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Added 8 mins ago
A
Sr. Support Operations Manager
Ashby
Canada
- Full-time
…Engineer keeping our tooling running, a Workforce Management practice ensuring we have the right coverage at the right times, a Quality program that keeps every interaction excellent, and a…
Added 8 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 8 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 8 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 8 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 8 mins ago
RE
Senior Quantitative Research Analyst
RONELLE EXPEDITING CORP
Toronto, ON
- Contract
Promote continuous improvement, encouraging innovation, best practice sharing, and lessons learned to drive organizational excellence and create value.
Added 8 mins ago
WC
Quality Assurance Coordinator
World Courier
Mississauga, ON
- Full-time
…metrics. This includes to act as a first contact for the Country Manager and local team for quality related topics. And to ensure that quality aspects for Transport are adequately…
Added 11 mins ago
SJ
Infection Control Practitioner
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
…through the interpretation of evidence-based standards and best practice recommendations with the primary goal of reducing the risk of transmission of infectious agents and hospital…
Added 11 mins ago
CM
Mental Health Nurse
CASA Mental Health
AB · Edmonton, AB
- Full-time
Reporting to the Program Manager or Program Supervisor, the Mental Health Nurse works collaboratively within an interdisciplinary team to provide and coordinate services, including nursing…
Added 12 mins ago
GC
Assistant Prosecutor - Legal Services (Contract Full-Time)
Grey County
Owen Sound, ON
- Full-time
…practices established by the County, the Provincial Offences Court Manager, and the Supervisor with respect to delivery of service to the…
Added 26 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 26 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 26 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 28 mins ago
Building Maintenance Coordinator
City of Richmond
Richmond, BC · City Hall Annex, British Columbia
Reporting to the Program Manager, Facility Services, this is a supervisory and technical position involving the coordination of maintenance programs including inspection and repair of the…
Added 28 mins ago
GC
Branch Manager
GRAYBAR CANADA
Windsor, ON
- Full-time
Graybar Canada has an exciting career opportunity available. We are currently seeking a Branch Manager to join our Windsor, ON Branch.
Added 28 mins ago
MU
Program Manager
McGill University
Montreal, QC · Ferrier Building
- Full-time
Reporting to the Director of the French Language Centre (FLC), the Program Manager will focus on developing, delivering, planning, and organizing structured programming that supports…
Added 39 mins ago
S
Access Reimbursement Manager
Stratis
Field, BC
- Full-time
In this contracted role, the Access Reimbursement Manager (ARM) is a client-facing and client-customer facing role that will be responsible for managing a dedicated territory to support…
Added 39 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 41 mins ago
WP
Occupational Therapist, Regular Full-Time, Rehabilitation Department
West Parry Sound Health Centre
Parry Sound, ON
- Full-time
Applications are currently being accepted for an Occupational Therapist, reporting to the Clinical Manager of Rehabilitation
Added 41 mins ago
T
Manager, IT Operation Security Remediation
TransLink
Vancouver, BC
- $109,920 to $164,880 CAD / year
- Full-time
…skills through the definition and adoption of a governance practice that uses KPIs and metrics to track and measure the quality of…
Added 43 mins ago
M
Senior Manager, Assurance and Accounting
MNP
Montreal, QC · Laval, QC
- Full-time
Contribute to strategic and operational planning related to client and practice management, as well as the development of new ideas and approaches to improve work processes
Added 43 mins ago
M
Manager or Senior Manager, Cross Border Individual Tax
MNP
Montreal, QC
- Full-time
Strong understanding of business, accounting, management and practice development principles
Added 43 mins ago
JT
Registered Practical Nurse (RPN) - Casual
Jean Tweed Centre
Toronto, ON
- Other
…withdrawal management intervention. This role reports to the Manager, Mental Health and Substance…
Added 43 mins ago
Registered Psychiatric Nurse (N2) - PY1 Mental Health Inpatient Child & Adolescent - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the RPN/RN is responsible for providing professional nursing services for patients, including those with complex and…
Added 43 mins ago
Expatriate Tax - Senior Manager - Vancouver
EY
Vancouver, BC
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility, Expatriate Tax practice. Our People Advisory Services practice (PAS) provides high-quality…

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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