Job Description

OUR FIRM

Designed Securities Ltd. is a truly independent investment dealer, and member of the Canadian Investment Regulatory Organization (CIRO). Our company is uniquely positioned to provide support driven by the needs of advisors. We design customized experiences for advisors and clients and have integrated Fintech that is based on real feedback, a culture of inclusion and progressive thinking. Our goal is to help evolve an advisor’s practice in light of Fintech, regulatory framework, and client needs. We are not controlled by any larger institutions and have the flexibility to serve our advisors and develop our staff in ways that are meaningful and long lasting.

CULTURE AND VALUES

We know that happy employees make all the difference in keeping advisors, and their clients, happy. Our culture is built on the pillars of inclusion, collaboration, accountability, and self-awareness. What excites us is seeing a group of talented people drawing on each other’s strengths, taking responsibility for making things happen, and contributing their voices and ideas to continue to design who we are. We are an ambitious organization and seek people who are excited to commit to this opportunity.

JOB DESCRIPTION 

The Relationship Manager (RM) is the primary point of contact for advisors and their teams. This role ensures every advisor request is addressed with responsiveness, clarity, and professionalism, reducing duplication across Head Office and optimizing resolution timelines. The RM provides direct, hands-on support across operations, finance, compliance, and trading while building trusted, long-term advisor relationships. 

The ideal candidate will have all proficiency requirements, and an established history of client relationship experience within the independent wealth management space or closely related organizations. They will be a compassionate team player, have a “can-do” attitude, and an ability to think critically about the needs of effective relationship management.

RESPONSIBILITIES

• All employees undergo departmental cross training, which is emphasized in the first 3 to 6 months of employment before responsibilities may be narrowed. This provides exposure to other areas in which you may be interested in taking your career while also ensuring that you are aware of how your specific role interfaces and impacts other team members or departments. 
• Lead advisor relationships and ensure superior service at all times.
• Act as the main contact for advisors on finance, compliance, trading, operations, and transfers.
• Support advisors with practice management needs, including business process improvements, growth strategies, and workflow optimization.
• Personally manage advisor requests end-to-end.
• Coordinate with other departments to facilitate smooth transitions of advisors’ books of business.
• Provide proactive check-in with high-volume advisors to anticipate needs.
• Monitor and manage transfer updates, ensuring timely and accurate communication with advisors.
• Collaborate across internal departments to resolve potentially complex issues and deliver solutions.
• Mentor junior team members, share best practices, and contribute to team growth and professional development.
• Actively analyze and help implement operational processes that support business growth and efficiency.
• Build strong, positive relationships with advisors and their teams, tailoring communication to their preferred communication style.

KNOWLEDGE AND EXPERIENCE

• Regardless of experience, we provide specific training and ongoing development to all employees to ensure that knowledge and experience is applied consistently throughout the organization. 
• Bachelor’s degree in business administration, economics, finance, or similar field of study. Post grad education in any of these fields is an asset.
• CSC course completion, with CPH, and IDSC completion being an asset.
• Currently registered as an Investment Representative or Registered Representative, or the ability capacity to be registered as one within 6 months (pending the completion of additional exams).
• Minimum 3 years of industry experience required; 5+ years strongly preferred, ideally within a CIRO dealer member.
• Excellent organizational skills, able to prioritize important and time-sensitive tasks.
• Critical thinker and skillful decision maker.
• Creative problem solver, with a mindset to ‘remove barriers’ and improve operational efficiency.

Please note : This remote position requires working hours aligned with Central Standard Time (CST), with occasional in-person presence as needed.

This is an excellent opportunity to gain exposure to all aspects of an investment dealer and we are excited to hear from you. If this looks like the kind of role and company you’re up for, and you have the credentials and experience for this job, we invite you to submit your application.

This posting will remain open until a qualified candidate is hired. We thank all applicants who express an interest in this and other opportunities we have posted. We will be in touch with individuals whose profiles most closely match what is needed to be successful in this role.

Designed Securities Ltd. is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply. If accommodation is required during any stage of the recruitment process, please let us know.

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