Advance your career at Equiton as a Senior Relationship Manager focused on private client investments. Engage with clients and maximize direct investor business.

Located in Burlington, ON, this in-office role reports to the VP, Capital Markets. You will be responsible for developing current private client business while being a licensed Dealing Representative. A strong understanding of real estate products and the investor suitability assessment is crucial for success. Your dedication, sales skills, and commitment to client service will contribute to your team's success.

Key Responsibilities:
• Build and manage a personal book of clients
• Identify new business through networking initiatives
• Ensure client satisfaction and maintain relationships




• Conduct relevant market research for tailored solutions
• Prepare impactful proposals for potential clients

Requirements:
• 5+ years in professional sales with individual investors
• Strong client service and interpersonal skills
• Completion of Canadian Securities Course or equivalent
• Relevant degree in Finance or Business
• Ambitious and motivated to achieve sales goals

Leverage your strengths in sales and client service to excel at Equiton while helping investors achieve their wealth aspirations.
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📌 Equiton Senior Relationship Manager Opportunity (Ontario)
🏢 Equiton
📍 Ontario