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.

Purpose

Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. As a key member of the operations team, the Associate supports client servicing by managing account applications, trade requests, and documentation workflows. You'll work daily with Investor Specialists and external institutions to resolve what automation can't, and you'll help design the processes that let the team scale without losing accuracy or care.

This role sits at the point where client trust is won or lost in the details: an account transfer that moves cleanly, an estate settled with care, a discrepancy caught before it becomes a client's problem. As routine processing shifts to AI-assisted workflows, this role owns the exceptions, the relationships, and the judgment calls that keep the operation trustworthy. Assist with handling various forms and inquiries from Investor Specialists related to new client account applications, trade requests and other documents that need to be processes Manage the process of transferring accounts to/from other institutions to ensure a smooth transition for clients Work closely with the Investor Specialist team to manage the settlement of estate accounts, ensuring all required documentation is collected and the process is completed in a timely and efficient manner Monitor and process daily cash movements into the funds,



ensuring accuracy and reconciliation of any discrepancies Contribute to various projects by providing support and insight with the aim to optimize service delivery Automation of first-pass validation on daily fund valuations, pre-fills of standard account application and transfer forms, tracking documentation status, generates routine status updates for Investor Specialists) Experience in the wealth management or financial services industry.

Good understanding of wealth management operations and working cross-functionally with other departments. ~ Experience with SQL and Excel for data analysis ~ Exposure to process improvement or automation projects ~ Comfort working alongside AI-assisted reconciliation or workflow tools ~ Completion of the Canadian Securities Course (CSC) 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 adaptable 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.

📌 Operations Manager - Medical (Vancouver)
🏢 Purpose Investments
📍 Vancouver