Senior Relationship Manager, Private Capital Markets

About the Position:

Join a growing, institutional-quality investment platform where you can build meaningful client relationships and deliver differentiated private market solutions.

As a Senior Relationship Manager, you will build and expand a portfolio of individual investors, providing access to private real estate opportunities traditionally reserved for institutional clients.

Reporting to the VP, Private Capital Markets, you will be empowered to build your book, deepen client relationships, and provide tailored wealth solutions with the backing of a respected and fast-scaling firm.

This role is ideal for professionals from retail banking, private banking, wealth management, insurance or investment advisory looking to:

• Expand beyond traditional products (mutual funds, GICs, public markets)
• Build deeper, advisory-led relationships
• Be rewarded with strong earning growth for performance and client success

*This is an on-site opportunity based out of our Head Office in Burlington, ON

What You’ll Do

Build & Grow a Client Portfolio

• Manage and grow a portfolio of individual investors across the mass affluent and high-net-worth spectrum
• Leverage firm-generated leads to grow assets under management
• Create long-term client relationships grounded in trust and performance

Deliver Holistic Investment Advice

• Understand clients’ financial objectives, risk tolerance, and portfolio needs
• Position private real estate investments as part of a diversified wealth strategy
• Guide clients through the full investment lifecycle, from onboarding to ongoing portfolio reviews

Drive Business Development

• Proactively source new client opportunities through networking, referrals, and outreach
• Partner with internal teams to deliver coordinated, high-quality client experiences
• Represent the firm at client events and industry functions

Maintain Regulatory Excellence

• Ensure all client interactions meet Exempt Market Dealer (EMD) / securities regulatory standards
• Conduct investor suitability assessments with diligence and integrity

Stay Market-Relevant

• Monitor macroeconomic, real estate, and capital markets trends
• Translate insights into meaningful conversations with clients

What You Bring:

You likely come from banking or wealth environments, such as:

• Financial Advisor or Investment Advisor
• Private Banker or Relationship Manager
• Wealth Associate or Client Advisor

And you offer:

• 5–10 years of client-facing experience in financial services, insurance, or wealth management
• Demonstrated success building and growing client relationships / portfolios
• Strong foundation in investment concepts, financial planning, and portfolio construction
• A consultative, advice-first approach to client engagement
• Proven ability to earn trust with high-value clients

Credentials

• CSC or IFSE (EMP) required (or willingness to complete prior to start)
• Degree in Business, Finance, or related discipline (or equivalent experience)

Compensation:

The expected annualized base salary range for this position is $80,000 - $90,000 plus commissions. The actual base salary offered will take into consideration factors including, but not limited to, the individual’s skill, experience, and relevant education or training.

About Us

Founded in 2015, Equiton is one of Canada’s fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private real estate accessible to more Canadians, and our team is the driving force behind our success.

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Why Equiton?

Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here.

Our Commitment to Diversity, Equity & Inclusion

We’re an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We’re happy to help. Only those selected for an interview will be contacted.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.