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Added 13 mins ago
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Staff Software Engineer - Open Source Data Platform (ODP)
Acceldata
Kitchener, ON
- Full-time
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential…
Added 13 mins ago
A
Technology Change Control Analyst
Aviso
Toronto, ON
- $90,000 to $100,000 CAD / year
- Full-time
We're looking to fill an opening for a Technology Change Control Analyst to join our Technology Ops & Support Partners team.
Added 13 mins ago
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Bilingual Senior HR Business Partner – Corporate Groups
Radio-Canada
Toronto, ON
- Full-time
…and Industrial Relations (HR/IR) consultation and operational support to leaders across key Corporate…
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HVAC Technician
CBRE
Victoria, BC
- Full-time
Provide escort, support, monitoring and review Vendor performed work.
Added 13 mins ago
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Accounts Receivable Specialist
Accounting Advantage
Brantford, ON
- $63,000 to $68,000 CAD / year
- Full-time
Support and back up other finance functions as required
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SAP IBP Application Support Analyst
W3Global
Calgary, AB
- $65 to $85 CAD / hour
- Contract
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Added 13 mins ago
QM
Senior Financial Operations Analyst
Quantum Management Services Ltd.
Toronto, ON
- $35 to $50 CAD / hour
- Contract
All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process.
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Head of Property
Mind
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- Full-time
Can provide strategic insight, commercial judgement and constructive challenge to support senior decision-making.
Added 13 mins ago
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Contrôleur (CPA) - LaSalle - hybride - immobilier - 120 k$ à 140 k$ / Controller (CPA) - LaSalle - H
Quantum Management Services Ltd.
Montreal, QC
- $120,000 to $140,000 CAD / year
- Full-time
All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process.
Added 13 mins ago
MS
Senior Financial Accountant
Marberg Staffing
Toronto, ON
- $47 to $55 CAD / hour
- Temporary
…accuracy, compliance, and effective internal controls. Will support budgeting, forecasting, and strategic decision-making while contributing to ERP implementation and process…
Added 13 mins ago
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Manager, Government Funding & Incentives - Temporary 12 Months - Danone Canada
Danone
Boucherville, QC
- $72,000 to $110,000 CAD / year
- Full-time
Key Responsibilities Funding Application Management
Added 13 mins ago
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Jr.Application Architect/Lead Developer-Contact Center
TekStaff IT Solutions
ON · Ontario, Canada
- Contract
TekStaff's Client has a current vacancy for " Application Architect/Lead Developer”
Added 13 mins ago
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[VO2 Canada] - Développeuse.eur Java– Missions Ponctuelles
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Montreal, QC
- Full-time
Added 13 mins ago
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Human Resources Business Partner- EN
IAMGOLD Corporation
Gogama, ON
- Full-time
…where we operate. At IAMGOLD, when we engage, empower, and support each other, we create extraordinary outcomes - delivering value for our people, partners, and stakeholders while building…
Added 13 mins ago
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Registered Practical Nurse - Medical - Permanent Part-Time (2026-218)
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Collingwood, ON
- Part-time
Access to funding to support education that you want to pursue
Added 13 mins ago
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Senior ETL Developer
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- $90 to $101 CAD / hour
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Experience with application deployment, technical documentation, and post-implementation support.
Added 13 mins ago
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Quality Assurance Associate
Quantum Management Services Ltd.
Brantford, ON
- $30 CAD / hour
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All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process.
Added 13 mins ago
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[VO2 Canada] - Développeuse.eur Fullstack IA– Missions Ponctuelles
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Added 13 mins ago
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Equity, Diversity, Inclusion and Impact Research Advisor , Office of Research and Innovation Services
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- Full-time
…Inclusion and Impact Research Advisor provides guidance to support the implementation of the University's Equity, Diversity, and Inclusion Action Plan for the Canada Research Chairs…
Added 13 mins ago
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HVAC Sales Manager
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- $145,000 to $170,000 CAD / year
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…HVAC division and is seeking an experienced sales leader to support its next stage of…
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Added 13 mins ago
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Provide academic counseling and tutoring support as needed, offering personalized assistance to help students overcome challenges and achieve their academic goals.
Added 13 mins ago
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Sr Software Developer (Lead) - EN 178
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At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making…
Added 13 mins ago
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Sr Software Developer (Lead) - EN 178
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Purpose

Operations Specialist

Vancouver, BC, Canada

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

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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

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