Job PurposeThe Vice President, Private Wealth Capital Raising role is responsible for sourcing, engaging, and converting direct high‑net‑worth investors in Ontario into purchasers of Trez Capital exempt market (OM) investment products. This role focuses on expanding the firm’s direct investor channel through proactive outreach, relationship management, investor education, and best‑in‑class client experience.Job PurposeThe Vice President, Private Wealth Capital Raising role is responsible for sourcing, engaging, and converting direct high‑net‑worth investors in Ontario into purchasers of Trez Capital exempt market (OM) investment products. This role focuses on expanding the firm’s direct investor channel through proactive outreach, relationship management, investor education, and best‑in‑class client experience.Primary AccountabilitiesRaise capital from direct investors in the Ontario Market for the firm’s suite of OM (Offering Memorandum) investment products.Build, manage, and grow a pipeline of HNW prospects, leveraging both inbound inquiries and proactive outbound strategies.Conduct one‑on‑one investor meetings, virtual presentations, and group sessions to explain OM products, risk profiles, and suitability considerations.Partner closely with internal sales, marketing, product, and compliance teams to ensure accurate messaging and strong investor experience.Maintain accurate and timely updates within the CRM and report weekly progress, pipeline metrics, and opportunities to sales leadership.Support and help execute direct investor campaigns, webinars,



and events in the Ontario market.Ensure all conversations and investor interactions meet regulatory and suitability requirements, including proper KYC documentation and adherence to all Dealing Representative obligationsParticipate in ongoing training, team meetings, and product knowledge sessions.Additional AccountabilitiesEmbraces the Trez core values:We build Trust through the integrity of our people and our actions. We have built our reputation on transparency and doing what we say, with a rigorous, results-oriented, risk-managed approach to everything we do.We pride ourselves on the Respect we create inside and outside the firm. We are passionate about providing exemplary client experiences creating loyal and satisfied investors, partners and borrowers and fostering a collaborative environment in which our employees can excel.We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.Complies with all policies and procedures, work rules, and standard operating procedures.Safeguards the interests of the business,



our people and our clients.Completes other related duties as required.Qualifications And ExperiencePost‑secondary degree in business, finance, or a related discipline.5–7 years of financial services sales or marketing experience (exempt market, wealth management, or asset management experience preferred).Completion of the Canadian Securities Course (CSC) is required. Additional credentials (CIM, CFA, CFP, MBA) are assets.Knowledge, Skills & Abilities (Core Competencies)Strong interpersonal, influencing, and relationship‑management skills, with a proven ability to connect with HNW investors.Confident communicator with excellent verbal and written communication abilities.Demonstrated success in business development, capital‑raising, or client advisory roles.Ability to work independently with sound judgment, as well as collaboratively within cross‑functional teams.Strong time‑management and organizational skills; able to prioritize competing demands.High ethical standards, professionalism, and integrity.Proficiency with Microsoft Office; experience with Salesforce CRM preferred.Comfortable managing a fast‑paced workload in an entrepreneurial workplace.Working ConditionsStandard office environment. Regular travel, including overnight, is required.Compensation:Competitive base salary up to 150K, Commission, Discretionary Bonus, group benefits, and RRSP matchingRecruitment Notice:Only direct applicants will be considered. Agency or recruiter submissions will not be accepted.#J-18808-Ljbffr

📌 Capital Raising - Vice President Private Wealth - Up To C$150,000 A Year (Toronto)
🏢 Trez Capital
📍 Toronto