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Added 2 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 2 mins ago
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Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Added 16 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 16 mins ago
K
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
- Full-time
…accounting and finance related functions. You’ll serve as a trusted advisor to both operations managers and executive management. The Senior Financial Analyst position requires strong…
Added 17 mins ago
LD
Beauty Advisor
London Drugs Limited
New Westminster, BC
- Other
…expertise for all-things beautiful. As a London Drugs BEAUTY ADVISOR, you’ll be a trusted expert to our customers, helping them select the cosmetics and beauty products perfectly suited to…
Added 17 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 31 mins ago
GV
Senior Project Manager Construction & Commissioning / Chef de projet Senior Construction & Mise en service
GE Vernova
Brossard, QC
- Full-time
Added 47 mins ago
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Administrative Assistant, Human Resources (Temporary)
Elk Valley Resources
Elkford, BC
- Full-time
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 47 mins ago
Associate
Richardson Wealth Ltd
Calgary, AB
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 1 hour ago
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Lead, Pharmacy Enablement
McKesson
Edmonton, AB
- Full-time
…known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we…
Added 1 hour ago
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Senior Advisor, Delivery Excellence and Innovation
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Senior Advisor, Delivery Excellence and Innovation, you help transform and continuously improve ServiceNow delivery capabilities, ensuring alignment with industry best practices and…
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
Administrative Assistant, Human Resources (Temporary)
Elk Valley Resources
Elkford, BC
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 1 hour ago
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank
Calgary, AB
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 1 hour ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
AB · Edmonton, AB
- Full-time
…Representative, Sea Logistics Import, where you'll serve as a trusted advisor to customers, ensuring seamless shipment execution while building long-term partnerships. In this…
Added 1 hour ago
Employee Services Supervisor
Pembina Pipeline Corporation
Calgary, AB
…multifunctional team responsible for delivering consistent, high-quality HR services across the…
Added 1 hour ago
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Manager, US Commercial Services Finance
EPCOR
AB · Edmonton, Alberta
- Full-time
Delivering high-quality financial reporting, analysis, and business insights that support operational and business development decision-making while meeting established performance…
Added 1 hour ago
Sr Director RSM Marketing
Rogers Communications
Toronto, ON
Create a clear operating model, shared standards and an inclusive performance culture that strengthens capabilities, develops talent and improves speed, quality and accountability.
Added 1 hour ago
DC
Electrical Engineer
Dillon Consulting Limited
St. John's, NL · Halifax, NS · Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…multidisciplinary team environment? Are you a thought leader, a trusted advisor, and a problem solver? We are currently seeking an Electrical Engineer to join our Halifax team. As our…
Added 1 hour ago
SE
Outside Services Sales Representative (OSSR)
Schneider Electric
Ottawa, ON · ON · UNAVAILABLE, Ontario
- Full-time
This position will drive incremental growth of our Services revenue, cultivate the ‘trusted advisor’ relationship with our end-user / consultant /contractor clients, and provide education…
Added 1 hour ago
BC
Segment Interface Manager
Bechtel Corporation
Toronto, ON
- Full-time
Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting…
Added 1 hour ago
PA
Portfolio Manager
Purpose Advisor Solutions
Canada
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 1 hour ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Ensure reliable measurement and analytics through oversight of GA4, GTM, conversion tracking, attribution, data quality, and technical QA.
Added 2 hours ago
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
…accounting and finance related functions. You’ll serve as a trusted advisor to both operations managers and executive management. The Senior Financial Analyst position requires strong…
Added 2 hours ago
M
Senior Analyst, Transfer Pricing
MNP
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative tax solutions that mitigate clients’ risk of transfer pricing adjustments and…

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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