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Added 4 days ago
Associate Capital Markets
Winchesters
Toronto, ON
$100,000 to $115,000 CAD / year
Full-time
Our client is a well-established, Canadian private equity real estate investment firm with a diversified national portfolio spanning growth, income, urban, mortgage lending, and affordable…
Added 12 days ago
Advisor Succession & Capital Markets.- Associate
Manulife
Toronto, ON
Full-time
Join Manulife Wealth’s Capital Markets Group as an Associate and support the Advisor Succession Program and broader capital markets initiatives. In this role, you will help manage advisor…
Added 1 month ago
Director, Private Capital Markets
Equiton
Burlington, ON
Full-time
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…
Added 10 days ago
Associate - Private Markets Business Development
StepStone Group
Toronto, ON
Full-time
StepStone Group, a leader across private market solutions in Private Equity, Private Debt, Real Estate, and Infrastructure is seeking an Associate to support a territory manager with…
Added 10 days ago
Associate - Private Markets Business Development
StepStone Group
Toronto, ON
StepStone Group, a leader across private market solutions in Private Equity, Private Debt, Real Estate, and Infrastructure is seeking an Associate to support a territory manager with…
Added 8 days ago
Associate Director, Private Markets Solutions- Investran SME
MUFG Investor Services
Toronto, ON
$81,192 to $121,788 CAD / year
Full-time
More than 5-7 years’ experience with a strong understanding of Private Equity, Real Asset or Hedge markets and fund operations (Fund structures, NAV process, Capital activity, fee calcs,…
Added 8 days ago
Associate Director, Private Markets Solutions- Investran SME
MUFG Investor Services
Toronto, ON
$81,192 to $121,788 CAD / year
Full-time
More than 5-7 years’ experience with a strong understanding of Private Equity, Real Asset or Hedge markets and fund operations (Fund structures, NAV process, Capital activity, fee calcs,…
Added 8 days ago
Associate Director, Private Markets Solutions- Investran SME
MUFG Investor Services
Toronto, ON
$81,192 to $121,788 CAD / year
Full-time
More than 5-7 years’ experience with a strong understanding of Private Equity, Real Asset or Hedge markets and fund operations (Fund structures, NAV process, Capital activity, fee calcs,…
Added 8 days ago
Associate Director, Private Markets Solutions- Investran SME
MUFG Investor Services
Toronto, ON
$81,192 to $121,788 CAD / year
Full-time
More than 5-7 years’ experience with a strong understanding of Private Equity, Real Asset or Hedge markets and fund operations (Fund structures, NAV process, Capital activity, fee calcs,…
Added 9 days ago
Capital Markets / M&A Associate Lawyer - Vancouver Office
Fasken
Vancouver, BC
Full-time
We are looking for a skilled lawyer to join our Capital Markets and Mergers & Acquisitions practice in Vancouver. In this role you will advise a diverse client base on public and private…
Added 1 month ago
Associate - Corporate and Capital Markets
Borden Ladner Gervais LLP (BLG)
Toronto, ON
Full-time
The ideal candidate will have 3 – 6 years experience from a private law firm, solid drafting skills and experience advising clients on mergers and acquisitions, corporate finance,…
Added 1 month ago
Associate Lawyer - Corporate and Capital Markets
Urban Legal Recruitment Inc.
Calgary, AB
Full-time
Join Canada’s Premier Law Firm: Exciting Opportunity for a Mid-Level Corporate and Capital Markets Associate!
Added 4 months ago
Capital Markets, Prospectus Center of Excellence Senior Associate (Bilingual FR/EN)
PwC
Montreal, Quebec
Full-time
As a Capital Markets, Prospectus Center of Excellence Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 4 months ago
Capital Markets, Prospectus Center of Excellence Senior Associate
PwC
Calgary, Alberta · Vancouver, British Columbia
Full-time
CMAAS (Capital Markets and Accounting Advisory Services)
Added 12 days ago
Capital Markets, Prospectus Center of Excellence Senior Associate
Pwc Canada
Calgary, AB · Vancouver, BC
Full-time
The Capital Markets Accounting Advisory Services team (“CMAAS”) at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory…
Added 1 month ago
Capital Markets, Prospectus Center of Excellence Senior Associate (Bilingual FR/EN)
Pwc Canada
Montreal, QC
Full-time
As a Capital Markets, Prospectus Center of Excellence Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 6 months ago
Capital Markets, Prospectus Center of Excellence Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, Quebec
Full-time
As a Capital Markets, Prospectus Center of Excellence Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 3 days ago
Capital Markets and Accounting Advisory Services, Senior Associate
PwC
Calgary, AB
Full-time
CMAAS (Capital Markets and Accounting Advisory Services)
Added 27 days ago
Capital Markets and Accounting Advisory Services, Senior Associate
PwC
Toronto, ON
Full-time
CMAAS (Capital Markets and Accounting Advisory Services)
Added 3 days ago
Capital Markets and Accounting Advisory Services, Senior Associate
Pwc Canada
Calgary, AB
Full-time
The Capital Markets Accounting Advisory Services team (“CMAAS”) is a high performing and fast growing practice within PwC Canada and Globally. The team is committed to supporting our…
Added 22 days ago
Capital Markets and Accounting Advisory Services, Senior Associate
Pwc Canada
Toronto, ON
Full-time
The Capital Markets Accounting Advisory Services team (“CMAAS”) is a high performing and fast growing practice within PwC Canada and Globally. The team is committed to supporting our…
Added 9 days ago
Capital Markets and Accounting Advisory Services, Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
Full-time
As a Capital Markets and Accounting Advisory Services, Senior Associate (Bilingual FR/EN), unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your…
Added 1 month ago
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotiabank
Toronto, ON
…including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 month ago
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
…including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 days ago
Associate, Private Wealth
Fiera Capital
Calgary, AB
Full-time
Under the supervision of the Senior Investment Counsellor and Head of Private Wealth Western Canada, the Associate is primarily responsible for providing a very high quality, personalized…

Equiton

Director, Private Capital Markets

Burlington, ON, Canada

Job type: Full-time
Experience: 5–10 years of client-facing experience in financial services, insurance, or wealth management
Posting language: English
Posted: Jul 31, 2026

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Original job description

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 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

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)

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.

👉 Start the Behavioural Assessment here: https://assessment.predictiveindex.com/3S57/a2056eeb-8a5b-4b02-ab68-e70422c15933?type=candidateba

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.

Visit our Website

Explore #LifeAtEquiton

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.

Artificial Intelligence

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.

Apply About employer

More about this job

Responsibilities

Build and expand a portfolio of high-net-worth individual investors by providing access to private real estate opportunities. Deliver holistic investment advice and ensure all client interactions meet regulatory standards.

Requirements

Requires 5-10 years of client-facing experience in financial services or wealth management with a proven track record of growing portfolios. Must hold or be willing to obtain CSC or IFSE (EMP) credentials and a degree in Business or Finance.

Skills

Portfolio Growth
Wealth Management
Financial Planning
Investment Advisory
Business Development
Private Real Estate Investment
Investor Suitability Assessment
Consultative Selling
Regulatory Compliance
Networking
Portfolio Construction

Visa sponsorship

Not detected in the job text

Keywords

Private Capital Markets
Private Equity
Real Estate
Exempt Market Dealer
EMD
CSC
IFSE
EMP
High-Net-Worth
Mass Affluent
Asset Management
Wealth Solutions
Financial Services
Investment Lifecycle
Portfolio Review
Securities Regulatory Standards

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