Current jobs related to Transitions Associate - Peterborough, Ontario - Designed Wealth Management

  • Nuclear Medicine Technologist MRT(N) Full, Part Time and Casual Positions Available

    2 weeks ago

    Peterborough, Ontario, Canada Kawartha Cardiology Clinic Full time

    Nuclear Medicine Technologist Job DescriptionOverviewKawartha Diagnostic Imaging (KDI), part of the Kawartha Cardiology Clinic (KCC) in Peterborough Ontario, is looking for Nuclear Medicine Technologists who are passionate about patient care and imaging excellence, to join our healthcare team.The successful candidate will perform nuclear cardiology imaging...

  • Paraplanner/ Senior Financial Planner

    23 minutes ago

    Peterborough, Ontario, Canada Matthews + Associates Full time

    Paraplanner up to Senior Financial PlannerFull time, in office (with flexibility)Minimum requirement: 2 plus years of relevant experienceConquest requirement: If applying at Paraplanner Level 3 or Senior Financial Planner, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support).About Matthews + AssociatesMost wealth...

  • Cashier/sales Associate

    4 days ago

    Peterborough, Canada Party City Peterborough Full time

    **Party City is currently hiring for permanent positions.** **We have 2 Permanent Cashier positions available.**: - This duties of this position include, but is not limited to_: - Handling Cash and Credit Machines - Checking out guests purchases - Maintaining the front counter area - Putting out freight on shelves - Organizing shelves and fixtures -...

  • Counter Sales/warehouse Associate

    3 hours ago

    Peterborough, Canada Sesco Full time

    Counter Sales/Warehouse Associate **Req ID**:40348 **Date**:Aug 14, 2025 **Location**:Peterborough, ON, CA, K9H 2W7 **Brand**:Sesco **About Us**: - We are a full line electrical distributor providing our customers with quality products and exceptional customer service. Our knowledge and expertise in the industry has established us as a dependable...

  • Retail Sales Associate

    1 hour ago

    Peterborough, Canada QE Home Full time

    QE Home is a designer bedding retailer with over 70 stores across Canada, and a fast-growing e-commerce business. Proudly Canadian and family-owned since 1992, we are passionate about providing customers with beautiful, affordable, comfortable, and eco-friendly bedding solutions — crafted in house by our design team — along with exceptional and...

  • Electronic Resources Associate

    5 days ago

    Peterborough, Canada Trent University Full time

    **Job Purpose**: The Electronic Resources Associate supports the effective acquisition, activation, administration, and maintenance of library electronic resources. As a key member of the Acquisitions team, the incumbent is responsible for ensuring electronic resources access though liaising with vendors, requesting quotes and trials, activating new...

  • Chairside Dental Assistant

    2 days ago

    Peterborough, Canada Grand Village Dental Full time

    The team at **Grand Village Dental **located in **Peterborough, ON** is looking for a passionate, hard-working **Certified Dental Assistant** on a **full-time and part-time **basis. The ideal **CDA** for our practice values playing their part for the team, to equip the Dentist through providing outstanding treatment assistance and preparing the treatment...

  • Community Connector

    1 week ago

    Peterborough, Canada Durham Association for Family Resources and Support Full time

    **Job Summary**: We are seeking a dedicated Community Connector for a part-time position in Peterborough. The Community Connector will play a crucial role in fostering relationships within the community. Seeking a reliable, engaging, and community minded person to provide support to an outgoing, thoughtful, friendly and creative young woman in exploring her...

  • Social Worker

    1 week ago

    Peterborough, Canada Peterborough Regional Health Centre Full time

    **Position**:Social Worker (MSW) **Department**:Mental Health and Addiction Outpatient Program Services **Position Status**:Full-time **Temporary Contract End Date (if applicable)**:N/A **Union**:PARA **Number of Positions**:1 **HOURS OF WORK**: **WHY WORK FOR US**: Peterborough Regional Health Centre (PRHC) is a state-of-the-art regional hospital with...

  • PCN Clinical Pharmacist

    2 weeks ago

    Peterborough, Canada NHS Full time

    We areseeking a dedicated and professional Clinical Pharmacist to join our multidisciplinaryteam. This is aunique opportunity to contribute to a forward-thinking organisation within thePrimary Care Network (PCN) framework. The PCN has already established excellentcollaboration in delivering pharmacy provision to the many aspects of the DESwithin its...

  • PCN Clinical Pharmacist

    2 weeks ago

    Peterborough, Canada NHS Full time

    We areseeking a dedicated and professional Clinical Pharmacist to join our multidisciplinaryteam. This is aunique opportunity to contribute to a forward-thinking organisation within thePrimary Care Network (PCN) framework. The PCN has already established excellentcollaboration in delivering pharmacy provision to the many aspects of the DESwithin its...

  • Director of Corporate Relations

    3 hours ago

    Peterborough, Canada Kawartha Youth Orchestra Full time

    **About the Role** Are you a passionate professional looking to step up into a director role and gain executive experience while making a difference in your community? The KYO, an established and respected charity, is seeking a Director of Corporate Relations to join our board of directors and leadership team. This role offers a unique opportunity to...

Transitions Associate

3 weeks ago

Peterborough, Ontario, Canada Designed Wealth Management Full time

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 ideal candidate will be eager to contribute to the big picture of the company and will be motivated to learn, grow, and engage with staff, partners, and advisors. The candidate will be comfortable taking ownership of their role and know how to stay organized amid ongoing interactions with those advisors whom they are onboarding. They will be attentive and insightful in managing the expectations of new advisors, and communicate with other departments to pre-plan for volumes, using problem-solving skills to mitigate potential issues and maintaining relationships with financial advisors. 

RESPONSIBILITES

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 people or functions.

  • Work directly with new, onboarding advisors and manage their training, asset transfers and full transition,
  • Plan the onboarding according to the specific needs of an advisor,
  • Coordinate with other departments to gather input, feedback and materials beneficial to an advisor,
  • Provide ongoing feedback to team members and executive on areas needing improvement,
  • Work directly with Finance, Operations and Compliance teams with a major focus on the efficiency of transfers,
  • Create analysis on trends observed through the lens of a new advisor.

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. 

  • Completion of securities and investment industry courses is an asset (CSC, CPH, BMC).
  • IDSC is considered an asset,
  • 2 years of investment industry experience, preferably working with an advisor,
  • Critical thinker and skillful decision maker, adaptable in a changing regulatory environment, problem solving,
  • Excellent organizational skills, able to prioritize important and time-sensitive tasks,
  • Ability to work efficiently and accurately in a fast-paced dynamic environment with a sharp eye for detail,
  • Experience with the Dataphile platform is an asset,
  • Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others.

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 are 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 with 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.