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Added 2 mins ago
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Senior AI Architect
AltaML
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
High client satisfaction and measurable business impact
Added 2 mins ago
T
Segment Risk Specialist – Technology and Cyber Risk Management (ATH 5304)
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 mins ago
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Sr. Manager, Business Management
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 mins ago
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Customer Experience Associate (Future Oppurtunites)
TD
Toronto, ON
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 mins ago
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Bus Mgmt Specialist
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 mins ago
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Area Sales Manager Industrial Automation
Exact Match Recruitment
ON · Ontario, Canada
- Full-time
Exact Match is a strategic recruitment partner focused on connecting experienced Professions with exceptional employers across Canada and the USA.
Added 2 mins ago
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Compensation Analyst
Insight Global
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
…returned results into internal systems. Additionally you will partner with HRIS on geographic zoning and location alignment and support the Compensation Advisors and Total Rewards team by…
Added 2 mins ago
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Auto Insurance Trainee
HUB International
Castlegar, BC
- $40,000 to $45,000 CAD / year
- Full-time
…individuals and businesses protect what matters most. When you partner with HUB, you're joining a vast network of insurance, risk, employee benefits, retirement, and wealth management…
Added 2 mins ago
LT
Account Manager
Longterm Technology Services
London, ON
- Full-time
…This role is a vital part of our team, focused on driving new business development and revenue growth by identifying client pain points and proposing optimal solutions from our portfolio of…
Added 2 mins ago
KS
Director, Strategic Accounts (Food/CPG)
Kelly Services (Canada), Ltd.
Brantford, ON
- $135,470 to $169,337 CAD / year
- Full-time
Partner closely with New Product Development, Supply Chain, Procurement and Operations to deliver customer requirements.
Added 18 mins ago
FL
Manager, Business Enterprise Solutions Team
Fuller Landau
Hamilton, ON
- Full-time
The Manager will lead various client engagements within our Business Enterprise Solutions Team (BEST). This group is responsible for bookkeeping, payroll, managing banking and finance…
Added 18 mins ago
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Senior AI Architect
AltaML
AB · Toronto, ON · Calgary, AB
- Full-time
High client satisfaction and measurable business impact
Added 32 mins ago
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Operations Officer II
TD
Mississauga, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 32 mins ago
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Manager, Audit & Internal Controls (2 -Year Contract)
Vaco by Highspring
Mississauga, ON
- $70 to $80 CAD / hour
- Contract
Partner with Finance and business leaders to design, implement, and embed effective financial reporting controls.
Added 32 mins ago
VB
Senior Financial Analyst, FP&A (12-Month Contract)
Vaco by Highspring
Toronto, ON
- $50 to $70 CAD / hour
- Contract
Taking ownership as a finance partner for designated product and business portfolio(s), delivering reporting, performance management analysis, and budgeting/ forecasting
Added 32 mins ago
CE
Pricing Analyst / Analyste de la tarification
Carrier Enterprise Canada
Brampton, ON
- $85,000 to $105,000 CAD / year
- Full-time
Partner cross-functionally with Sales, Finance, and Operations teams to align pricing strategies with business objectives
Added 32 mins ago
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Construction Scheduler- Highway project
AECOM
Mississauga, ON
- $100,000 to $130,000 CAD / year
- Full-time
Maintains client level schedules and collaborates with other schedulers to align and integrate schedule interfaces feed into the master program schedule.
Added 34 mins ago
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Director Nursing Services
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…and objectives of JRI. The DOC supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course correction…
Added 34 mins ago
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Account Manager, Real Estate Market
Desjardins
Montreal, QC · Quebec, QC · Desjardins Entreprises - Caisses de Groupes
- Full-time
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with big strategic clients operating in the commercial sector, with a view to…
Added 34 mins ago
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Relationship Manager, Commercial Banking
CIBC
Grande Prairie, AB
- Full-time
You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing…
Added 34 mins ago
CB
Estimator - Intermediate/Senior (CB)
Clark Builders
Edmonton, AB
- Full-time
Develop and maintain relationships with clients, architects, design community, and trade partners to enhance future business development opportunities.
Added 34 mins ago
IT Business Systems Analyst
The Canada Life Assurance Company
London, ON · Toronto, ON
Our Canada Technology team is a strategic partner in our business – with an ambition to be a forward-thinking, agile technology organization delivering secure, resilient and leading…
Added 34 mins ago
Talent Service and Delivery - Program Lead - Associate Director
EY
Toronto, ON
…improve the EY employee experience, enable HR teams, and support business leaders with high-quality Talent services and…
Added 34 mins ago
Canada Tax Technology Group (CTTG) - Manager, AI Adoption & Enablement - Vancouver
EY
Vancouver, BC
This role sits at the intersection of business innovation, productivity, and technology adoption. You will work directly with Tax & Law professionals to identify opportunities where AI can…
Added 34 mins ago
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Contract Driving Instructor (Fort McMurray)
AMA - Alberta Motor Association
Fort McMurray, AB
- Full-time
…new generation of drivers, and the freedom of owning a small business - all with the guidance, client base, and support of Alberta’s largest driving school, AMA Driver Education. Get paid…

