Find work in Canada.

339,913 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…professionals who work together to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 9 mins ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
…and systems change, leading initiatives that influence how services are designed, accessed, and coordinated across the region. The position is accountable for driving system-level…
Added 9 mins ago
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Financial Advisor opportunities based on business needs.
Added 9 mins ago
Strategic Deal Lead
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Saint John, NB · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
…probability, and ensure alignment with EY’s value proposition and client priorities. This newly created role is central to EY’s ambition to elevate pursuit excellence and win…
Added 14 mins ago
LH
Automotive repair technical advisor
L'Ami Honda
Rouyn-Noranda, QC
- From $35 CAD / hour
- Full-time
- On-site
Explain the type and cost of services offered
Added 54 mins ago
R
Banking Advisor
RBC
Dauphin, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 54 mins ago
R
Client Advisor
RBC
Sudbury, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
P
Senior Product Manager, Digital Assets Squad
Purpose
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 1 hour ago
P
Senior Product Manager, Fund Management
Purpose
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Ajax, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 1 hour ago
RB
Relationship Manager Business Markets Intern
Royal Bank of Canada
Bathurst, NB
- Full-time
Completion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Dauphin, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 1 hour ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Nanaimo, BC
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented…
Added 1 hour ago
ST
Customer Service Representative - CANADA
StableX Technologies, Inc.
Blainville, QC
- Full-time
Validates the accuracy of the information required for notifications in collaboration with the technical advisor.
Added 1 hour ago
SP
Customer Success Manager - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 1 hour ago
VF
Registered Veterinary Nurse - Reach Your Full Potential
Vets for Pets
Chatham-Kent, ON · Chatham, ON
- Full-time
You’ll be joining a close-knit and longstanding team of 6 Vets, 8 Nurses, and a Practice Manager as well as a fantastic Client Care Advisor team, and we’re proud of our low colleague…
Added 1 hour ago
SG
Quantitative Advisor -Model Risk Management
Societe Generale
Montreal, QC
- Full-time
…and Risk Management Solutions, Execution and Clearing, Prime Services, Equities, Fixed Income, Futures and Currencies & Commodities structuring capabilities with the objective of providing…
Added 1 hour ago
S
Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 1 hour ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Cochrane, ON
Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor at our Cochrane, ON location. Do you love to provide exceptional client service? If so, you will…
Added 1 hour ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Kirkland Lake, ON
Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor at our Kirkland Lake, ON office. Do you love to provide exceptional client service? If so, you will…
Added 1 hour ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 hour ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 hour ago
C
Financial Advisor CIRO-ID
CIBC
London, ON · Stoney Creek-Barton and Millen
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 1 hour ago
CG
Senior Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…

Purpose

Operations Specialist

Vancouver, BC, Canada

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

Apply About employer

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

Report this job