Investment Advisor

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative.

We are seeking a diligent and detail-oriented Investment Advisor to join our Aligned Capital Partners. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

What You Will Do

• Build and nurture relationships with new and existing clients through phone, email, and both virtual and in-person meetings.
• Drive new business by consolidating assets and generating referrals from clients and advisors within your territory.
• Establish regular savings and investment programs, helping clients identify their goals and financial planning needs, which will be reviewed and updated regularly.
• Provide investment recommendations and promote the benefits of managed money solutions to clients and prospects.
• Ensure full compliance with all regulatory and industry requirements.
• Address client concerns promptly, providing timely updates and following up on research as needed.
• Work effectively both independently and as part of a team.

What You Will Bring

• A minimum of 5 years of sales and client service experience in the investment industry.
• Securities License.
• CFP, PFP, CIM, or another recognized professional planning designation considered an asset.
• Insurance registration, or the ability to obtain an insurance license, is an asset.
• Strong knowledge of financial markets and a solid understanding of mutual funds, stocks, ETF’s and other financial instruments.
• Excellent client service skills and experience in a sales-focused role.
• Experience with financial planning software and delivering financial plans is an asset.
• In-depth knowledge of relevant securities legislation and SRO rules and regulations.
• Exceptional communication skills: verbal, written, and presentation.
• Detail-oriented, professional, analytical, with a positive attitude and genuine commitment to client service.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

What We Bring

• We are committed to a positive employee experience fostered through an open and collaborative work
• environment. We offer you:
• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well being

Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at View phone number on ca.workus.org or ***email_hidden*** if you require any accommodation in order to fully participate in our recruitment process.