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.

Advisor

Solutions by Purpose , a subsidiary of Purpose Unlimited, is an cutting-edge 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.

Harness Investment Management

Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients.

Compensation: $125,000 - $135,000 + cash bonus. As a Senior Relationship Manager at Harness, you will work with our top clients to build the trust, at depth, and grow the Harness platform through relationships that are genuinely irreplaceable. Success doesn’t look like a blitz of outreach or a full pipeline.

It looks like advisors who are deeply engaged, clients who are well served, and a platform that grows because the relationships on it are genuinely strong. Own and deepen relationships with referring advisors on the Harness platform, serving as their primary point of contact and trusted advocate. Grow client assets on the platform—share best practices, identify growth levers,



and help advisors expand their books and elevate how they serve clients.

Collaborate closely with Portfolio Managers to ensure every client experience is seamless and that service expectations are consistently met. Gather and channel advisor feedback to internal teams to inform product, service, and platform improvements. 5+ years in relationship management or client-facing financial services — with a real track record of building trust with sophisticated partners ~ Genuine understanding of the advisor business model and the wealth management ecosystem ~ Bachelor's degree or equivalent experience; relevant industry licenses or designations are an asset. ~ 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 flexible hybrid work model that empowers you to do your best work whether at home or the office.

We care about your rewards - 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. We care about your family - 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.

📌 Strategic Client Service Manager (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto