Relationship Manager
4 days 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. 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
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Relationship Manager
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
3 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
3 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR FIRMDesigned 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...
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Relationship Manager
5 days ago
saskatchewan, Canada Designed Wealth Management Full timeOUR FIRMDesigned 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...
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Relationship Manager, Commercial
4 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
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Relationship Manager, Commercial
5 days ago
Saskatchewan, Canada Designed Wealth Management Full timeOUR 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...
