Find work in Canada.

342,009 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 hour ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
AC
Part Time Member Advisor
Affinity Credit Union
Prince Albert, SK
- Part-time
…we want you to join our team! Working as a part-time Member Advisor at our (location) Advice Centre(s), you’ll be a trusted financial partner for our members, delivering exceptional service…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 2 hours ago
HM
Wealth Management Assistant (Licensed)
Harris Mosset Private Wealth Management
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
- On-site
…the overall efficiency of the practice. Key Responsibilities Advisor & Operations Support Provide administrative and operations support to Advisor Team. Follow established workflows,…
Added 4 hours ago
L
Technical Account Manager
Leni
Toronto, ON
- Full-time
Strong account management and client relationship skills, with experience serving as a trusted advisor to enterprise or B2B customers.
Added 5 hours ago
VF
Member Advisor (Vintage Hills Branch)
Valley First
Westbank, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 6 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 7 hours ago
UF
Associate Director, Content Marketing
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Full-time
Serve as a senior content marketing advisor to stakeholders, providing expert counsel and recommendations on messaging, audience engagement, content strategy, and campaign effectiveness.
Added 7 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Kamloops, BC
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 8 hours ago
P
Portfolio Manager, Multi-Asset Wealth Solutions
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 8 hours ago
C
Concepteur de solutions de sécurité (Security Solutions Designer)
Cisco
Montreal, QC
- Full-time
You will provide guidance and assist Security Sellers and Account teams within the territory in a pre-sales technical role, showcasing Cisco security product solutions, setting up…
Added 8 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 9 hours ago
WF
Insurance Advisor
Western Financial Group
Medicine Hat, AB
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers,…
Added 9 hours ago
WB
Growth Director | AI-focused Agency | Hybrid in London, ON | $110-130k + benefits
White Bay
London, ON
- $100,000 to $130,000 CAD / year
- Full-time
The successful candidate will serve as a trusted advisor to clients, owning growth strategies across channels including paid media, SEO, AI-driven search, lifecycle marketing, and CRM.…
Added 9 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Richibucto, NB
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 9 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 9 hours ago
RB
Associate
Royal Bank of Canada
Brossard, QC
- Full-time
…will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an Investment Advisor in managing…
Added 9 hours ago
A
Senior Sales Representative, Core Major Accounts (Hunter)
ADP
Calgary, AB
- Full-time
Build and maintain strategic account plans outlining prospect needs, opportunities, and competitive strategy
Added 9 hours ago
VS
Technical Adoption Manager
Vena Solutions
Remote, Canada
- $85,459 to $115,621 CAD / year
- Full-time
- Remote
Acting as a trusted advisor, the Technical Adoption Manager partners closely with customers and Account Managers to support evolving business requirements, guide architectural and…
Added 9 hours ago
SS
Marketing Manager
Smart, Savvy + Associates
AB
- Full-time
Advance account-based marketing and sales enablement
Added 9 hours ago
E
MANAGER, ENTREPRENEUR EXPERIENCE
Endeavor
Calgary, AB
- Full-time
This is not a traditional account management or events role. It sits much closer to founder selection, strategic relationship building, and ecosystem intelligence. The community you build…

Purpose

Operations Specialist

Vancouver, BC, Canada

Compensation: $65,000 - $80,000 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: Compensation: $65,000 - $80,000
Job type: Full-time
Apply by: Nov 7, 2026
Experience: 2-4 years of proven professional experience in client servicing or operations roles.
Posting language: English
Posted: Sep 30, 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: $65,000 - $80,000

Job Description

The Role

As a key member of the operations team, the Associate supports client servicing by managing account applications, trade requests, and documentation workflows. You'll work daily with Investor Specialists and external institutions to resolve what automation can't, and you'll help design the processes that let the team scale without losing accuracy or care. This role sits at the point where client trust is won or lost in the details: an account transfer that moves cleanly, an estate settled with care, a discrepancy caught before it becomes a client's problem. As routine processing shifts to AI-assisted workflows, this role owns the exceptions, the relationships, and the judgment calls that keep the operation trustworthy.

Responsibilities: What You Will Do/ What You Will Own

Assist with handling various forms and inquiries from Investor Specialists related to new client account applications, trade requests and other documents that need to be processes
Manage the process of transferring accounts to/from other institutions to ensure a smooth transition for clients
Work closely with the Investor Specialist team to manage the settlement of estate accounts, ensuring all required documentation is collected and the process is completed in a timely and efficient manner
Monitor and process daily cash movements into the funds, ensuring accuracy and reconciliation of any discrepancies
Monitor and track daily valuations, ensuring they are accurate and reconciling any differences
Communicate and collaborate with Investor Specialists on any unresolved issues to ensure efficient resolution
Liaise with external stakeholders or partners to address and resolve unexpected problems that may arise
Contribute to various projects by providing support and insight with the aim to optimize service delivery
Be passionate about client service – willing to go the extra mile for the client.
Investigate opportunities to reconcile routine cash movements and flags exceptions automatically (ie. Automation of first-pass validation on daily fund valuations, pre-fills of standard account application and transfer forms, tracking documentation status, generates routine status updates for Investor Specialists

Qualifications: What You Will Bring

2-4 years of proven professional experience in client servicing or operations roles.
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 must be able to prioritize and execute multiple tasks in a fast-paced environment, providing fast, friendly, and accurate service.
Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other departments.
Experience with SQL and Excel for data analysis
Exposure to process improvement or automation projects
Comfort working alongside AI-assisted reconciliation or workflow tools
You thrive in a fast-paced and deadline-driven environment.
Completion of the Canadian Securities Course (CSC) 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.

Purpose Investments 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.

Apply About employer

More about this job

Responsibilities

Process client account applications, trade requests, account transfers, estate settlements, daily cash movements, and fund valuations, resolving discrepancies and coordinating with Investor Specialists and external partners. Support service-delivery improvements by identifying automation opportunities and helping optimize operational workflows while maintaining accuracy and client trust.

Requirements

Candidates should have 2–4 years of experience in client servicing or operations, preferably in wealth management or financial services, and a strong understanding of wealth management operations. The role requires excellent communication, analytical and prioritization skills, SQL and Excel experience, and exposure to process improvement, automation, or AI-assisted workflows; completion of the Canadian Securities Course is an asset.

Skills

Client Service
Financial Operations
Wealth Management Operations
Account Applications
Trade Processing
Account Transfers
Estate Account Settlement
Cash Reconciliation
Valuation Reconciliation
Analytical Problem-Solving
Written Communication
Verbal Communication
SQL
Excel
Process Improvement
Workflow Automation

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

Financial Services
Wealth Management
Client Servicing
Operations
Investor Specialists
Account Applications
Trade Requests
Account Transfers
Estate Accounts
Cash Movements
Fund Valuations
Reconciliation
SQL
Excel
Process Improvement
Workflow Automation
AI-Assisted Workflows
Canadian Securities Course
Documentation Management
External Stakeholder Coordination

Report this job