Director, Private Capital Markets

Equiton; Burlington; On-site; CAD 85,000 - 95,000; Full time

Job summary

Equiton, a fast-growing private equity firm, seeks a Director, Private Capital Markets to build a portfolio of individual investors and provide access to private real estate opportunities. You will report to the VP, Private Capital Markets and expand client relationships with a consultative, advisory-led approach.

The role focuses on expanding beyond traditional products, leveraging leads, and delivering tailored wealth solutions, with a strong base salary and uncapped commissions for

Qualifications

• 5–10 years of client-facing experience in financial services
• Proven ability to earn trust with high-value clients
• Degree in Business/Finance or related discipline
• CSC or IFSE (EMP) certification or willingness to complete prior to start

Responsibilities

• Build & Grow a Client Portfolio: Manage and grow a portfolio of individual investors across mass affluent and HNW segments; leverage firm-generated leads; create long-term client relationships grounded in trust and performance
• Deliver Holistic Investment Advice: Understand clients' objectives and risk tolerance; position private real estate investments as part of a diversified wealth strategy; guide clients from onboarding to portfolio reviews
• Drive Business Development: Proactively source new opportunities through networking, referrals, and outreach; collaborate with internal teams to deliver high-quality client experiences; represent the firm at events
• Maintain Regulatory Excellence: Ensure client interactions meet regulatory standards; conduct investor suitability assessments; monitor market trends and translate insights into conversations

Skills

Client-facing experience

Investment concepts

Financial planning

Portfolio construction

Consultative approach

Relationship management

Education

CSC or IFSE (EMP)

Degree in Business or Finance

Job description

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

As a Director, Private Capital Markets, 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
• 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:

• 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)

The expected annualized base salary range for this position is $85,000 - $95,000 plus uncapped commission. 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.

Predictive Index Assessments

As part of our hiring process, candidates complete two short assessments from Predictive Index:

• A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style.
• A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities.

These are not tests of intelligence or experience, they simply help us understand how you work best.

After completing the first assessment, you’ll receive an email with instructions for the second assessment.

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.

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.

As part of our recruitment process, we may use artificial intelligence (AI) tools to support activities such as resume screening, interview scheduling, note-taking, and candidate evaluation. AI-assisted tools are used to help improve efficiency and consistency; however, all hiring decisions are made by qualified members of our hiring team. We are committed to ensuring a fair, inclusive, and human-centered recruitment process.