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Added 14 mins ago
S
Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Added 14 mins ago
JS
Client Experience Specialist
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
…clients’ businesses by filling the role of Client Experience Specialist. This is a great opportunity to join a growing team rolling out a brand new…
Added 14 mins ago
B
Mortgage Specialist
BMO
Toronto, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…
Added 29 mins ago
A
QA Specialist - Batch Record Review
AbCellera
Vancouver, BC
- $82,000 to $102,000 CAD / year
We're looking for an enthusiastic QA Specialist to join our Quality Assurance team and help ensure our clinical batches meet the highest standards of cGMP compliance. In this role, you'll…
Added 29 mins ago
A
QA Operations Specialist (15-month contract)
AbCellera
Vancouver, BC
- $82,000 to $102,000 CAD / year
We're looking for an enthusiastic QA Operations Specialist to join our Quality Assurance Operations team on a 15-month contract and help ensure our clinical batches meet cGMP standards. In…
Added 29 mins ago
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QA for QC Specialist (15-month contract)
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Added 41 mins ago
UO
Employer Specialist, Engineering Career Centre
University of Calgary
Calgary, AB
- Volunteer
The Engineering Career Centre in the Schulich School of Engineering is currently seeking a Full-time Limited Term Employer Specialist for approximately 24 months.
Added 41 mins ago
BH
Occupational Safety & Health Specialist 2 - Terrace
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Added 41 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
…applications from www.ontariocolleges.ca or our international Virtual Application System (VAS). The incumbent is a subject specialist on admissions assessments, registration, and student…
Added 41 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
…applications from www.ontariocolleges.ca or our international Virtual Application System (VAS). The incumbent is a subject specialist on admissions assessments, registration, and student…
Added 41 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
…applications from www.ontariocolleges.ca or our international Virtual Application System (VAS). The incumbent is a subject specialist on admissions assessments, registration, and student…
Added 41 mins ago
A
QA Specialist - Batch Record Review
AbCellera
Vancouver, BC
- $82,000 to $102,000 CAD / year
- Full-time
We're looking for an enthusiastic QA Specialist to join our Quality Assurance team and help ensure our clinical batches meet the highest standards of cGMP compliance. In this role, you'll…
Added 41 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
…applications from www.ontariocolleges.ca. or our international Virtual Application System (VAS). The incumbent is a subject specialist on admissions assessments, registration, and student…
Added 41 mins ago
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Social Media Specialist
City of Barrie
Barrie, ON
- Full-time
Application Deadline: Thursday, October 22, 2026 at 11:59 pm
Added 41 mins ago
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People Services Specialist
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Montreal, QC
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 41 mins ago
NB
Senior Advisor AML/ATF Compliance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in the Compliance Programs team at National Bank means acting as a specialist in regulatory compliance related to Anti-Money Laundering and Anti-Terrorist…
Added 41 mins ago
RR
Talent Acquisition Specialist
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- $60,000 to $70,000 CAD / year
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Added 41 mins ago
RC
Payroll Benefits Coordinator
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Vancouver, BC
- $65,000 to $75,000 CAD / year
- Full-time
Working directly alongside a senior US payroll specialist with over 30 years of industry experience, you will receive top-tier mentorship while helping manage payroll processing for 300 to…
Added 41 mins ago
TC
Elementary & Secondary School Vice Principal
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Toronto, ON
- Full-time
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Added 56 mins ago
AI
Salesforce AI & Data Cloud Solutions Engineer
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Toronto, ON
- Full-time
…Data360 platform. The role will design, build, govern, and support scalable data models, integrations, pipelines, Data360 capabilities, and data operations for analytics, segmentation,…
Added 56 mins ago
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Interior Solutions Specialist
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…selection and quoting through procurement and installation…
Added 56 mins ago
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Proposal Specialist
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We are looking for a Proposal Specialist to lead Calian’s bid process from project initiation through contract award for our service lines. In addition to proposal coordination…
Added 56 mins ago
UO
Student Mental Health Specialist -Student Experience and Support
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Calgary, AB
- Full-time
The Student Experience and Support is currently seeking a Full-time Limited Term Student Mental Health Specialist for approximately 12 months.
Added 56 mins ago
A
QA Operations Specialist (15-month contract)
AbCellera
Vancouver, BC
- $82,000 to $102,000 CAD / year
- Contract
We're looking for an enthusiastic QA Operations Specialist to join our Quality Assurance Operations team on a 15-month contract and help ensure our clinical batches meet cGMP standards. In…
Added 56 mins ago
UO
Research Associate, Indigenous Brain Health, Family Medicine
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Calgary, AB
- Full-time
Support writing for ethics submissions for new and existing projects when needed

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.

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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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