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Purpose Advisor Solutions

Portfolio Manager

Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English · French
Posted: Nov 6, 2026

Original job description

English section of this bilingual listing.

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

Nice to have:

Fluent in French (written and verbal)

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.

Why should you join us?

We are one of Canada's Top Small & Medium Employers' 2023, 2024, 2025 & 2026.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
We care about your rewards - Competitive compensation including equity program.
We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
We care about your family - Paid parental leave for eligible employees with a top-up.
We care about your future – Generous Group RRSP matching and an optional TFSA program.
We care about your development – We offer training opportunities and tuition support year-round.

Advisor Solutions by Purpose is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureTeam@purpose-unlimited.com. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.

Read the full bilingual original

Who is Advisor Solutions by Purpose?

Vacancy Status: This is for a current opening.

Compensation: $110,000 - $140,000

Job Description

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

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

Nice to have:

Fluent in French (written and verbal)

Why Purpose

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.

Why should you join us?

We are one of Canada's Top Small & Medium Employers' 2023, 2024, 2025 & 2026.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
We care about your rewards - Competitive compensation including equity program.
We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
We care about your family - Paid parental leave for eligible employees with a top-up.
We care about your future – Generous Group RRSP matching and an optional TFSA program.
We care about your development – We offer training opportunities and tuition support year-round.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.

Purpose Unlimited est une société de services financiers indépendante résolument axée sur l’innovation centrée sur le client, grâce à des solutions technologiques. Dirigée par l’entrepreneur Som Seif, l’entreprise développe une plateforme de produits diversifiée destinée à répondre aux besoins de segments du marché historiquement mal desservis. Parmi les entreprises de Purpose Unlimited figurent Purpose Investments, Advisor Solutions by Purpose et Driven.

Qui est Advisor Solutions by Purpose?

Advisor Solutions by Purpose, filiale de Purpose Unlimited, est une entreprise de technologie financière innovante qui offre des technologies et des services modernes de gestion de la clientèle et de la pratique aux entreprises indépendantes de gestion de portefeuille et de conseil financier au Canada. Reconnue par Wealth Professional Magazine comme le fournisseur de services technologiques en gestion de patrimoine de l’année 2023 et comme l’un des meilleurs employeurs de petite et moyenne taille au Canada en 2023, Advisor Solutions by Purpose propose une solution complète qui simplifie la pratique des conseillers et permet aux clients d’accéder plus facilement à de meilleurs services pour atteindre leurs objectifs financiers. Pour en savoir plus, visitez https://www.purposeadvisors.com.

Harness Investment Management Inc. (Harness) est inscrite partout au Canada à titre de gestionnaire de portefeuille et de courtier sur le marché dispensé. Elle offre des services de gestion discrétionnaire de placements à des clients particuliers et institutionnels.

Statut du poste : Il s’agit d’un poste actuellement à pourvoir.

Rémunération : 110 000 $ – 140 000 $

Description du poste

Chaque décision de portefeuille prise pour une firme partenaire renforce sa confiance envers Purpose ou compromet les dix prochaines années de cette relation. Nous recherchons le gestionnaire de portefeuille qui assume cette décision, et qui sait la transformer en nouvelles affaires.

Ce que vous ferez et ce dont vous serez responsable

Être le premier appel du conseiller, et non celui qu’il fait seulement lorsque la situation s’est déjà dégradée
Assurer un rythme de service proactif : revues de portefeuille planifiées, revues trimestrielles des activités avec les firmes partenaires et suivis réguliers auprès des conseillers
Bâtir des portefeuilles personnalisés qui reflètent une réelle empathie envers le client, et non des répartitions génériques auxquelles on a simplement ajouté son nom
Mobiliser les équipes de négociation, de produits, de service et des ventes autour d’occasions clients complexes, en sollicitant activement les bonnes personnes pour gagner et faire croître les mandats, et non simplement en signalant leur existence
Atteindre et dépasser de façon constante vos cibles de croissance, de rétention et vos indicateurs de rendement clés (ICR)

Le partenariat humain-IA

L’IA prend en charge une partie de l’agrégation de données et de la production de rapports de routine. Vous consacrez votre temps là où l’IA ne peut pas intervenir : cerner ce dont un client a réellement besoin, résoudre la plainte qui aurait pu coûter la relation et bâtir la confiance qui empêche une firme partenaire de confier son mandat à un autre.

