Company
Financial Services
RelationshipManager,PrivateEquity,Bilingual
Neural analysis suggests this role is
optimal for Senior candidates.
“Relationship Manager, Private Equity, Bilingual. Skills: Investor relations, Sales, Wealth management. Build long-term relationships with investors. Maintain long-term relationships with investors”
What You'll Achieve.
Consistent business growth
Industry & Context.
What They're Looking For.
Must Have
5+ years of experience in investment sales, 5+ years of experience in wealth management, 5+ years of experience in private equity, 5+ years of experience in exempt market products, Proven track record working with accredited investors, Proven track record working with high-net-worth investors, Bilingual proficiency in English and French, University degree in Business, University degree in Finance, University degree in Economics, Eligible for registration as a Dealing Representative, Financial acumen, Excellent interpersonal skills, Excellent communication skills, Excellent relationship-building skills
Nice to Have
Consultative mindset
What You'll Do.
Build long-term relationships with investors
Maintain long-term relationships with investors
Convert investor leads into active clients
Understand client financial goals
Position private equity investment solutions
Collaborate with internal teams
Ensure smooth onboarding
Ensure ongoing investor servicing
Represent investment offerings at events
Represent investment offerings at private meetings
Represent investment offerings at investor engagements
Maintain active engagement with investor portfolios
Ensure high-quality service
Ensure relationship retention
Leverage structured sales processes
Leverage market insights
Support business growth
How You'll Work.
Team & Collaboration
Collaborate with internal teams
Communication Scope
Tailored presentations; Advisory conversations
Full Job Description
## Accountabilities Build and maintain long-term relationships with accredited and high-net-worth investors across Canada through consultative, trust-based engagement. Convert warm, pre-qualified investor leads into active clients through one-on-one discussions, tailored presentations, and strategic advisory conversations. Understand client financial goals and position private equity investment solutions within broader long-term wealth strategies. Collaborate with internal teams to ensure smooth onboarding, documentation, compliance, and ongoing investor servicing. Represent investment offerings at events, private meetings, and investor engagements to strengthen brand presence and trust. Maintain active engagement with assigned investor portfolios, ensuring high-quality service and relationship retention. Leverage structured sales processes and market insights to support consistent business growth across a national territory. Requirements: 5+ years of experience in investment sales, wealth management, or private equity / exempt market products. Proven track record of working with accredited and high-net-worth investors in a relationship-focused sales environment. Bilingual proficiency in English and French (mandatory). University degree in Business, Finance, Economics, or a related field. Eligible for registration as a Dealing Representative (Exempt Market Dealer). Strong financial acumen with the ability to navigate complex investment conversations confidently. Excellent interpersonal, communication, and relationship-building skills with a consultative mindset. High level of professionalism, integrity, and attention to detail in client interactions. Benefits: Base salary of CAD 60,000 plus uncapped performance-based commissions. Immediate recurring income supported by an existing investor book and trailing revenue. Access to warm, pre-qualified leads—no cold calling required. Remote work flexibility with national coverage across Canada. Strong earning potential wit
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