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. If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts. Possess a strong understanding of documentation requirements for various account transfers (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed. Collaborate with Account Management team—to coordinate successful onboardings,



client maintenance and deliver a seamless client experience.

Collaborate with Product on testing new feature rollouts and elevate matters to internal leadership or custodians when appropriate. Completion of the Canadian Securities Course (CSC) is an asset.

Experience using Zendesk and Excel is 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 adaptable 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.

📌 Associate, Business Operations, Advisor Success (12 Month Contract) (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto