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Added 26 mins ago
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HSE Advisor
AtkinsRéalis
Toronto, ON
- Full-time
The HSE Advisor will assist the Regional HSE Manager in the development, implementation, and ongoing maintenance of health, safety, and environmental (HSE) programs and initiatives across…
Added 26 mins ago
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Customer Success Manager
CDW
Toronto, ON
- Full-time
…and optimizing the value they derive from our products and services. You will play a key role in building strong, lasting relationships with clients/customers. The ideal candidate should…
Added 41 mins ago
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Senior Associate, Process Risk and Controls
RSM US LLP
Toronto, ON
- Full-time
Develop an understanding of client industries and business environments to become a trusted advisor.
Added 1 hour ago
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Civil Land Development Engineer
Dillon Consulting Limited
Calgary, AB
- Full-time
…both internal and external stakeholders? Are you a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation in a flexible work environment, this opportunity is for…
Added 1 hour ago
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Client Advisor
RBC
Scugog, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Specialist, Business Development, Newcomers
RBC
Montreal, QC
- Full-time
…well as other needs that extend beyond traditional banking services. Whether you're showing newcomers how to use digital banking, assisting with their onboarding as new clients, referring…
Added 1 hour ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management,…
Added 1 hour ago
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Client Advisor
RBC
Bridgewater, NS
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
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Banking Advisor
RBC
Moosomin, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Client Advisor
RBC
Kenora, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Client Advisor
RBC
Thunder Bay, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Client Advisor
RBC
Flin Flon, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
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Client Advisor
RBC
Virden, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 2 hours ago
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Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
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Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 2 hours ago
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Associate Director - Cloud Technology Advisor
Kyndryl
Calgary, AB · BC
- Full-time
Develop and execute account growth strategies aligned to client business objectives.
Added 4 hours ago
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Level IV Quality Engineer (QE)
Robertson & Company Ltd.
Toronto, ON
- Contract
The resource will build and maintain automated API/integration test suites that validate advisor-facing data, application/transaction lifecycle status (eTrack) and client statements/tax…
Added 4 hours ago
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Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 4 hours ago
SAP Client Delivery Manager
NTT DATA Services
Toronto, ON
…in contact with the Management / C-Level and acts as trusted advisor who grows the business by driving the client’s digital transformation and generating higher customer value. The CDM…
Added 5 hours ago
SENIOR ENTERPRISE TECHNOLOGY PROCUREMENT & CONTRACT SPECIALIST
City of Toronto
Toronto, ON
…contract administration and close-out. The role sits between client divisions and service delivery within the Technology Services Division (TSD), acting as both a strategic advisor and an…
Added 5 hours ago
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Client Advisor
Royal Bank of Canada
Virden, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Flin Flon, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 5 hours ago
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Coordinator, Region Office Operations, Kelowna, BC
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…

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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