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Added 1 min ago
NS
Warehouse associate
North Shore Ltd
Collingwood, ON
- $18 to $25 CAD / hour
- Full-time
- On-site
Added 3 mins ago
TP
Accounting Associate
Trimark People Solutions
Alert Bay, BC
- Full-time
The Accounting Associate plays an important operational role within the Finance Department, supporting accurate, timely, and well‑organized financial administration for 'Na̱mǥis First…
Added 3 mins ago
HS
IT Systems & Support Coordinator
Herschel Supply Company
Vancouver, BC
- Full-time
Foundational industry certifications (e.g., CompTIA A+, Network+, Security+, Jamf Certified Associate, or Microsoft 365 Fundamentals).
Added 3 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 mins ago
HR
Clerical Support Associate, Emergency Department
Humber River Health
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Right now we are looking for a Clerical Support Associate to work with our Emergency Department.
Added 3 mins ago
HR
Clerical Support Associate, Emergency Department
Humber River Health
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Right now we are looking for a Clerical Support Associate to work with our Emergency Department.
Added 3 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Liaise with Coordinator/Associate Dean to obtain special registration requirements and course loads for off-cycle students.
Added 3 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Liaise with Coordinator/Associate Dean to obtain special registration requirements and course loads for off-cycle students.
Added 3 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Liaise with Coordinator/Associate Dean to obtain special registration requirements and course loads for off-cycle students.
Added 3 mins ago
FC
Student Awards Team Lead - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Added 3 mins ago
FC
Enrollment Services Representative - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Liaise with Coordinator/Associate Dean to obtain special registration requirements and course loads for off-cycle students.
Added 3 mins ago
MB
Montana's Kitchen Manager
Montanas BBQ & Bar
Brampton, ON
- Full-time
Overview: Our Kitchen Managers are hands-on and work with the culinary team and each associate to deliver the Perfect Guest Experience to our Guests each and every time.
Added 3 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 3 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 3 mins ago
FC
Systems Coordinator – Degree Audit - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
Under the general direction of the Associate Registrar – Admissions, Enrollment & Records, provides support and leadership relating to the Student Information System and systems supported…
Added 3 mins ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…for an experienced, self-motivated and collaborative Senior…
Added 3 mins ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 mins ago
TS
Store Associate
The Salvation Army in Canada
Saint John, NB
- Full-time
Added 3 mins ago
P
Associate Portfolio Manager, Credit Investing
Purpose
Toronto, ON
- Full-time
Added 6 mins ago
H
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
Hitachi
Montreal, QC · (HE)Office_QC, Saint-Laurent
- Full-time
As an Associate Project Manager, you will coordinate the execution of small- and medium-complexity workshop assembly and refurbishment projects, ensuring activities are completed in…
Added 6 mins ago
TT
Loss Prevention Store Security Agent
The TJX Companies, Inc.
Edmonton, AB · Mississauga, ON · CAN Home Office Mississauga ON
- $37,590 to $52,626 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 6 mins ago
SB
07329 Inside Sales
Sally Beauty Holdings
Saskatoon, SK
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 6 mins ago
Sales Associate
EssilorLuxottica Group
Richmond, BC
Added 6 mins ago
GT
Softgoods Associate (Part-Time)
Giant Tiger
Windsor, ON
- Part-time
Added 6 mins ago
Manager, Performance Marketing
Viral Nation Inc.
Canada
Own the development of clear client narratives; lead weekly, bi-weekly and monthly reports. Collaborates with Associate Director to develop quarterly, semi-annual and/or annual business…

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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