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Added 2 mins ago
TB
store manager - retail
TWO BAY ENTERPRIZES LTD
Moosonee, ON
- Full-time
Determine merchandise and services to be sold
Added 2 mins ago
NH
COMMUNITY HEALTH WORKER II
Northern Health - BC
Burns Lake, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, this position provides home support services to clients in accordance with a pre-established care…
Added 2 mins ago
SB
Business Development Manager - Business & Education
Simply Business
Vancouver, BC
- $65,000 to $75,000 CAD / year
- Full-time
…Premium Education Partner, we provide Apple products, managed IT services, leasing, device lifecycle solutions and Apple Professional…
Added 2 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
The Technical Specialist, Project Management, provides project management services to support the delivery of routine to moderately complex infrastructure and environmental projects. The…
Added 2 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
Job Title: Embedded Software Engineering Manager
Added 2 mins ago
R
Interim Department Manager, Paint/flooring ( 3 Months)
RONA
Cambridge, ON
- Temporary
Access to the GreenShield+ telemedicine platform, including virtual consultations with healthcare professionals and pharmacy services
Added 2 mins ago
R
Department Manager, Seasonal
RONA
Cambridge, ON
- Temporary
Access to the GreenShield+ telemedicine platform, including virtual consultations with healthcare professionals and pharmacy services
Added 2 mins ago
DC
Coordinator, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
The Coordinator, Project Management, provides project management services to support routine infrastructure and environmental projects. The incumbent may also undertake research and conduct…
Added 2 mins ago
DC
Technical Specialist, Project Management (Project Assistant)
Defence Construction Canada
Petawawa, ON
- Full-time
The Technical Specialist, Project Management (Project Assistant), provides project management services to support the delivery of routine to moderately complex building infrastructure and…
Added 2 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
We're looking for an experienced Embedded Software Engineering Manager to lead a team developing software for advanced medical devices. This is primarily a people leadership role with…
Added 2 mins ago
T
Business Development Manager
Tavoron
Winnipeg, MB
- Full-time
Celco Controls seeks an accomplished and results-oriented Business Development Manager to continue to lead and accelerate our business development efforts.
Added 2 mins ago
GC
Analyst, Fund Operations
Guardian Capital Group
Toronto, ON
- Full-time
Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and…
Added 2 mins 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 2 mins ago
A
Hse Manager
Actalent
Calgary, AB
- $80 to $100 CAD / hour
- Contract
Position: HSE Lead / Senior HSE Advisor / HSE Manager
Added 17 mins ago
A
Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
…contact for new team members entering our Everyday Financial Services (EFS) call center, acting as a supportive mentor and trainer. This delivery-focused role combines learning experiences…
Added 17 mins ago
W
Manager, Project Controls
Worley
Markham, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 17 mins ago
YH
Staff Pharmacist - Pharmacy - Regular Part Time
Yukon Hospital
Whitehorse, YT
- Part-time
Reporting to the Pharmacy Manager, the incumbent is responsible for pharmacy services in the hospital which include: the provision of a medication distribution system that meets the needs…
Added 17 mins ago
PV
Keyholder
Pet Valu
Vancouver, BC
- Part-time
…time with our customers. They recommend the best products and services to create the healthiest, most playful life for all pets. They share accountability to drive profit to fuel our growth…
Added 33 mins ago
RM
Clinical Education Coordinator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Temporary
…City of Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides orthopedics and…
Added 33 mins ago
LH
2600002380 - Addiction Counsellor II
Lakeridge Health
Oshawa, ON
- Full-time
Reporting to the Patient Care Manager, Emergency Mental Health, The Addictions Patient Navigator will work collaboratively with the Mental Health and Addictions (MHA) Program and Emergency…
Added 33 mins ago
CA
Maintenance Technician
Centurion Associates Inc
Ottawa, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 33 mins ago
CP
Officer, Human Resources Business Partner (Field)
Canada Post / Postes Canada
AB · Edmonton, AB
- Full-time
Acts as partner, people champion and change agent, while aligning business strategy with HR services and solutions. Works closely with the HRBP Manager, the local management team and HR…
Added 33 mins ago
NS
Occupational Therapist - Rehabilitation Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
The Occupational Therapist works under the supervision of the Manager of Rehabilitation Services. The Occupational Therapist (OT) works in collaboration with the client, caregivers and…
Added 33 mins ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Bridgewater, NS
- Internship
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients who present with actual or potential impairment, pain, functional limitations or…
Added 33 mins ago
FC
Fit4Less Host - Ottawa Walkley Road
Fit4Less Canada
Ottawa, ON
- Part-time
The Host provides friendly customer and membership services and completes daily cleaning and minor maintenance tasks to standards and expectations to deliver Fit4Less’ friendly, clean, and…

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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