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Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Saint-Jérôme, QC · Caisse Desjardins de la Rivière-du-Nord
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 1 hour ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a…
Added 2 hours ago
RB
Estate Planning Associate (Financial Security Advisor)
Royal Bank of Canada
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 3 hours ago
C
Private Banking Advisor
CIBC
Ottawa, ON
- Full-time
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC…
Added 4 hours ago
QW
Associate Portfolio Manager / Portfolio Manager (Saskatoon)
Q Wealth Partners
Calgary, AB
- Full-time
Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
Added 4 hours ago
AW
Bilingual Customer Success Associate / Associé(e) bilingue à la réussite client
Agora Wealth
Mississauga, ON
- Full-time
We are a modern AI wealth management platform built for independent advisors and dealer partners who want to grow, operate efficiently, and deliver better client outcomes - without…
Added 5 hours ago
MG
Business/Admin Temp.
Maplesoft Group, an SEB Company
Mississauga, ON
- Contract
Previous experience in wealth management, mutual fund dealer operations, banking, customer service, dealer support, or call centre environments.
Added 5 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
…downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth…
Added 5 hours ago
R
Estate Planning Associate (Financial Security Advisor)- EN
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 5 hours ago
Banking Advisor Trainee - Huntsville Place Mall Branch
Scotiabank
Huntsville, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
…remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 5 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 6 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 6 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth…
Added 7 hours ago
Y
Associate Portfolio Manager / Portfolio Manager (Saskatoon)
YouPotential
Calgary, AB
- Full-time
Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
Added 7 hours ago
RM
Sales Associate | West Edmonton Mall (October - January)
Rocky Mountain Soap Company
Edmonton, AB
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 7 hours ago
R
Estate Planning Associate (Financial Security Advisor)
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 7 hours ago
B
Business Architect Portfolio Management - Rise Program
BMO
Toronto, ON · FCP
- Full-time
Working knowledge of wealth-management operations, including SMA/UMA centralized trading and Advisor-as-Portfolio-Manager programs.
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 7 hours ago
Financial Advisor - College Heights, Prince George, BC
Scotiabank
Prince George, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
…remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 8 hours ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 8 hours ago
RB
Associate
Royal Bank of Canada
Laval, QC
- Full-time
…remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning…

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.

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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