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Added 13 mins ago
Technical Specialist
Rogers Communications
Markham, ON
The Technical Specialist, Rogers Business Managed Service is responsible for the day-to-day monitoring, support, troubleshooting, and administration of Cisco Meraki and Fortinet managed…
Added 2 hours ago
P
AI Solutions Engineer - Intellectual Property
Patsnap
Toronto, ON
- $80,000 to $95,000 CAD / year
- Full-time
AI Solutions Engineer – Intellectual Property
Added 2 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Systems Testing/QA Specialist with strong expertise in enterprise-level software testing, manual and automated testing, test strategy development, test…
Added 2 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Systems Testing/QA Specialist with strong expertise in enterprise-level software testing, manual and automated testing, test strategy development, test…
Added 4 hours ago
HR
Technical Safety Specialist
Hitachi Rail
Burnaby, BC
- Full-time
The Safety Engineering department is responsible for the safety of the products and project solutions developed and deployed by the Urban Rail Signaling business line and compliance to…
Added 4 hours ago
KL
Représentant(e) du service client / Customer Service Representative
King Living
Brossard, QC
- Full-time
C'est un rôle axé sur les solutions où vous prenez en charge les dossiers de garantie et de service de bout en bout - en naviguant à travers les problèmes de produits, les réparations et…
Added 4 hours ago
PC
Clinical Procurement Delivery Manager
Pharmaceutical Company
Mississauga, ON
- $40 to $46 CAD / hour
- Contract
…procurement (customer relationship management, contracting, solutions, etc.) and business stakeholders to translate business needs into sourcing, spend management activities, and content…
Added 8 hours ago
HR
Technical Safety Specialist
Hitachi Rail
Toronto, ON
- Full-time
The Safety Engineering department is responsible for the safety of the products and project solutions developed and deployed by the Urban Rail Signaling business line and compliance to…
Added 8 hours ago
MC
Tech Ops Specialist
Maven Companies Inc.
Vancouver, BC
- Contract
Assist the customer by ensuring ongoing delivery and management of scalable solutions across Salesforce platforms, with a strong focus on Service Cloud and Knowledge…
Added 8 hours ago
B
Software Development Engineer macOS
BeyondTrust
Canada
- Full-time
Develop and improve build, deployment and test automation within your team.
Added 8 hours ago
IT Support Specialist
BuildOps
Toronto, ON
Examples of process improvement or automation.
Added 8 hours ago
AG
Terraform Developer – Cloud Infrastructure & Data Platforms
Axiom Global Technologies
Halifax, NS
- Contract
This role combines cloud infrastructure automation, Infrastructure as Code (IaC), container orchestration, and modern data platform technologies. The ideal candidate will have hands-on…
Added 8 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 8 hours ago
B
IT Support Specialist
BuildOps
Toronto, ON
- Full-time
Examples of process improvement or automation.
Added 11 hours ago
Accounts Receivable Lead Specialist
Acuity Inc.
Brossard, QC
…including lighting, lighting controls, building management solutions, and an audio, video and control platform. We focus on customer outcomes and drive growth and productivity to increase…
Added 13 hours ago
RN
Workplace System Administrator
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON
- Full-time
…supports Riverside users to use workplace technologies and solutions. The users are based at sites in GTA, Chicago, Europe and at home offices. The workplace support is provided during…
Added 13 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Systems Testing/QA Specialist with strong expertise in enterprise-level software testing, manual and automated testing, test strategy development, test…
Added 13 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Systems Testing/QA Specialist with strong expertise in enterprise-level software testing, manual and automated testing, test strategy development, test…
Added 13 hours ago
ZS
Documentation Specialist
Zodiac Solutions, Inc
Toronto, ON
- Full-time
…improve documentation quality and structure.• Develop and enhance automation scripts for content conversion and migration.• Maintain documentation in Git/Bitbucket repositories.•…
Added 13 hours ago
LT
Terraform Developer
Lorven Technologies Inc.
Halifax, NS
- Contract
We are seeking a skilled Cloud Infrastructure Data Engineering Specialist to join our team This role combines infrastructure automation with modern data platform expertise requiring…
Added 13 hours ago
Workplace System Administrator
Riverside Natural Foods Ltd.
Toronto, ON
…supports Riverside users to use workplace technologies and solutions. The users are based at sites in GTA, Chicago, Europe and at home offices. The workplace support is provided during…
Added 14 hours ago
R
RCI-ROCG-43383 Clinical Sourcing Manager / Clinical Procurement Manager (Contract Negotiation/Agreement/Vendor Management) (Pharma/Biotech)
Rangam
Mississauga, ON
- $42 to $45 CAD / hour
- Contract
…procurement (customer relationship management, contracting, solutions, etc.) and business stakeholders to translate business needs into sourcing, spend management activities, and content…
Added 14 hours ago
UT
Procurement Manager - Research & Development- Clinical # 26-25843
US Tech Solutions
Mississauga, ON
- $47.1 USD / hour
- Contract
…procurement (customer relationship management, contracting, solutions, etc.) and business stakeholders to translate business needs into sourcing, spend management activities, and content…
Added 14 hours ago
Y
Senior Full Stack Developer – Cloud & Platform Engineering
Yochana
Calgary, AB
- Full-time
…environment you'll be building in. We are not hiring a Power Platform specialist, and we will teach everything platform specific. What we do ask is that you come in genuinely curious about…
Added 14 hours ago
Electrical and Control Senior Specialist
Lloyds Register
Burlington, ON
…Codes. You will be principally working with marine electrical/automation/electronic aspects for existing or new construction merchant and military ships but there will be opportunities to…

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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