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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 Much of what is available to the average Canadian investor today is outdated and expensive.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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