Want to make your own hours? Are you running an independent practice? Pinnacle Wealth Brokers can help. We’re specialists in the private markets and have relationships with some of the top money managers in Canada. Working with Pinnacle Wealth Brokers has given our team access to opportunities not always available at traditional financial institutions. Find out how you can set yourself apart in the industry and be one of the team.
Private market investing has the potential to significantly increase wealth for you and your clients. For those who already sell mutual funds or insurance products, the private investment market allows you to diversify your clients’ portfolio nicely, while allowing you to earn revenue from an entirely new source.
If you are working with clients who invest in mutual funds or buy insurance from you today, you likely have a client base that will appreciate the benefits private investments offer.
To learn more about becoming a Private Market Specialist with Pinnacle Wealth Brokers, please complete the form.
Pinnacle is looking for an experienced and motivated sales professional with experience in institutional sales to join our Calgary office. The successful candidate will be responsible for assisting the investment banking department in capital raise activities and business development as it relates to the distribution of its investment funds and products, reporting to the Head of Corporate Finance. They will primarily be responsible for capital raise efforts from IIROC and banking channels, ultra-high net worth persons/offices and institutional sources like pension funds.
Pinnacle has an immediate need for a Portfolio Manager. As Portfolio Manager, you will be responsible for setting up and managing pooled funds consisting of public and private market investment products to deliver Pinnacle’s investment philosophy. You may be expected to provide customized investment solutions to high net worth clients across the country and manage those accounts on an ongoing basis.