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, help...