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Relationship Manager, Commercial
3 hours ago
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.
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. 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.
All employees undergo departmental cross training, which is emphasized in the first 3 to 6 months of employment before responsibilities may be narrowed. Lead advisor relationships and ensure superior service at all times.
Support advisors with practice management needs, including business process improvements, growth strategies, and workflow optimization.
Personally manage advisor requests end-to-end.
Monitor and manage transfer updates, ensuring timely and accurate communication with advisors.
Actively analyze and help implement operational processes that support business growth and efficiency.
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.
Creative problem solver, with a mindset to ‘remove barriers’ and improve operational efficiency.
This remote position requires working hours aligned with Central Standard Time (CST), with occasional in-person presence as needed.
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. If accommodation is required during any stage of the recruitment process, please let us know.
