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Added 4 mins ago
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Advisor, Personal Insurance (New Business)
Navacord
BC · British Columbia, Canada
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or…
Added 18 mins ago
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Business Development Manager (Bilingual)
Purpose
Montreal, QC
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 18 mins ago
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Everyday Banking Representative
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
Added 18 mins ago
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Account Manager, Commercial Insurance
Navacord
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key contributor to client retention and…
Added 18 mins ago
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Contract & Contingent Workforce Analyst
Adecco
Calgary, AB
- $55 to $70 CAD / hour
- Full-time
…insights. The Analyst works closely with the Category Management Advisor to translate approved commercial and contractual requirements into day-to-day operations and with the Contingent…
Added 18 mins ago
K
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
- Full-time
As a Sr. Finance Analyst, you will lead a team of finance professionals. You and your team will support multiple projects in accounting and finance related functions. You’ll serve as a…
Added 19 mins ago
Senior Advisor, Commercial Services
Inter Pipeline Ltd.
Calgary, AB
Located at the Inter Pipeline Calgary office, the Senior Advisor, Commercial Services, will be a key member of the fast-paced, high-performing Transportation Commercial Team.
Added 19 mins ago
Senior Lending Advisor - Spruceland Shopping Centre - Prince George, BC
Scotiabank
Prince George, BC
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.
Added 19 mins ago
Manager, Business Banking, Client Campaigns - Toronto, ON
Scotiabank
Toronto, ON
Experience in product, marketing, or finance-related roles
Added 19 mins ago
Manager, Financial Planning and Accommodations
Government of Alberta
AB
As a strategic leader and trusted financial advisor, the Manager, Financial Planning and accommodations plays a pivotal role in shaping the Ministry’s fiscal direction and ensuring…
Added 34 mins ago
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Branch Operations Assistant
Royal Bank of Canada
Victoria, BC
- Full-time
Delivers customer service by responding to client inquiries, processing account maintenance requests, and supporting advisor teams with administrative documentation to maintain client…
Added 49 mins ago
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Insurance Client Relations Coordinator
The Vantage Talent Group
Montreal, QC
- $65,000 to $75,000 CAD / year
- Full-time
This individual will play an integral role in supporting the advisor with day-to-day client service, insurance and investment administration, transaction coordination, and business…
Added 50 mins ago
Vice President, Capital Delivery (Healthcare)
Infrastructure Ontario
Toronto, ON
…structuring, and transaction management. The role serves as a trusted advisor on healthcare infrastructure investments and is responsible for guiding projects through critical approvals and…
Added 50 mins ago
Associate
Richardson Wealth Ltd
Calgary, AB
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 50 mins ago
AVP, Advisor Experience and Programs
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 50 mins ago
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Associate
RBC
Toronto, ON
- Full-time
…branch. You will provide administrative support to 2 Investment Advisor teams by ensuring all documentation or requests are done with a high attention to detail. The successful candidate…
Added 50 mins ago
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Senior Advisor, Market Strategy & Commercialization
TransUnion
Burlington, ON · Toronto, ON
- Full-time
…through strategic insights and market activation. As Senior Advisor, Market Strategy & Commercialization, you will be a catalyst for transformation, shaping commercial strategies,…
Added 50 mins ago
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PIA Client Service Associate
TD
St. John's, NL
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 50 mins ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 50 mins ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Mont-Laurier, QC · Caisse Desjardins du Coeur des Hautes-Laurentides
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Mobile Mortgage Advisor (Richmond Hill, ON) - 100% Commission
CIBC
Richmond Hill, ON · ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 1 hour ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 hour ago
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Waterloo, ON
- Full-time
…Capital Management in Waterloo. Led by established Senior Wealth Advisor and Portfolio Manager Shane Silverberg, this growing team delivers personalized wealth management strategies,…
Added 1 hour ago
B
Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
…increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter…

Purpose

Business Development Manager (Bilingual)

Montreal, QC, Canada

Compensation: $70,000 - $75,000 · Full-time

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Job details

Pay: Compensation: $70,000 - $75,000
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 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 Purpose Investments?

Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.

Vacancy Status: This is for a current opening.

Compensation: $70,000 - $75,000

Job Description

Responsibilities: What you will do / What you will own

Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
Initiate phone and digital contact with clients and potential clients to expand relationships.
Provide valuable advice and information regarding Purpose products and services to support advisors in a continuously changing business and environment.
Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles.
Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly.
Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.

Qualifications: What you will bring

Experience in the financial services industry in a similar sales capacity.
Fluent in French (written and verbal), with the ability to communicate confidently with clients and colleagues
Strong knowledge of the fund industry.
Excellent communication skills, with proven ability to excel in verbal and written communications.
Strong time management and organization skills.
Team player with proven ability to collaborate in a fast-paced environment.
Technology savvy.

Additional Information

Hub spot knowledge
Salesforce knowledge
Enrolment in or completion of CFA or CIM
Experience in cold calling, cold emailing, and in a sales environment.
A knack for building relationships and having fun.

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.

Purpose Investments is an equal opportunity 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

Develop and execute a territory business plan with the Wholesaler, build client relationships through phone and digital outreach, and follow up on meetings and events. Advise and support advisors, dealers, and brokers on Purpose products, fund and market trends, and portfolio profiles while maintaining accurate Salesforce records.

Requirements

Candidates should have financial services sales experience, strong knowledge of the fund industry, and fluency in written and spoken French. Strong communication, organization, time management, collaboration, and technology skills are expected; Salesforce, HubSpot, cold outreach, and CFA or CIM enrollment or completion are additional qualifications.

Skills

Business Development
Financial Services Sales
French Fluency
Fund Industry Knowledge
Client Relationship Building
Cold Calling
Cold Emailing
Written Communication
Verbal Communication
Time Management
Organization
Team Collaboration
Portfolio Review
Market Trend Analysis
Salesforce
HubSpot

Benefits

Equity Program
Flexible Hybrid Work Model
Health and Dental Benefits
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

Financial Services
Asset Management
Business Development
Territory Business Plan
Wholesaler
Financial Products
Investment Funds
Fund Industry
Market Trends
Portfolio Profiles
Financial Advisors
Dealers
Brokers
Client Relationships
Cold Calling
Cold Emailing
Digital Outreach
Road Shows
Webcasts
Salesforce
HubSpot
CFA
CIM
French
CRM

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