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Added 11 mins ago
T
Customer Experience Associate
TD
Shelburne, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Personal Banking Associate (Part time, 18.75h)- L'Assomption
TD
L'Assomption, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Associate Director, Capital Solutions, TDIP
TD
Toronto, ON
- Full-time
TD Innovation Partners (TDIP) is a full-service technology banking platform delivering bespoke, high-touch financial solutions to support technology entrepreneurs at every stage of growth…
Added 11 mins ago
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Personal Banking Associate Trainee
TD
Kitchener, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
BS
Associé(e) aux ventes à temps plein / Full-Time Sales Associate
Browns Shoes
Mont-Royal, QC
- Full-time
Chez Chaussures Browns, nous nous efforçons de créer des expériences client exceptionnelles empreintes de style, de service et de passion.
Added 11 mins ago
T
Customer Experience Associate (Spanish Language Skill an Asset)
TD
Toronto, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
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Associate Director, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Retail Equity Trader is responsible for executing equity and listed option transactions on behalf of Investment Advisors and their clients while delivering best…
Added 11 mins ago
B
Personal Banking Associate
BMO
Surrey, BC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 11 mins ago
B
Client Service Associate
BMO
London, ON · LON
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 11 mins ago
A
Coordinateur.trice de l'expérience client/Customer Experience Coordinator
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Le programme d'avions commerciaux A220 recherche un(e) Coordinateur.trice de l'expérience client pour rejoindre notre équipe Livraison d’Avions basée à Mirabel (Québec, Canada).
Added 11 mins ago
Associate, Risk Engineering Consultant (Property and Casualty)
Chubb
Toronto, ON
Accomplishing client service and close collaboration with clients on the identification and control of claim trends and property casualty related exposures. Providing clients with training…
Added 17 mins ago
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Associate, Financial Planning - Québec- EN
RBC
Montreal, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 17 mins ago
R
Associate, Financial Planning - Québec- EN
RBC
Quebec, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 17 mins ago
W
Financial Services Sales Associate
WBU
AB · Edmonton, AB
- Full-time
As a Financial Service Representative, you'll help individuals, families, and business owners protect their income, build wealth, and plan for life's big milestones. We train you, help you…
Added 20 mins ago
NB
Senior Director - Commercial Banking
National Bank of Canada
Langley (District), BC · City of Langley, BC
- Full-time
Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
Added 20 mins ago
PC
Corporate Tax, Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…that have earned you the reputation of providing excellence in client service focused on helping clients solve their…
Added 20 mins ago
PC
Cloud Architecture & Engineering, Director
PwC Canada
Ottawa, ON
- Full-time
…solvers, helping to solve business issues, deliver high-quality client service and operational efficiency. Responsibilities include but are not limited…
Added 24 mins ago
Customer Experience Associate - 510 Burrard Street, Vancouver, BC
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 34 mins ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Part-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 34 mins ago
NB
MANAGER, COMMERCIAL BANKING
National Bank of Canada
Toronto, ON
- Full-time
Flexibility to occasionally attend client meetings, industry conferences, networking events, and business development activities outside of regular business hours, including evenings and…
Added 36 mins ago
NS
Associate Financial Advisor
NW Strategic Private Wealth Management Group
Vancouver, BC
- Full-time
…the long-term with the highest possible standards of private client…
Added 39 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 39 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 39 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Baie-Comeau, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 39 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Joliette, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.

Purpose Unlimited

Advisor Success - Associate, Business Operations

Toronto, ON, Canada

Compensation: $70,000 - $75,000

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Job details

Pay: Compensation: $70,000 - $75,000
Experience: 2-4 years of proven professional experience in the client servicing or operations role.
Posting language: English
Posted: Oct 16, 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

Vacancy Status: This is for a current opening.

Compensation: $70,000 - $75,000

Job Description

Responsibilities: What you will do/ what you will own

Serve as the primary point of contact between Advisors, Portfolio Managers, clients, and our custodian to ensure client account transactions - including deposits, withdrawals, and internal transfers - are processed accurately and on time.
Possess a strong understanding of cash movements for various client accounts (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RRIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
Proactively manage Advisor requests from intake to resolution, streamlining operations and reducing service disruptions, and escalating matters to internal leadership or our custodian when appropriate.
Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.
Educate Advisors and Portfolio Managers on the importance of following processes across requests and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
Collaborate with the Account Management and Transfer teams to coordinate client service and deliver a seamless client experience.
Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g., Engineering) to address workflow or functionality discrepancies.
Collaborate with Product on testing new feature rollouts; design, implement, and refine processes on the Money Movement desk to ensure exceptional client service.

Qualifications: What you will bring

2-4 years of proven professional experience in the client servicing or operations role.
Excellent client service and verbal and written communication skills.
Outstanding analytical skills with a problem-solving mindset. Someone who can communicate complex ideas in a simple and easy-to-understand way.
You thrive (or excel) in a fast-paced and deadline-driven environment. You must be able to prioritize and execute multiple tasks in a fast-paced, environment providing fast, friendly, and accurate service.

Nice to have:

Completion of the Canadian Securities Course (CSC) is an asset.
Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other departments.
Experience using Zendesk and Excel is an asset.

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.

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More about this job

Responsibilities

Coordinate and process client account deposits, withdrawals, and transfers while serving as the primary contact for Advisors, Portfolio Managers, clients, and the custodian. Resolve service and platform inquiries, communicate process expectations, collaborate across teams, and help test and improve money movement workflows.

Requirements

Candidates should have 2–4 years of experience in client service or operations, strong communication and analytical skills, and the ability to solve problems and manage multiple priorities in a fast-paced environment. Wealth management experience, the Canadian Securities Course, and experience with Zendesk and Excel are assets.

Skills

Client Service
Financial Operations
Cash Movement Processing
Account Transactions
Problem Solving
Analytical Skills
Verbal Communication
Written Communication
Prioritization
Process Improvement
Stakeholder Management
Troubleshooting
Cross-Functional Collaboration
Wealth Management Operations
Zendesk
Microsoft Excel

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

Advisor Solutions
Financial Services
Wealth Management
Client Servicing
Business Operations
Money Movement
Cash Movements
Deposits
Withdrawals
Internal Transfers
Non-Registered Accounts
RRSP
RESP
TFSA
LIF
RRIF
Corporate Accounts
Trust Accounts
Custodian
Portfolio Managers
Account Management
Transfer Operations
Operations Procedures
Compliance
Client Account Transactions
Platform Support
Workflow Troubleshooting
Product Testing
Process Improvement
Zendesk

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