Current jobs related to Director of Private Wealth Partnerships - Toronto Area ON - GlassRatner Executive Search
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Chief of Staff, Private Wealth role at Nicola Wealth. About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Chief of Staff, Private Wealth role at Nicola Wealth . About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Chief of Staff, Private Wealth
4 days ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Associate (Wealth Management)
1 week ago
Toronto, Canada CI Private Wealth Full time**Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...
-
Wealth Planner, Advanced Wealth Planning
2 weeks ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Wealth Planner, Advanced Wealth Planning** **Location**:This position can be based out of any of our corporate offices across Canada. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...
-
Strategic Chief of Staff — Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeA leading Canadian wealth management firm in Toronto is seeking a Chief of Staff to support the President of Private Wealth. This strategic role requires over 15 years of experience in financial services and proven leadership skills. The Chief of Staff will drive execution of strategic initiatives, ensure effective collaboration across teams, and oversee...
-
Strategic Chief of Staff — Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeA leading Canadian wealth management firm in Toronto is seeking a Chief of Staff to support the President of Private Wealth. This strategic role requires over 15 years of experience in financial services and proven leadership skills. The Chief of Staff will drive execution of strategic initiatives, ensure effective collaboration across teams, and oversee...
-
Private Counsellor, Private Wealth 1859
2 days ago
Toronto, Canada National Bank of Canada Full time**Primary Locations**:Toronto, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: This is an exciting time to join Ultra High Net Worth Clientele team. Private Banking 1859 is National Bank's Private Banking & Wealth division, which offers unique, tailored banking, complex credit, investment management and wealth...
Director of Private Wealth Partnerships
2 weeks ago
The Company: Our client is a premier Canadian real estate investment and asset management firm with over 15 years of success in acquiring, managing, and operating multi-residential properties nationwide. The company's achievements in real estate have laid the groundwork for growth in complementary businesses, enhancing their comprehensive real estate platform. The company prioritizes a people-first culture, fostering an environment that supports personal and professional development for all team members.
The Opportunity: The Director of Private Wealth Partnerships will play a pivotal role in expanding our client's reach across Canada by cultivating and managing high-impact relationships with key stakeholders including real estate professionals, financial service providers, accountants, lawyers, and leaders of small-to-medium sized businesses. This individual will act as a brand ambassador, identifying and executing strategic partnership opportunities, driving new investor channels, and contributing to the overall growth of the firm's investor base and assets under management.
What You'll Do:
- Partnership Strategy: Design and implement outreach programs and initiatives to attract and engage corporate partners and professional networks.
- Strategic Relationship Development: Build and manage a referral network of, for example, real estate brokers, mortgage professionals, financial advisors, accountants, lawyers, and business owners to drive retail capital flow and brand exposure.
- Business Growth: Identify and close business development opportunities that align with the firms' strategic priorities and fundraising goals.
- Market Expansion: Develop region-specific strategies to grow awareness and investor interest in key Canadian markets.
- Events & Representation: Represent the firm at industry events, conferences, and networking opportunities to raise visibility and cultivate prospects.
- Collaboration: Work closely with the Marketing, Digital Marketing, Investor Relations, and Executive teams to support the development of co-branded campaigns, content, and partner initiatives.
- Reporting & Insights: Track pipeline growth, report on KPIs, and provide market feedback to refine go-to-market strategies.
- Bachelor's degree in Business, Finance, Real Estate, or related field. MBA or CFA considered an asset.
- 7+ years of experience in business development, partnerships, or a related client-facing role, preferably within real estate, financial services, or professional services.
- Strong network of contacts in one or more of the target audiences: real estate professionals, wealth advisors, accounting/legal professionals, or business owners.
- Exceptional interpersonal and communication skills with a natural ability to build trust and rapport.
- Proven track record of identifying, negotiating, and securing strategic partnerships or business opportunities.
- Entrepreneurial mindset with the ability to work independently and execute with a high degree of autonomy.
- Familiarity with exempt market products, real estate syndications, or alternative investment vehicles an asset.
