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Added 2 mins ago
TH
Plumbing & Electrical Sales Associate (Contract) Full Time - 7038 Brandon
The Home Depot Canada
Brandon, MB
- Full-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 2 mins ago
TC
Seasona lAssociate Winners Huntsville
TJX Canada – Winners, Marshalls, HomeSense
Huntsville, ON
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 2 mins ago
BM
Public Spaces Associate- Winter- Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
…lodges, including carpet and floor maintenance. The Public Spaces Associate is responsible for cleaning public areas in the hotels, underground, base lodges, offices, Starbucks, and…
Added 2 mins ago
TC
Assistant Store Manager Winners - Cornwall
TJX Canada – Winners, Marshalls, HomeSense
Cornwall, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 2 mins ago
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Full-Time Assistant Manager
Torrid
Rocky View No 44, AB · Rocky View County, AB
- Full-time
At Torrid, we celebrate every shape, every size, and every curve of our customer. Our Torrid stores offer an exciting, one-of-a-kind, amazing experience for not just our customers, but our…
Added 2 mins ago
TC
Retail Store Associate Full Time HomeSense - Central Park
TJX Canada – Winners, Marshalls, HomeSense
Kelowna, BC
- Full-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 2 mins ago
TC
Retail Store Associate Temporary Part time Time Winners
TJX Canada – Winners, Marshalls, HomeSense
Dartmouth, NS
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 3 mins ago
GI
Donation Attendant
Goodwill Industries Ontario Great Lakes
Guelph, ON
- Up to $18.5 CAD / hour
- Part-time
Donation Attendant is a customer service role responsible for providing excellent service while ensuring a healthy and safe work environment. As a Donation Attendant, you will contribute to…
Added 3 mins ago
GI
Retail Production Associate
Goodwill Industries Ontario Great Lakes
Oakville, ON
- Up to $18.5 CAD / hour
- Part-time
Retail Production Associate is a customer service role responsible for providing excellent service while ensuring a healthy and safe work environment. As a Retail Production Associate, you…
Added 3 mins ago
TT
Retail Store Associate Full Time Winners - Summit Shopping Center
The TJX Companies, Inc.
Kamloops, BC
- Full-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 3 mins ago
TT
Retail Store Associate Part Time Winners - Summit Shopping Center
The TJX Companies, Inc.
Kamloops, BC
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 3 mins ago
TT
Retail Store Associate Seasonal Part Time Winners Southview Center
The TJX Companies, Inc.
Medicine Hat, AB
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 17 mins ago
CB
Sales Associate - CosmoProf Store # 07325
CosmoProf Beauty
Guelph, ON
- Full-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 18 mins ago
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Associate, Client Engineering (Mexico City)
Glia
Vancouver, BC
- Full-time
…Glia’s technologies. You’ll deliver recommendations to make our customer’s integrations secure, scalable, and seamless. A Sr. Associate, Client Engineering is effective, capable of managing…
Added 32 mins ago
TC
Assistant Store Manager HomeSense - Corbett Centre
TJX Canada – Winners, Marshalls, HomeSense
Fredericton, NB
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 32 mins ago
TC
Retail Store Associate Part Time Winners / Homesense - South Pointe Commons
TJX Canada – Winners, Marshalls, HomeSense
Red Deer, AB
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 32 mins ago
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Warehouse Associate
Motion
Cambridge, ON
- Full-time
Under direct supervision, the Warehouse Associate performs all shipping and receiving activity for a Branch location. This role ensures the customer receives the correct items in a timely…
Added 32 mins ago
TC
Retail Store Associate Seasonal Winners- Bowmanville
TJX Canada – Winners, Marshalls, HomeSense
Bowmanville, ON
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 32 mins ago
TC
Retail Store Associate Part Time Winners Abbotsford Power Center
TJX Canada – Winners, Marshalls, HomeSense
Abbotsford, BC
- Part-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 32 mins ago
TC
Full time Sales Associate
TJX Canada – Winners, Marshalls, HomeSense
New Westminster, BC
- Full-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 32 mins ago
M
Warehouse Associate
Motion
Nisku, AB
- Full-time
Under direct supervision, the Warehouse Associate performs all shipping and receiving activity for a Branch location. This role ensures the customer receives the correct items in a timely…
Added 33 mins ago
Seasonal Retail Associate - Hourly - Stores
Fossil Group
Richmond, BC
The Seasonal Sales Associate’s overall responsibility is to provide a Radical Customer Experience. They align their day with business needs and take action in order to successfully achieve…
Added 33 mins ago
Warehouse Associate - Warehouse Administrator role
Pantos Logistics Canada Inc.
Windsor, ON
3+ years of relevant administrative experience, preferably in a warehouse, logistics, or supply chain environment, is preferred. Candidates with less experience are also encouraged to apply.
Added 46 mins ago
PC
Sales Associate - Westgate
Plantlife Cannabis
Grande Prairie, AB
- Part-time
Have experience and enjoy working with a team or individually?
Added 46 mins ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Nelson, BC
- Full-time
…role in creating a safe, organized, and welcoming shopping experience for customers. You are responsible for collecting shopping carts from cart corrals, the parking lot, and the store…

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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