Qualifications : ce que vous devez apporter

Titre CFA ou CIM
De 3 à 5 ans d’expérience en gestion de portefeuille, en conseil en placement ou en gestion de patrimoine, avec un contact direct avec la clientèle
Maîtrise du français (à l’écrit et à l’oral), avec la capacité de communiquer avec assurance auprès des clients et des collègues
Un bilan avéré d’atteinte et de dépassement des ICR
Baccalauréat en finance, en économie, en administration des affaires ou dans un domaine connexe

C’est agréable d’avoir :

Maîtrise du français (écrit et parlé)

Pourquoi Purpose

Le réseau de partenaires de Purpose est en pleine croissance, et ce poste est au cœur de cette expansion. Il s’agit de gestion de portefeuille axée sur une véritable croissance et de véritables relations, et non sur une prestation de services de routine.

Racontez-nous une occasion où vous avez transformé une relation avec une firme partenaire en un volume d’affaires supérieur à celui prévu au mandat.

Si c’est une histoire dont vous êtes fier(ère), nous aimerions l’entendre.

Pourquoi vous joindre à nous?

Nous figurons parmi les meilleurs employeurs de petite et moyenne taille au Canada en 2023, 2024, 2025 et 2026.
Nous croyons en l’innovation et en une culture dynamique : travaillez pour une société de services financiers innovante, qui place les gens au premier plan et valorise l’esprit entrepreneurial.
Nous croyons en une structure de travail flexible : un modèle de travail hybride flexible qui vous permet de donner le meilleur de vous-même, que ce soit à la maison ou au bureau.
Nous tenons à votre rémunération : une rémunération concurrentielle, y compris un programme d’actionnariat.
Nous tenons à votre santé : une assurance collective complète (soins de santé et soins dentaires) et une assurance vie à coût minime, voire nul, pour vous. Nous offrons également un compte de dépenses axé sur le mieux-être pour tous vos besoins en la matière.
Nous tenons à votre qualité de vie : une politique flexible de congés payés couvrant les vacances, la maladie et les jours de santé mentale.
Nous tenons à votre famille : un congé parental payé avec complément de salaire pour les employés admissibles.
Nous tenons à votre avenir : un généreux programme de cotisations équivalentes au REER collectif et un programme facultatif de CELI.
Nous tenons à votre perfectionnement : nous offrons des occasions de formation et une aide aux frais de scolarité tout au long de l’année.

Advisor Solutions by Purpose est un employeur qui souscrit au principe de l’égalité en matière d’emploi, et nous nous engageons à favoriser un milieu de travail inclusif et sans obstacle pour tous les employés et candidats. Nous encourageons toutes les personnes qualifiées à postuler. Si des mesures d’adaptation sont nécessaires à n’importe quelle étape du processus de recrutement, veuillez communiquer avec un membre de l’équipe Personnes et Culture à PeopleCultureTeam@purpose-unlimited.com. Nous remercions tous les candidats de leur intérêt; toutefois, seules les personnes retenues pour une entrevue seront contactées.

Notre philosophie de travail repose sur un modèle hybride qui favorise la flexibilité et la collaboration.

Les candidats doivent être légalement autorisés à travailler au Canada. Aucun parrainage en matière d’immigration n’est offert pour ce poste.

Nous pouvons recourir à des technologies d’intelligence artificielle pour faciliter le tri, l’évaluation ou la sélection des candidats à ce poste. Les décisions d’embauche finales sont prises par des examinateurs humains qualifiés.

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More about this job

Responsibilities

Manage and personalize client portfolios while serving as the primary contact for advisor partners through proactive reviews and regular check-ins. Coordinate internal teams to develop complex client opportunities, grow mandates, resolve issues, and meet growth, retention, and KPI targets.

Requirements

Candidates must hold a CFA or CIM designation, have 3–5 years of client-facing experience in portfolio management, investment advisory, or wealth management, and demonstrate a record of meeting and exceeding KPIs. A bachelor's degree in finance, economics, business, or a related field is required; French fluency is listed as a nice-to-have in the English posting.

Skills

Portfolio Management
Investment Advisory
Wealth Management
Portfolio Construction
Investment Management
Client Service
Business Development
Client Retention
KPI Management
Cross-Functional Collaboration
Complaint Resolution
Financial Analysis
Communication

Benefits

Equity Program
Health Insurance
Dental Insurance
Life Insurance
Lifestyle Spending Account
Flexible Paid Time Off
Paid Parental Leave
Group RRSP Matching
Optional TFSA Program
Training Opportunities
Tuition Support

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
CFA
CIM
Investment Advisory
Wealth Management
Discretionary Investment Management
Portfolio Construction
Partner Firms
Business Development
Client Retention
KPI Management
Portfolio Reviews
Quarterly Business Reviews
Advisor Services
Financial Services
Financial Technology
Artificial Intelligence
Data Aggregation
Reporting
Investment Products
Cross-Functional Collaboration
Complaint Resolution
Growth Strategy
French

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