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Trunity Partners Ltd. is an independent investment firm based in Toronto, Canada, registered as a Portfolio Manager with the Ontario Securities Commission.

About the role

We are seeking a proactive and resourceful Private Client Relationship Specialist to expand our client base, nurture relationships, and serve as a trusted advisor to potential and current high-net-worth investors. The ideal candidate will be adept at identifying and engaging affluent clients, maintaining ongoing communication, and organizing client-facing forums and events that reinforce our firm’s value proposition.

Responsibilities

• Expand the firm’s client base by identifying and engaging affluent clients
• Nurture relationships with potential and current high-net-worth investors
• Serve as a trusted advisor to clients
• Maintain ongoing communication with clients
• Organize client-facing forums and events that reinforce the firm’s value proposition