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. Who is Purpose Investments?

Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering both managed and quantitative investment products.

Purpose

Investments’ goal is to constantly innovate, and make investing straightforward, intuitive and affordable for everyone.

Regulatory Reporting Excellence

Lead production of Fund Facts, ETF Facts, and Quarterly Portfolio Disclosures – from AI-assisted first draft to final regulatory filing Maintain audit-ready documentation of AI-assisted processes, ensuring human review and sign-off is embedded at every critical control point Serve as the fund operations team’s subject matter expert on financial reporting standards under NI 81-106 and IFRS Partner with product, legal, and compliance teams on prospectus renewals, fund launches, and ad hoc regulatory requirements – delivering expert input that accelerates timelines, not slows them Support board reporting and corporate fund management reporting, including board meeting participation where required Build and maintain the external partner relationships (administrators, auditors, legal counsel) that are essential to the company’s regulatory standing Zero regulatory filing misses.

Every Fund

Facts, ETF Facts, MRFP,



and financial statement delivered on schedule across all Purpose funds, with no material restatements You have documented and operationalized human review controls over all automated reporting workflows, satisfying audit requirements and internal standards Product, compliance, and legal teams regard you as the go-to voice on fund financial reporting – proactively engaged, not reactive Pipeline ready. First-pass data aggregation across fund accounting systems, eliminating manual pull-and-paste cycles Draft generation of standard regulatory filings (Fund Facts, ETF Facts, QPDs) from structured data sources Regulatory change monitoring , surfacing relevant CSA, OSC, and SEDAR updates requiring human review of Purpose’s fund financial statements and regulatory filings – your name, your accountability where accounting standards meet real-world ambiguity in Canadian investment fund structures the relationships with external auditors, fund administrators, and legal counsel that determine how smoothly our filing cycles run Translate regulatory complexity Drive continuous improvement 3–5 years of investment fund accounting or financial reporting experience within the Canadian market Deep working knowledge of NI 81-106, IFRS as applied to Canadian investment funds,



and SEDAR+ filing requirements Demonstrated experience owning a regulatory filing cycle end-to-end – not supporting it Experience with AI-assisted financial reporting tools or workflow automation (Copilot, custom Python scripts, RPA) – you don’t need to have built them, but you need to have used and questioned them CFA designation or progress toward it, demonstrating investment product fluency beyond accounting Familiarity with agentic AI tools or workflow automation in a finance or compliance context You treat Purpose’s regulatory standing as if it were your own firm’s. work for an innovative, people-first, financial services firm that values entrepreneurialism. We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.

Competitive compensation including equity program. 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 – flexible paid time-off policy with flexible vacation days, and adaptable sick and mental health days.

Paid parental leave for eligible employees with a top-up.

We offer training opportunities and tuition support year-round.

Purpose Investments

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.

📌 Manager de Projet Finance/Comptabilité F/H (Toronto)
🏢 Purpose Investments
📍 Toronto