Purpose Advisor Solutions

Portfolio Manager

Canada

Compensation: $110,000 - $140,000 · Full-time

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Job details

Pay: Compensation: $110,000 - $140,000
Job type: Full-time
Posting language: English
Posted: Oct 6, 2026

Original job description

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.

Who is Advisor Solutions by Purpose?

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. For more information, please visit https://www.purposeadvisors.com

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.

Vacancy Status: This is for a current opening.

Compensation: $110,000 - $140,000

Job Description

Every portfolio decision made for a partner firm either deepens their trust in Purpose or costs the next decade of that relationship. We're hiring the Portfolio Manager who owns that decision - and owns turning it into new business.

What you will do/ what you will own

Be the advisor's first call, not the one they escalate to when something's already wrong
Run a proactive service cadence - scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins
Build personalised portfolios that reflect real empathy for the client, not templated allocations with their name on them
Align trading, product, service and sales behind complex client opportunities - actively pulling in the right people to win and grow mandates, not just flagging that they exist
Consistently meet and exceed your growth, retention, and KPI targets

The Human-AI Partnership

AI handles some of the routine data aggregation and reporting. You spend your time where AI can't: reading what a client actually needs, resolving the complaint that could have cost the relationship, and building the trust that keeps a partner firm from shopping the mandate elsewhere.

Qualifications: What you must bring

CFA or CIM designation
3–5 years in portfolio management, investment advisory, or wealth management, client-facing
A demonstrated track record of meeting and exceeding KPIs
Bachelor's degree in Finance, Economics, Business, or related field

Why Purpose

Purpose's partner network is scaling right now, and this role sits at the center of that growth - this is portfolio management built around real growth and real relationships, not routine service delivery.

Tell us about a time you turned a partner-firm relationship into more business than the mandate on paper called for.

If that's a story you're proud of, we'd like to hear it.

Apply About employer

More about this job

Responsibilities

Manage partner-firm relationships as the primary advisor contact, provide proactive portfolio reviews and check-ins, and build personalized client portfolios. Coordinate trading, product, service, and sales teams to grow mandates while meeting growth, retention, and KPI targets.

Requirements

Candidates must hold a CFA or CIM designation and have 3–5 years of client-facing experience in portfolio management, investment advisory, or wealth management. A bachelor's degree in Finance, Economics, Business, or a related field and a demonstrated record of meeting or exceeding KPIs are required.

Skills

Portfolio Management
Investment Advisory
Wealth Management
Portfolio Construction
Discretionary Investment Management
Client Service
Business Development
Client Retention
KPI Management
Investment Trading
Financial Advisory
Complaint Resolution
Cross-Functional Collaboration

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Manager
Portfolio Management
CFA
CIM
Investment Advisory
Wealth Management
Discretionary Investment Management
Exempt Market Dealer
Portfolio Reviews
Quarterly Business Reviews
Partner Firms
Personalized Portfolios
Investment Trading
Product Management
Business Development
Mandate Growth
Client Retention
KPI Targets
Financial Services
Financial Technology
Advisor Practice Management
Client Management Technology
Complaint Resolution
Cross-Functional Collaboration

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