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Added 22 mins ago
PC
Area Manager - M&M Food Market
Parkland Corporation
Calgary, AB
- Full-time
We are currently recruiting for an Area Manager with previous multi-unit management experience in a corporate and/or franchise system. This position coversAlberta, British Columbia and…
Added 22 mins ago
S
FT Supervisor Produce - Belmont Market
Sobeys
Langford, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 22 mins ago
S
Liquor Store - Assistant Manager Liquor Store
Sobeys
AB · Edmonton, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 22 mins ago
M
Senior Social Content Specialist
Metrolinx
Toronto, ON
- Full-time
…Content Specialist for a 15 month contract term. Reporting to the Manager, Social Media, this role is responsible for developing, executing, and optimizing organic and paid social media…
Added 51 mins ago
PC
Area Manager - M&M Food Market
Parkland Corporation
AB · Edmonton, AB
- Full-time
We are currently recruiting for an Area Manager with previous multi-unit management experience in a corporate and/or franchise system. This position coversAlberta, British Columbia and…
Added 51 mins ago
SH
Cook | Part-Time | Hotel Victoria
Silver Hotel Group
Toronto, ON
- Part-time
Reporting to the Food & Beverage Manager, the Cook:
Added 51 mins ago
BC
CAD Coordinator
BBA Consultants
Rouyn-Noranda, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 51 mins ago
BC
CAD Coordinator
BBA Consultants
Val-d'Or, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 51 mins ago
SC
Vice President Business Development / Portfolio Manager / Investment Advisor - British Columbia / Vancouver / Vancouver Island- Partner Track
Schwaben Capital Group Limited
Toronto, ON
- Full-time
Investment Advisor / Portfolio Manager - Business Development, Partner Track
Added 51 mins ago
R
Human Resources Manager, (People & Culture) (English Services) (Hybrid/Telework)
Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 51 mins ago
VP
Project Control Specialist
Vancouver Pile Driving
North Vancouver, BC
- $90,000 to $110,000 USD / year
- Full-time
…Office in North Vancouver, BC. Reporting to the Project Controls Manager and working closely with Project Managers and operational teams, this position plays a critical role in planning,…
Added 1 hour ago
GE
Branch Supervisor - Welland
Gerrie Electric Wholesale Ltd.
Welland, ON
- Full-time
Our success is powered by our people. We invest in the training & development of our employees and encourage career growth across all areas. We celebrate success and show recognition for a…
Added 1 hour ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
…decision making within Client-Partner organizations through the development of business case analysis, functional space programming and other…
Added 1 hour ago
BC
CAD Coordinator
BBA Consultants
Sept-Îles, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 1 hour ago
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Retail Keyholder, Sandro, Richmond, McArthurGlen Designer Outlet
SMCP – Sandro, Maje, Claudie Pierlot, Fursac
Richmond, BC
- Temporary
…leadership team. Our culture thrives on engagement, inclusivity, and corporate social responsibility, ensuring that our success is built on both innovation and care for our planet. By 2030,…
Added 1 hour ago
DC
Coordinator, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
…demonstrating our commitment to excellence and professional…
Added 1 hour ago
BC
CAD Coordinator
BBA Consultants
Mont-Tremblant, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 1 hour ago
DC
Technical Specialist, Project Management (Project Assistant)
Defence Construction Canada
Petawawa, ON
- Full-time
…decision making within Client-Partner organizations through the development of business case analysis, functional space programming and other…
Added 1 hour ago
BC
CAD Coordinator
BBA Consultants
Quebec, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 1 hour ago
BC
CAD Coordinator
BBA Consultants
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 1 hour ago
CC
Production Manager
Cintas Canada
AB · Edmonton, AB
- Full-time
Cintas is seeking a Production Manager. The Rental Production Manager is responsible for creating a high performing operational environment with a team that is focused, motivated, and…
Added 1 hour ago
BC
CAD Coordinator
BBA Consultants
Montreal, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 1 hour ago
CA
Maintenance Technician
Centurion Associates Inc
Ottawa, ON
- Full-time
Operate properties consistent with the expectations of Centurion’s corporate standards and approved annual budgets. Be responsible for ensuring all Centurion Property Associates’ policies…
Added 1 hour ago
CP
Officer, Human Resources Business Partner (Field)
Canada Post / Postes Canada
AB · Edmonton, AB
- Full-time
With collaboration and direction from the HRBP Manager, the HRBP Officer leverages a broad understanding of the business and partners with HR subject matter experts (SMEs) and regional…
Added 2 hours ago
TS
Institutional Equity Salestrader
TD Securities
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…

Purpose Advisor Solutions

Portfolio Manager

Canada

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

Apply About employer

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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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