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Added 10 mins ago
TH
Registered Nurse (RN) - PT Permanent, Erie Shores Residence
The Hospice of Windsor and Essex County
Leamington, ON
- $36.45 to $45.84 CAD / hour
- Part-time
…the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Practical Nurses, Personal Support Workers, Coordinator of Volunteers, Social Workers and…
Added 12 mins ago
Senior Manager, VOC Transformation Delivery
Scotiabank
Toronto, ON
The Senior Manager, VoC Transformation Delivery is responsible for leading strategic initiatives that enhance how the Bank captures, understands, and acts on client feedback. The role acts…
Added 12 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total…
Added 12 mins ago
T
Law Clerk III
TD
Toronto, ON · Montreal, QC
- Full-time
Review contracts, and interpret and draft complex legal documents under Legal Counsel direction.
Added 12 mins ago
T
Bilingual Contact Center Rep II, Digital Services
TD
Ottawa, ON · Markham, ON
- Full-time
Provide exceptional inbound and/or outbound service and/or advice support to customers/partners on a range of moderately complex financial products and services.
Added 12 mins ago
T
Product Control Analyst
TD
Toronto, ON
- Full-time
…valuation, and reporting of financial instruments for financial accounting purposes, the successful candidate will work with different stakeholders to ensure that business lines adhere to…
Added 12 mins ago
T
Sr. IT Ops Analyst (Azure Public Cloud Operations)
TD
Toronto, ON
- Full-time
Manage non-standard/complex P1, P2 (major incidents), P3, and P4 incidents and service requests.
Added 12 mins ago
T
Relationship Manager III, Business Banking
TD
Toronto, ON · Mississauga, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 12 mins ago
T
Early Talent Recruiter
TD
Toronto, ON
- Full-time
Critical thinking with an ability to see the "big picture" in a complex matrixed environment
Added 12 mins ago
T
Applied Machine Learning Scientist II
TD
Toronto, ON
- Full-time
Analyze large and complex - structured and unstructured - datasets (scaling to petabytes), deploy deep learning techniques including large language models to develop solutions.
Added 12 mins ago
T
Relationship Manager
TD
Vaughan, ON · Concord, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 12 mins ago
T
Manager, Engineering – Easy Apply & Digital Onboarding Platform
TD
Toronto, ON
- Full-time
The Easy Apply Engineering team is seeking a Manager, Engineering to lead the delivery, modernization, and operational excellence of TD's enterprise digital onboarding platform. Easy Apply…
Added 12 mins ago
AG
VP of Operations
Apex Group Ltd
Winnipeg, MB
- Full-time
This role requires a hands-on leader who can manage time-sensitive daily processing, resolve complex operational issues, strengthen controls and identify opportunities to improve efficiency…
Added 23 mins ago
TH
Registered Nurse (RN) - PT Permanent, Erie Shores Residence
The Hospice of Windsor and Essex County
Leamington, ON
- $36.45 to $45.84 CAD / hour
- Part-time
…the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Practical Nurses, Personal Support Workers, Coordinator of Volunteers, Social Workers and…
Added 23 mins ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Claims Manager, Auto Personal Lines, you will be the first point of contact for our customers, primarily supporting them by phone. Most of your day will be spent on the…
Added 23 mins ago
S
Senior Manager, VOC Transformation Delivery
Scotiabank
Toronto, ON
- Full-time
The Senior Manager, VoC Transformation Delivery is responsible for leading strategic initiatives that enhance how the Bank captures, understands, and acts on client feedback. The role acts…
Added 23 mins ago
WI
Remediation Project Manager
WSP in Canada
Smithers, BC
- Full-time
Your Impact Starts Here – Are you ready to tackle some of the most complex and rewarding challenges in the industry? In this role, you’ll have the opportunity to collaborate with brilliant…
Added 23 mins ago
WI
Remediation Project Manager
WSP in Canada
Smithers, BC
- Full-time
Your Impact Starts Here – Are you ready to tackle some of the most complex and rewarding challenges in the industry? In this role, you’ll have the opportunity to collaborate with brilliant…
Added 23 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Sr. Claims Manager, Property & Motor you will handle a portfolio of intermediate to complex commercial auto claims to resolution, while providing technical guidance to…
Added 25 mins ago
WI
Remediation Project Manager
WSP in Canada
Terrace, BC
- Full-time
Your Impact Starts Here – Are you ready to tackle some of the most complex and rewarding challenges in the industry? In this role, you’ll have the opportunity to collaborate with brilliant…
Added 25 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Toronto, ON
- Full-time
Reporting to the Sr. Claims Manager, Property & Motor you will handle a portfolio of intermediate to complex commercial auto claims to resolution, while providing technical guidance to…
Added 25 mins ago
ZC
Claims Call Centre Associate - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Claims Manager, Auto Personal Lines you will manage complex technical duties and specialized/pilot projects for commercial lines of business, handle intake of claims…
Added 25 mins ago
WI
Senior Estimator
WSP in Canada
Brossard, QC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 25 mins ago
WI
Senior Estimator
WSP in Canada
Montreal, QC
- Full-time
Based out of any of our listed offices across Canada, and reporting to the Estimating Manager, you will support WSP's national Energy, Resources and Industry Project Controls team as a…
Added 25 mins ago
OI
Sales Representative (Home, Auto & Lifestyle) - 12-month contract
Orbit Insurance Services
Waterloo, ON
- Contract
Reporting to the Senior Manager, Sales for the Ontario Region, you will handle inbound calls from customers seeking quotes or looking to expand their coverage. Your role is to uncover…

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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