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Investment Advisor I
TD
St. Catharines, ON
- Full-time
…Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge…
Added just now
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Developing Investment Advisor
TD
Calgary, AB
- Full-time
…Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge…
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Developing Investment Advisor
TD
AB
- Full-time
…Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge…
Added just now
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VP, Debt Capital Markets, Corporate & Investment Banking
TD
Toronto, ON
- Full-time
…and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and financing…
Added just now
BM
Chocolate Lovers Wanted! – Seasonal Retail Sales Associates P/T – Orchard Park shopping centre
Brand Momentum
Kelowna, BC
- $18.5 CAD / hour
- Part-time
…looking for a warm, polished, and customer-focused Chocolate Advisor to join our team and deliver an exceptional in-store experience. If you have a passion for premium products, enjoy…
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ME
Seasonal Store Advisor
Mountain Equipment Company
Burlington, ON
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 30 mins ago
CA
Brand Engineer
Calico AI
Toronto, ON
- Full-time
…brand signs, you own the plan for how Calico fits into their product creation process and you stay embedded with them until it is live in production, adopted by their teams, and measurably…
Added 46 mins ago
PC
Store Manager - Harvest Pointe
Plantlife Cannabis
AB
- $20 to $21 CAD / hour
- Full-time
Proven experience as a sales advisor or another guest service/sales role
Added 46 mins ago
SL
Marketing Content Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
As our Marketing Content Specialist, Advisor Content & Creative, you will translate marketing strategies and business objectives into clear, effective content and creative approaches that…
Added 1 hour ago
MB
Business Advisor
Modern Beauty Supplies
Courtenay, BC
- Full-time
We are currently seeking a motivated, relationship-focused Business Advisor (Independent Contractor) to represent Modern Beauty and support professional beauty clients across the North…
Added 1 hour ago
UltraLuxe Destination Expert (Internal)
Range Group - Job Postings
Canada
You will act as a trusted travel advisor, using your destination expertise and knowledge of the luxury travel landscape to create exceptional, highly personalized itineraries. From the…
Added 1 hour ago
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Dynamics 365 F&O Senior Supply Chain Management Consultant
BDO
AB · Winnipeg, MB · Montreal, QC · Halifax, NS · Calgary, AB
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations
Added 1 hour ago
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Chief Marketing Officer Canada
Manulife
Toronto, ON
- Full-time
The role partners closely with business, distribution, product, operations and technology leaders to translate commercial priorities into data-driven, insight-led marketing strategies that…
Added 1 hour ago
ServiceNow Senior Technical Advisor
Bell
Montreal, QC
Bell is seeking a highly experienced ServiceNow Senior Technical Advisor to provide technical leadership across our enterprise ServiceNow ecosystem. The role guides solution design,…
Added 1 hour ago
TM
Manager, Contracts
Terumo Medical Corporation
Vaughan, ON
- $88,600 to $124,300 CAD / year
- Full-time
This role will also serve as a key advisor on contracting best practices, process improvement, and policy governance while operating with significant autonomy and influencing strategic…
Added 1 hour ago
CW
President
Canada Wood Group
Vancouver, BC
- Part-time
…priorities and the funding environment. As the Board’s principal advisor and the organization’s senior representative, the President brings together the perspectives of members, government…
Added 1 hour ago
BT
Territory Sales Manager
Bumper to Bumper Canada
Barrie, ON
- Full-time
Present compelling product solutions and value propositions to customers.
Added 1 hour ago
GP
PSR Catalog & TM Forum Enterprise Architect
Global Pharma Tek
Canada
- Contract
Design and author the end-to-end Product-Service-Resource (PSR) catalog model spanning the full customer journey, Day -1 through Day 2, across Buy, Get, Pay, and Support.
Added 1 hour ago
MS
Technical Sales Specialist
ML6 Search + Talent Advisory
Calgary, AB
- Full-time
Serve as a trusted technical advisor, providing guidance, training, application support, and product recommendations to Account Managers and Inside Sales teams.
Added 1 hour ago
LT
Account Manager
Longterm Technology Services
London, ON
- Full-time
…processes and the ability to articulate how our solutions for product design, simulation, and data management can create tangible business…
Added 1 hour ago
PC
Sales Associate - Jagare Ridge
Plantlife Cannabis
AB
- Full-time
Proven experience as a sales advisor or in another guest service/sales role
Added 1 hour ago
PC
Sales Associate - Winterburn
Plantlife Cannabis
Edmonton, AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 2 hours ago
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Product Owner, Product management
Desjardins
Montreal, QC
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 2 hours ago
HG
H&M Sales Advisor
H&M Group
Toronto, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 2 hours ago
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H&M Sales Advisor
H&M
Toronto, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…

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.

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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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