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Added 26 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
…integration solution development, project execution, reporting and analytics, and information management practices. The role serves as a key liaison between Information Technology and…
Added 56 mins ago
ST
AI Engineer Intern
Soft Techniques
Engineer, BC
- Internship
Added 56 mins ago
RT
Senior Data Architect
Ripotek Technologies Inc.
Calgary, AB
- Full-time
Added 56 mins ago
RT
Azure Solutions Consultant
Ripotek Technologies Inc.
Calgary, AB
- Full-time
…end-to-end data pipelines, implement lakehouses, and create governed analytics solutions using Azure Data Factory, Databricks, Synapse, and Microsoft Fabric. This is a hands-on technical…
Added 1 hour ago
SA
Business Analyst (Junior)
Sarmaya AI
ON · Ontario, Canada
- Full-time
Added 1 hour ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Leverage technology, analytics and AI to deliver forward-looking solutions to clients
Added 1 hour ago
AC
D365 F&O Functional Analyst
Aston Carter
Richmond, BC
- Full-time
This role is part of an Enterprise Applications team of approximately five people, including one other D365 F&O-focused developer. The broader team supports collaboration platforms, CRM,…
Added 2 hours ago
TM
Senior Content Marketing Specialist
Trudell Medical International
London, ON
- Full-time
Advanced knowledge of digital analytics tools
Added 2 hours ago
CL
Marketing Administrative Intern
Chipino Labs
Canada
- Internship
Familiarity with Google Analytics 4 (GA4), SEO, or website analytics is an asset.
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 2 hours ago
J
Manager, Operations Strategy & Insights
Jobgether
Canada
- Full-time
Performance Analytics and Reporting: Develop and maintain dashboards, reporting tools, and performance frameworks to monitor key indicators, including revenue, labor productivity, provider…
Added 2 hours ago
AP
Financial Analyst, Intern
Allianz Partners
Cambridge, ON
- $23 CAD / hour
- Part-time
Work effectively in an environment shaped by artificial intelligence (AI), machine learning, data analytics, and cloud‑based tools, using insights responsibly and in alignment with our…
Added 2 hours ago
A
Senior Sales Representative, HRO, Human Resources Outsourcing, Mid-Market Accounts
ADP
Burnaby, BC
- $97,500 to $147,500 CAD / year
- Other
Added 2 hours ago
NP
Sr Manager, HR Services
Northland Power Inc.
Toronto, ON
- Full-time
Deliver operational reporting, workforce insights, and analytics to support business decision-making and strategic planning.
Added 3 hours ago
R|
Programmer
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 3 hours ago
J
Manager, Operations Strategy & Insights
Jobgether
Canada
- Full-time
Performance Analytics and Reporting: Develop and maintain dashboards, reporting tools, and performance frameworks to monitor key indicators, including revenue, labor productivity, provider…
Added 3 hours ago
J
Demand Marketing Specialist - 12 month contract
Jobgether
Canada
- Contract
Professional Development: Gain practical experience in B2B demand generation, marketing automation, campaign analytics, and global go-to-market initiatives.
Added 3 hours ago
A
Senior Manager, Technology Transformation
Amyantek
Toronto, ON
- Contract
DT SLT and Portfolio Directors across Agriculture, Manufacturing, Supply Chain, Finance, HR, Growth, Procurement, Data & Analytics, AI, Infrastructure & Operations, and Cybersecurity.
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Leveraging technology, ERP capabilities, analytics, and automation to improve productivity and decision support across Finance.
Added 4 hours ago
Data Solutions Architect
Rogers Communications
Calgary, AB · Brampton, ON
…practical, production-ready solutions across data, integration, and analytics…
Added 4 hours ago
N
UI/UX Designer (12 mos. Contract)
NETGEAR
Remote, Canada
- $42 to $60 CAD / hour
- Temporary
- Remote
You will have access to website analytics and performance data, and you will work alongside our Lead of Consumer Insights, whose findings should feed directly into design decisions. Your…
Added 4 hours ago
D
Directeur, Médias Numériques
DAC
Montreal, QC
- Full-time
Certifications Google AdWords, Bing Ads et Google Analytics
Added 4 hours ago
CC
Manager, Commercial Finance
Coca-Cola Canada Bottling Limited
Toronto, ON
- Full-time
Added 4 hours ago
G
Integrated Marketing Specialist
GovAI
Waterloo, ON
- Full-time
Added 4 hours ago
GC
January 2027 Business Analyst Co-op (Pension)New
Glencore Canada
Sparwood, BC
- $4,117 to $5,192 CAD / month
- Full-time

Purpose

Operations Specialist

Vancouver, BC, Canada

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

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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

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