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Added 16 mins ago
SC
Member Experience Advisor - Manning
Servus Credit Union
Edmonton, AB
- Part-time
The Member Experience Advisor role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by…
Added 16 mins ago
VC
Registered Nurse (RN) - Palliative Care
Vancouver Coastal Health
North Vancouver, BC
- $41.42 to $55.91 CAD / hour
- Part-time
…Vancouver, BC! Apply today to speak to a Talent Acquisition…
Added 16 mins ago
C
Principal Corporate Counsel
Cisco
Toronto, ON
- Full-time
As a Principal Corporate Counsel for Cisco Systems Canada Co., you will serve as a strategic legal advisor, driving operational excellence and commercial success. You will provide…
Added 30 mins ago
AY
Client Services Coordinator
Avison Young | Canada
Toronto, ON
- Full-time
…navigate multiple corporate functions, including global lines of service and corporate centers of excellence. You possess strong interpersonal skills and are willing to take on diverse…
Added 30 mins ago
MW
Advisor - Conseiller(ère) | Manulife Wealth
Manulife Wealth
Montreal, QC
- Full-time
Added 30 mins ago
AA
Customer Service Representative/Service Advisor (North York-Thornhill)
Assured Automotive
Vaughan, ON
- Full-time
The Customer Service Representative is responsible for providing an exceptional customer experience, in person, over the phone and emails. They manage working relationships with customers…
Added 30 mins ago
Y
OpenText Exstream SME / CCM Solution Architect
Yochana
Toronto, ON
- Full-time
Serve as the primary onsite SME and trusted advisor for OpenText Exstream-related initiatives.
Added 30 mins ago
W
Lead, Leadership Programs
WestJet
Calgary, AB
- Full-time
…This role is located in Calgary and will operate as a trusted advisor to senior leaders and the HR team. The role leads strategic initiatives related to cross-functional mobility,…
Added 30 mins ago
LF
Securities Administrator (Vancouver/Toronto)
Leede Financial Inc.
Vancouver, BC
- Full-time
Leede Financial is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada. Our diverse group of…
Added 30 mins ago
W
Estate Planning Attorney
W3Global
Vancouver, BC
- $130,000 to $160,000 CAD / year
- Full-time
Collaborate with accountants, financial advisors, and our corporate law team while remaining the client's primary trusted advisor.
Added 59 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Vancouver, BC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 59 mins ago
A
Senior Manager, Data Governance Implementation
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 59 mins ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
Act as a strategic advisor by identifying business opportunities and solutions that align with clients’ financial objectives.
Added 59 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 59 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 59 mins ago
AB
Senior Salesforce Enterprise Architect (hybrid job)
Ateko, backed by Bell Canada
Toronto, ON · Greater Toronto Area, Canada
- Contract
The architect serves as a trusted advisor to delivery teams, solution architects, product owners, and business stakeholders, providing guidance on platform capabilities, design decisions,…
Added 59 mins ago
RC
Senior Associate, Process Risk and Controls
RSM Canada
Toronto, ON
- Full-time
You will be expected to manage multiple priorities, build strong client relationships, coach junior team members, and contribute to high-quality client service delivery.
Added 59 mins ago
VG
HR Business Partner (f/m/d) (14 month contract
Volkswagen Group Canada Inc.
Ajax, ON
- Contract
The HR Business Partner (HRBP) serves as a strategic and operational advisor to designated business units, delivering high-impact HR solutions that foster a high-performance,…
Added 59 mins ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…Associates, and internal partners, you will help coordinate client service and support the day-to-day administration of client…
Added 59 mins ago
NB
Associate Wealth Advisor
National Bank of Canada
Calgary, AB
- Full-time
A career as a Wealth Management Advisor in the National
Added 1 hour ago
BG
Customer Service Representative/Service Advisor (North York-Thornhill)
Boyd Group Services
Toronto, ON · Thornhill, ON
- Full-time
The Customer Service Representative is responsible for providing an exceptional customer experience, in person, over the phone and emails. They manage working relationships with customers…
Added 1 hour ago
B
Senior Manager, Commercial Cards Fraud Strategy
BMO
Toronto, ON · Halifax, NS · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor. Focuses primarily on new build or significant enhancement to existing work, systems, processes, etc. Usually large…
Added 1 hour ago
KS
In-Store Sales Advisor (Full-Time/Part-Time) - Red Deer, AB
Kognitive Sales Solutions
Red Deer, AB
- Full-time
- Part-time
Prior experience in customer service or sales is a bonus; drive and attitude matter more
Added 1 hour ago
KS
In-store Credit Sales Advisor - Winnipeg, MB
Kognitive Sales Solutions
Winnipeg, MB
- Full-time
Prior experience in customer service or sales is a bonus; drive and attitude matter more
Added 1 hour ago
KS
Energy Sales Advisor (Part-Time/Full-Time) - Edmonton, AB
Kognitive Sales Solutions
AB · Edmonton, Alberta
- Full-time
- Part-time
Provide exceptional customer service to ensure a positive experience and foster long-term customer relationships.

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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