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Added 2 mins ago
Product Developer
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…smooth product development from concept to sample. The Product Manager role is ideal for candidates that thrive in a fast-paced environment while being driven by their passion for footwear…
Added 2 mins ago
IF
Manager, Exclusive Services
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
As a Manager, Exclusive Services, you will play a key role in delivering proactive and personalized service to our clients and sales force. You will act as a facilitator between…
Added 2 mins ago
IF
Underwriter
iA Financial Group
Toronto, ON
- Full-time
…a key role in evaluating group insurance risks, supporting sales activities, and contributing to the profitability and long-term success of the business. This position is a unique…
Added 2 mins ago
IF
Client Relationship Manager, Group Savings and Retirement
iA Financial Group
Montreal, QC
- Full-time
…in group insurance? If so, the role of Client Relationship Manager (CRM) in Group Benefits & Retirement Solutions at iA Financial Group could be the perfect fit for…
Added 2 mins ago
IF
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
iA Financial Group
Toronto, ON · Vancouver, BC
- Full-time
…creating value for clients and partners? As a Client Relationship Manager, Partnerships & Affinity Markets – Special Markets, you will support the national growth, retention, profitability,…
Added 2 mins ago
CA
Leasing Agent
Centurion Asset Management Inc.
Calgary, AB
- 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 2 mins ago
D
Seasonal Brand Ambassador (Full time, Pacific Centre)
Diptyque
Vancouver, BC · CAN - Store Pacific Centre
- Full-time
…share the unique narrative of Diptyque products, and drive sales through exceptional service and brand…
Added 17 mins ago
EL
Recruiter - 12 month contract
Empire Life
Kingston, ON
- $79,200 to $126,500 CAD / year
- Contract
2+ years of full-cycle recruitment experience, or relevant experience in HR, sales, or business development within a corporate environment.
Added 17 mins ago
EL
Human Resources Generalist
Empire Life
Toronto, ON · Greater Toronto Area, Canada
- $79,200 to $126,500 CAD / year
- Full-time
Responds in a timely fashion to business inquiries and employee and manager questions as triaged by Shared Services or the HRBPs.
Added 17 mins ago
M
Sales Support Specialist - Multi-Residential (Contract)
Morguard
Mississauga, ON
- $40,000 to $50,000 CAD / year
- Full-time
Note: This is an 18 month contract role with a possibility of extension. Reporting to the Manager, Sales and Marketing, the Sales Support Specialist succeeds in a fast-paced entrepreneurial…
Added 17 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 17 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 17 mins ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 17 mins ago
L&
Assistant Store Manager - GTA
Lindt & Sprüngli (Canada), Inc
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…continually seeking talented individuals who can inspire teams, drive sales performance, and bring our brand to life in-store. We are looking to connect with qualified candidates for future…
Added 17 mins ago
C
Group Product Manager - Billing & Product Support
CIBC
Toronto, ON
- Full-time
As a Group Product Manager within the Product Management and Digital Solutions team, you will be supporting the Director and Product Managers across various portfolios. In this role you…
Added 17 mins ago
B
Personal Banking Associate
BMO
Surrey, BC
- Full-time
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Added 32 mins ago
CO
Bottling Plant Operator
Culligan of Canada
Edmonton, AB
- $23 CAD / hour
- Full-time
Added 46 mins ago
TH
Flooring Sales Associate : Part Time
The Home Depot Canada
Squamish, BC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 46 mins ago
SR
Branch Manager – Mississauga
Stoney Restoration
Mississauga, ON
- Full-time
Support and coach Project Managers and Operations Leaders to ensure sales activity, revenue targets, and gross margin goals are consistently met
Added 46 mins ago
AI
property manager
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time
Supervise activities of other technical sales specialists
Added 46 mins ago
IF
Gestionnaire principal de la location/Senior Manager Rental
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 46 mins ago
DG
Service Advisor
Dilawri Group of Companies
Vaughan, ON
- Full-time
Reporting to the Service Manager, the Service Advisor will serve as the primary point of contact between customers and the Service Department. The successful candidate will guide customers…
Added 1 hour ago
WC
(CAN) Over-the-Counter Associate
Walmart Canada
Port Coquitlam, BC
- Full-time
Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 1 hour ago
NI
General Manager I
NFI Industries
Delta, BC
- Full-time
The General Manager I is responsible for the operation and financial performance by providing direction and leadership to exempt and non-exempt associates at this facility. This position is…
Added 1 hour ago
GD
GARAGE - Store Manager - Promenades St-Bruno
Groupe Dynamite, Inc Garage
Saint-Bruno, QC
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…

Purpose Advisor Solutions

Portfolio Manager

Canada

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

Apply About employer

Applications open in a new tab.

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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