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Added 14 mins ago
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Environmental Enforcement Specialist (REPOST)
Government of Manitoba
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting to the Issue Manager of Environmental Compliance and Enforcement Branch, the Environmental Enforcement Specialist provides expert guidance, oversight, and support for…
Added 14 mins ago
KL
Manager, Capital Planning and Delivery
Kawartha Lakes
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The City of Kawartha Lakes is looking for a strategic and collaborative leader to join our Community Services team as Manager, Capital Planning and Delivery.
Added 14 mins ago
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Manager - Programs Management, Strategy, Process & Tools
Bombardier
Montreal, QC
- Full-time
You hold a bachelor’s degree in Engineering, Business Administration, or related field
Added 14 mins ago
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Summer Student – Gleichen, AB
Paterson Grain
Gleichen, AB
- Full-time
…team at a Paterson Grain location. Reporting to the Location Manager, you will be responsible for assisting and shadowing various staff at the location, with a view to ensuring quality in…
Added 14 mins ago
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Management Trainee
Enterprise
Cornwall, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 14 mins ago
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Senior Employment Services Manager-FT-Kitchener, Waterloo, Barrie- Term
Serco
Kitchener, ON
- Full-time
As the Senior Employment Services Manager you will manage the full cycle of the Serco portfolio for the assigned Catchment Area: supporting, developing and challenging service delivery…
Added 14 mins ago
RC
Account Manager
Rexel Canada
London, ON
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in London, ON you will develop strategies to increase sales growth in our existing customer database. Reporting to the Regional Sales Manager, you will also…
Added 14 mins ago
RC
Account Manager
Rexel Canada
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in Tri City (Kitchener, Waterloo, and Cambridge), you will develop strategies to increase sales growth in our existing customer database. Reporting to the…
Added 14 mins ago
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COLLISION CONSULTANT
Birchwood Automotive Group
Headingley, MB
- Full-time
Reporting Relationship: This position reports directly to the Production Manager
Added 14 mins ago
FC
Manager, District CXPC
FedEx Canada
Mississauga, ON
- Full-time
Knowledge of FedEx field operations, systems, policies and procedures
Added 14 mins ago
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National Account Manager
Cogent Communications
Mississauga, ON
- Full-time
Compliment prospecting and selling efforts through field work such as building walks, lobby events, property management relationships, and customer face to face meetings
Added 14 mins ago
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Scientific Education Program Administrator
ISCT, International Society for Cell & Gene Therapy
Vancouver, BC
- Full-time
…therapy, the fastest growing scientific and innovative medical field today. If you are a driven and ambitious individual who wants to make a difference by supporting the brightest minds in…
Added 14 mins ago
PA
Senior Audit Manager
PKF ANTARES
Toronto, ON
- Full-time
PKF Antares is looking for a dynamic experienced Senior Audit Manager to join our Toronto Office – Audit team. As a key member of our leadership group, you will oversee complex audit…
Added 14 mins ago
EH
Management Trainee
Enterprise Holdings
Cornwall, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 14 mins ago
MR
Gestionnaire de territoire - Ventes - LG
Match Retail
Boucherville, QC · Longueuil, QC
- Full-time
LG Field Sales Representative - Home Entertainment
Added 14 mins ago
MR
Part-Time Sales Associate
Match Retail
Toronto, ON · Willowdale, ON
- $22 CAD / hour
- Part-time
…candidates attend an in-person or virtual interview with the Hiring Manager and relevant team…
Added 14 mins ago
MR
Part-Time Sales Associate
Match Retail
Markham, ON
- $22 CAD / hour
- Part-time
…candidates attend an in-person or virtual interview with the Hiring Manager and relevant team…
Added 14 mins ago
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Team Lead, Accounts Payable
SECURE
Calgary, AB
- Other
Reporting to the Senior Manager, AP & AR, the Team Lead, AP will play a key role within the Finance and Accounting team. This position will provide day-to-day leadership to the Accounts…
Added 44 mins ago
AA
Senior Manager, Canadian Tax
ASSA ABLOY Opening Solutions Americas
Toronto, ON · North York, ON
- Full-time
We are seeking an experienced and strategic Senior Manager, Canadian Tax to lead all aspects of Canadian tax compliance, reporting, planning, and controversy management. This role will…
Added 44 mins ago
FC
Operations Training Specialist
FedEx Canada
Mirabel, QC
- Full-time
Works with the facility Senior Manager, District Staff and the PGH University to determine training gaps.
Added 44 mins ago
HR
QA/QC Engineer
Hitachi Rail
Mississauga, ON
- Full-time
Responsible for supporting assigned Quality Assurance activities and Quality Control activities at the installation and Commissioning site, reporting directly to the on-site QA/QC Manager.
Added 44 mins ago
PM
Sales Manager
Premier Motor Freight INC
London, ON
- Full-time
Role Description The Sales Manager is a full-time, on-site role based in the London, Canada Metropolitan Area. This role is responsible for developing and executing sales strategies to grow…
Added 44 mins ago
HR
Quality Assurance Intern (Winter 2027, 12months)
Hitachi Rail
Toronto, ON
- $23 to $30 CAD / hour
- Full-time
Assist Quality Assurance Manager in follow up on various tasks:
Added 44 mins ago
OC
Account Manager, Outside Sales
OOCL CANADA INC.
Toronto, ON
- $83,000 to $93,000 CAD / year
Work Arrangement: Field-based, with remote work and in-person customer meetings.
Added 58 mins ago
T
Area Manager, Recycling Operations
Technifite
ON · Ontario, Canada
- Full-time
We’re hiring an Area Manager to lead five Material Recovery Facilities (MRFs) across Canada. You’ll own safety, financial results, people leadership, and continuous improvement across the…

Purpose Advisor Solutions

Portfolio Manager

Canada

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

Apply About employer

Applications open in a new tab.

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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