Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market.

Purpose

Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Advisor

Solutions by Purpose , a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

Purpose

Unlimited is building the alternative – an advisor platform that combines investment product manufacturing, practice management intelligence, and AI-powered support into something genuinely useful. We are looking for a VP, Advisor Development Sales to lead advisor acquisition for our Advisor Solutions Platform. This is not a role where you manage a pipeline and wait for inbound.

You will be the person who finds the right advisors, earns their trust, helps them see what their practice could become on Purpose’s platform, and brings them in. You will own the full advisor acquisition lifecycle – from strategic prospecting through to close – and you will do it with AI tools that handle the routine so you can focus on what actually wins deals: relationships, judgment, and the ability to help an advisor envision something better. Drive net new advisor acquisition revenue, converting high-potential advisors to the Purpose platform through consultative, trust-based engagement Architect complex platform transitions for established advisory practices – navigating compliance, technology migration, book transfers, and change management Serve as the strategic voice of the advisor to Purpose’s product, technology,



and leadership teams – translating field intelligence into platform improvements that matter Develop deep market intelligence on competitive platforms, advisor sentiment, and industry shifts – using AI tools to surface insight and your judgment to act on it Deliver practice management consulting to prospects and platform advisors – helping them grow, modernize, and future-proof their businesses Collaborate across product, compliance, marketing, and operations to remove barriers and accelerate advisor onboarding Prospect research, lead scoring, and prioritization – AI surfaces the highest-value advisor targets from market and CRM data First-draft proposals, pitch materials, and personalized advisor communications Pipeline forecasting, activity tracking, and real-time competitive intelligence monitoring Structure creative deal terms and partnership models that work for the advisor and for Purpose Translate what you hear in the field into product and strategy insight that makes Purpose better Deep experience in advisor-facing roles within Canadian wealth management – you understand how advisors think, what they value, and what drives their decisions A consultative sales approach grounded in trust-building, not transactional closing – demonstrated track record of complex, multi-stakeholder advisory transitions Strong familiarity with the Canadian advisor landscape – platforms, dealers, regulatory environment, and competitive dynamics Comfort working with AI tools as part of your daily workflow – you are already using AI for research, content creation, or sales preparation, or eager to start Practice management consulting experience – you can help an advisor redesign their business, not just switch providers A genuine perspective on how AI will reshape wealth management and advisor practices in the next 3–5 years Existing relationships in the Canadian advisor community that you can mobilize from day one Innovation: You use AI and data not because you are told to, but because you are always looking for a better way to find, engage, and support advisors.





Closed a defined number of net new advisor transitions to the Purpose platform, meeting or exceeding the acquisition revenue target set with your leader Built a strategic pipeline of high-potential advisor prospects segmented by geography, practice size, and competitive platform – with a clear conversion roadmap for each Established Purpose’s reputation as a credible, trusted alternative in at least two competitive markets where we have historically underperformed Delivered at least three actionable product or platform insights from the field that influenced roadmap priorities Demonstrated consistent use of AI tools across prospecting, proposal generation, and competitive intelligence – setting the standard for the sales function Travel Regular travel across Canada is part of this role. If this sounds like the role you’ve been building toward, we’d like to hear from you. Tell us about the advisor relationship you’re most proud of – not the biggest deal, but the one where you genuinely helped someone build something better.

We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism. We believe in a flexible work structure – A versatile hybrid work model that empowers you to do your best work whether at home or the office. Competitive compensation including equity program.

We care about your health: comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.

We care about your quality of life: a flexible paid time-off policy covering vacation, sick, and mental health days. Paid parental leave for eligible employees with a top-up.

We care about your development: – We offer training opportunities and tuition support year-round. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at [email protected] sponsorship is not offered for this role. We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position.

This role is eligible to participate in a sales incentive plan. #

📌 "VP - Sales & Business Development" - Financial Services (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto