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Sales Specialist
GoJobs
Vancouver, BC
- Part-time
The Sales Specialist will engage with prospective clients, build relationships, and present the value of our unique services. In this role, you will be responsible for outreach,…
Added 1 hour ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
Become one of the key references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 1 hour ago
NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
A career as a Data Scientist in the Client Data Valorisation team at National Bank means serving as a predictive modelling and data valorisation specialist. This position allows you to have…
Added 2 hours ago
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Contents Specialist
IICRC
Langley (District), BC · Langley, BC
- Part-time
What does a Contents Specialist with Paul Davis do?
Added 3 hours ago
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Account Manager / Onboarding Specialist
Appello
London, ON
- Full-time
…administrative overhead. As an Account Manager / Onboarding Specialist, you'll play a key role in helping new customers adopt our platform successfully and then support their growth into…
Added 3 hours ago
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Customer Success Specialist
Laylah
Quebec, QC
- Full-time
They say first impressions last a lifetime. As a Customer Success Specialist, you will be critical to our customers’ first impressions of Laylah and a key contributor to overall customer…
Added 4 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Lead engagement teams, manage project budgets, and ensure timely delivery of high-quality client service.
Added 5 hours ago
TS
Housing Specialist
The Salvation Army in Canada
Newmarket, ON
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 6 hours ago
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IT Specialist III (Infrastructure Platforms)
WCB-Alberta
AB · Edmonton - Jarvis
- Full-time
…Reporting to the Team Lead, Infrastructure Platforms, the IT Specialist will bring strong hands-on expertise in enterprise infrastructure, virtualization, server, storage, systems…
Added 6 hours ago
TS
Housing Specialist
The Salvation Army Canada and Bermuda Territory
Newmarket, ON · York Housing & Supportive Services - Belinda's Place
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 8 hours ago
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Directeur, Médias Numériques
DAC
Montreal, QC
- Full-time
Travailler en collaboration avec les membres de l'équipe média pour superviser et améliorer les processus internes afin de fournir un service de haute qualité aux clients
Added 8 hours ago
JB
DOMESTIC VIOLENCE LIAISON – Bi-lingual Spanish – HIRING BONUS AVAILABLE
JERSEY BATTERED WOMENS SERVICE INC
Spanish, ON
- Full-time
…will provide on-site case consultation to the DCP&P staff and support and advocacy for the nonoffending parent and their children with the goal of increasing safety, stability and…
Added 8 hours ago
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Technical sales specialist
KOGI ENVIRONMENTAL SOLUTIONS CANADA LTD.
Edmonton, AB
- From $80,000 CAD / year
- Full-time
- On-site
Assess client’s needs and resources to recommend the appropriate goods or services
Added 8 hours ago
GT
Technical sales specialist
Gemsign Technology Inc.
Vancouver, BC
- From $42 CAD / hour
- Full-time
- On-site
Assess client’s needs and resources to recommend the appropriate goods or services
Added 9 hours ago
RB
Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Commission Data Specialist provides operational support to the Commission Coordinators in processing insurance commission statements within the WMFS database. The role serves as a backup…
Added 10 hours ago
DC
Project Manager
Defence Construction Canada
Toronto, ON
- Full-time
The Project Manager - known internally as Technical Specialist, Project Management - provides project management services to support the delivery of routine to moderately complex…
Added 10 hours ago
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IT Support Specialist
WalterFedy
Calgary, AB
- Full-time
WalterFedy is seeking an IT Support Specialist, based in Calgary, to support our Western Canada offices. You will provide structured, ITIL-aligned support across our end-user, network,…
Added 10 hours ago
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Specialist II, Processing Operations
ATB
Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Foremost, AB · Fairview, AB · Falher, AB · Forestburg, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Chestermere, AB · Claresholm, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB’s next Specialist II, Processing Operations, you will play a key role in both strategic initiatives and daily operations related to Trading, Credit, and Internal Transfers within the…
Added 10 hours ago
EC
Spécialiste infrastructure / Infrastructure Specialist
Eaton Corporation
Brossard, QC
- Full-time
Eaton is currently seeking an Infrastructure Specialist - Infrastructure Services Solutions primarily for its Brossard site, but also periodically for the Lévis, Lachine and Laval sites, as…
Added 10 hours ago
EC
Analyste, propositions et soumissions / Proposal-Quotations Analyst
Eaton Corporation
Laval, QC
- Full-time
…d’appareillage de commutation, de services sur le terrain, de mise en service et d’ingénierie des réseaux…
Added 10 hours ago
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Collections Specialist
Kelly
Mississauga, ON
- $43,000 to $45,000 USD / year
- Full-time
Minimum 2 years of experience in customer service, sales, client support, or call centre.
Added 10 hours ago
GD
Call Center Sales Specialist
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
…opportunity to join a growing call center as a Call Center Sales…
Added 10 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 10 hours ago
NB
banking advisor
National Bank of Canada
Les Coteaux, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.

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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