Financial and Investment Advisor

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.
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.
A minimum of 5 years of sales and client service experience in the investment industry.
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.
Experience with financial planning software and delivering financial plans is an asset.
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. Investment in your training and development