About Pinnacle Wealth Brokers Pinnacle Wealth Brokers Inc. (Pinnacle) is a high-growth financial services firm located in Calgary, Alberta. Pinnacle is registered as an exempt market dealer, portfolio manager, mutual fund dealer and investment fund manager in most Canadian jurisdictions. Pinnacle provides private investment opportunities to qualifying Canadian investors and institutions through a network of registered dealing representatives, as well as public market access opportunities through a discretionary portfolio management options.\xe2\x80\xafPinnacle also provides corporate finance and investment fund management services to public and private organizations across North America. With an entrepreneurial approach, Pinnacle has solidified itself as one of the largest and fastest-growing Exempt Market Dealers in Canada. Pinnacle is regarded as an industry leader for innovation in the business of raising capital in the private markets, enabling the growth of both domestic and international economies. About Pinnacle Asset Management, PAM (a division of Pinnacle Wealth Brokers) PAM is a fully discretionary portfolio management service providing goal-based investment solutions for our clients. Pinnacle Asset Management uses a unified team-based approach to develop and tactically manage our curated public investment portfolios which can also include carefully selected private equity. The Opportunity Are you managing a select group of clients, have honed your skills and are seeking an opportunity to manage your clientele as part of an experienced team? Have you achieved or wished to achieve one of the highest possible registrations available? We are seeking an individual client-facing Portfolio Manager(s) to join our firm. Candidates must either already be registered as AR, AAR, CSR-AR, or have achieved the required levels of experience and education to become registered. Candidates must have a minimum of 2 years of recent experience in a client-facing role with a Canadian Financial services firm (IIROC, MFDA). The selected candidate(s) will work closely with other Portfolio Managers and client support personnel, including analysts and administrators, in delivering investment management and other pertinent financial services. The successful applicant will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive impact/mission related investing expertise having worked directly or as part of a team with existing client relationships. Primary Responsibilities

• Seek new clients from within your own network, the general public, and within our existing dealing representative network as requested.

• Client meeting planning, facilitation, and presentation

• Develop a picture of the client\xe2\x80\x99s entire financial and family situation

• Fully understand and can explain goal-based investment mandates and how they help clients achieve their financial objectives.

• Evaluate and discuss options to meet client philanthropic goals

• Ability to establish detailed client investment objectives including risk tolerance, asset allocation, and cash requirements

• Complete a robust investment policy statement (IPS) with each client based on their goals, objectives, and risk tolerance

• Monitor manager performance versus benchmarks and develop insights for clients regarding key contributors and detractors

• Monitor asset allocation on a quarterly basis relative to policy and goals; evaluate need to rebalance

• Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly

• Present alternative investment ideas to clients

• Manage investment transition for new clients

• Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing.

• Ability to discuss investment performance, economic and market trends

• Direct consultation with attorneys, accountants, and other advisors as needed

• Participate as requested in the investment management committee, and other PM management-related meetings.

Qualifications

• At a minimum have completed CFA Level 1 or hold a CIM designation.

• Currently registered or meet the requirements to be registered as an AR or AAR, or CRM-AR

• 24 months of client-facing relevant investment management experience.

• Strong interpersonal skills

• Ability to work in a fast-paced entrepreneurial environment

• Proven track record of business growth

• Priority will be given to candidates with an existing client base

• Familiarity with Ndex (nice to have)

Remuneration Remuneration will be competitive and commensurate with the candidate\xe2\x80\x99s skills and experience. Pinnacle will offer a bonus on the transfer of an existing client base as well as extended health and dental coverage through our group benefits plan. Job Type: Full-time Salary: $75,000.00-$100,000.00 per year Benefits:

• Casual dress
• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Application question(s):

• Currently registered or meet the requirements to be registered as an AR or AAR
• Current AUM

Education:

• Bachelor\'s Degree (required)

Experience:

• relevant investment management: 2 years (required)

Licence/Certification:

• CFA Level 1 or hold a CIM designation (required)

Work Location: Hybrid remote in Calgary, AB Expected start date: 2023-04-03