platform, making a significant impact on your clients' financial success.

Key Responsibilities:

• Manage client relationships to enhance AUM

• Administer investment accounts with exceptional client service

• Identify needs and acquire new private clients

• Follow internal investment guidelines for accounts

• Coordinate marketing and operational initiatives

Requirements:

• BA in Marketing or Business Administration

• At least 2 years of sales experience in financial services

• CSC and CPH certification or willingness to obtain

• Strong attention to detail and self-motivation

• Entrepreneurial drive to establish a successful practice

Use your investment knowledge and connection skills to grow your career at Pegasi Private Wealth.
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