Capital Markets Specialist

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. Staff are provided autonomy and authority to make decisions that drive the firm forward and we create an unmatched experience for our advisors. We are unique, motivated, and designed to do great – at work and in life.

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 incredibly ambitious as an organization and seek people who are excited to commit to this opportunity.

We are seeking a highly motivated Capital Markets Specialist to join our growing investment dealer team in downtown Toronto. This role provides exposure to a broad range of capital markets activities, including new investment products, exempt market offerings, alternative investments, structured products, and issuer relationships.

The successful candidate will work closely with advisors, issuers, internal stakeholders, and senior leadership to evaluate investment opportunities, support product distribution, and provide market intelligence. This is an excellent opportunity for an individual who combines strong analytical skills with relationship-building ability and is interested in developing a career in capital markets, investment products, and wealth management.

As a small and entrepreneurial firm, team members are expected to be adaptable, collaborative, and willing to contribute across multiple areas of the business.

• Analyze and support the launch and distribution of new investment opportunities, including private placements, exempt market products, alternative investments, structured products, and other capital markets offerings
• Review offering documents, financial materials, issuer presentations, and investment reports to assess product structure, risks, suitability considerations, and market positioning
• Support relationships with issuers, fund managers, and product providers by coordinating information requests, updates, and ongoing communications
• Work closely with investment advisors to provide product insights, investment materials, and timely responses to product-related inquiries
• Prepare investment summaries, market updates, advisor communications, and internal briefing materials
• Monitor market trends, industry developments, and competitor activity to identify opportunities and risks
• Maintain accurate product databases, transaction records, research materials, and internal documentation
• Support compliance and operations teams with onboarding, regulatory documentation, and ongoing product governance
• Track product performance, sales activity, and market interest through reporting and data analysis
• Identify opportunities to improve processes, enhance advisor experience, and support business growth
• Manage product lifecycle events, including amendments, renewals, redemptions, maturities, and closures, ensuring timely communication and accurate internal records

• 4+ years of investment industry experience required
• Experience with in capital markets, investment dealers, wealth management, asset management, or a related financial services environment
• Strong understanding of investment products, including alternative investments, private markets, structured notes,…