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Added 24 mins ago
VT
Mechanical Design – Processing
Valiant TMS
Windsor, ON
- Full-time
…thrives in a fast-paced, technical environment and enjoys turning product requirements into practical manufacturing solutions, apply today and help us continue to deliver excellence in…
Added 24 mins ago
PO
Research Technology & Data Specialist - Mississauga, ON
PATTISON Outdoor
Mississauga, ON
- Full-time
5+ years of experience in technology, data, analytics, research technology, product development or a related field.
Added 24 mins ago
S
Internal Product Engineer, Developer Productivity AI
Stripe
Toronto, ON
- Full-time
…engineering productivity by effectively deploying LLM agents and tools to automate large swaths of the engineering workflow. We’re a cross-continent team, spanning North America and Europe…
Added 24 mins ago
SF
Application Security Engineer II
Spring Financial
Vancouver, BC
- Full-time
Use AI tools to accelerate vulnerability research, code review, and remediation guidance, validating output critically, and help build AI-assisted security automation with human review…
Added 24 mins ago
C
Senior Java Developer - Enterprise Payments/ Banking
CGI
Halifax, NS
- Full-time
CGI is seeking an experienced Senior Java Developer to join our team and contribute to the design, development, and delivery of high-value payment solutions. In this role, you will develop…
Added 26 mins ago
Senior Platform Engineer
Scotiabank
Toronto, ON
…Ops, Security, Client partners etc for integration, process automation, platform enhancement and delivery of new…
Added 26 mins ago
GM
Senior Software Developer
General Motors
Markham, ON · Oshawa, ON
- Full-time
…and operate reliable backend systems at production scale. The developer will contribute across REST services, distributed data workflows, cloud infrastructure, database architecture,…
Added 26 mins ago
GM
Senior Data Engineering, Vehicle Data Operations
General Motors
Markham, ON · Oshawa, ON
- Full-time
…scalable. This position involves continuously monitoring data product quality alongside vehicle software performance and its…
Added 41 mins ago
OT
Lead Software Developer
Open Text Corporation
Richmond Hill, ON
- Other
We are expanding our Voltage SecureData development team and looking for a hands-on Lead Software Developer to build and enhance secure, scalable cryptographic libraries, SDKs, and platform…
Added 41 mins ago
TH
AI Engineer | Full time | AI Innovations
Trillium Health Partners
ON · ON, Canada
- Full-time
Reporting to the Director, AI & Digital Planning, the AI Engineer will be responsible for using the latest AI tools to design, prototype, build, evaluate, and scale AI solutions including…
Added 55 mins ago
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Operations Specialist
Purpose
Vancouver, BC
- Full-time
…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…
Added 55 mins ago
F
Excel Ninja | AI & Machine Learning Expert
Feasibility.pro
Oakville, ON
- Full-time
At Feasibility.pro Inc., we're building the next generation of AI-powered financial modelling and Excel automation tools.
Added 55 mins ago
CG
Martech/ Growth Engineer
Credit Genie
Toronto, ON
- $180,000 to $230,000 USD / year
- Full-time
Prototype growth ideas. Build landing pages, internal tools, scripts, automations, and lightweight product experiences to quickly test new opportunities.
Added 1 hour ago
B
Managing Director, Head of Financial Engineering
BMO
Toronto, ON · FCP
- Full-time
…identify, prioritize, design and deliver advanced analytical tools, data solutions and decision-support capabilities that enhance investment outcomes, business effectiveness and client…
Added 1 hour ago
Mechatronics - Control Systems Co-op Student (Winter 2027)
4AG Robotics
Salmon Arm, BC
As a member of the team, you will contribute to challenging automation and robotics problems as we continue to develop and commercialize large-scale robotic systems.
Added 1 hour ago
Software Development Engineer , Customer Service Technologies
Amazon
Vancouver, BC
…network. Today, our incident management relies on disconnected tools, multiple manual steps, and reactive detection. You will design, build, and operate the systems that replace this…
Added 1 hour ago
A
Content Marketing Manager (12 months contract)
Amilia
Montreal, QC
- Full-time
Partner with product marketing, demand gen, design, and sales to keep messaging consistent and conversion-focused
Added 1 hour ago
FC
FLIGHT CENTRE TRAVEL GROUP - POWER PLATFORM & AI SOLUTIONS SPECIALIST - VANCOUVER, BC
Flight Centre Travel Group Canada
BC · British Columbia, Canada
- Full-time
…transformation across Flight Centre Travel Group through innovative automation, business applications, and AI-enabled solutions. In this impactful role, you'll partner with Business…
Added 1 hour ago
C
Legal Product Builder
Carta
Toronto, ON
- Full-time
…docs); prior time at a legal tech company or in a hybrid legal/product role; familiarity with contract automation, document intelligence, or negotiation tooling; founder experience or…
Added 1 hour ago
SL
Senior Risk Business Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…intelligence (AI) teams, technology teams, vendors, and the Product Owner. They will support day-to-day Archer Risk operations, investigate and triage Risk user issues, coordinate platform…
Added 1 hour ago
M
Sr. Software Developer
McKesson
Mississauga, ON
- Full-time
McKesson is seeking a Sr. Software Developer to design, build, and scale modern software solutions that support healthcare technology innovation. In this role, you will help deliver secure,…
Added 1 hour ago
MANAGER, FINANCE ENABLEMENT, TECHNOLOGY & TRANSFORMATION (HYBRID)
Green Shield Canada
Toronto, ON · Windsor, ON
…accelerating the practical adoption of artificial intelligence, automation, data, and analytics across Finance’s day-to-day activities and monthly and quarterly…
Added 2 hours ago
EN
Senior Forward Deployed Engineer (10570) Toronto, Canada
Extreme Networks
Toronto, ON
- Full-time
Write production-quality software, including applications, agents, APIs, integrations, data connectors, tools, skills, workflows, and automation as required by the solution.
Added 2 hours ago
A
Senior Machine Learning Operations Developer: AI/ML Platform
Autodesk
Vancouver, BC · Toronto, ON · Montreal, QC · AMER - Canada - Ontario - Toronto - University Ave
- Full-time
…manufacturing, and entertainment software, is seeking a skilled MLOps Developer to join our AI/ML Platform team. This role is pivotal in ensuring the smooth operationalization of machine…
Added 2 hours ago
Lead, Technical Services
MongoDB
Toronto, ON
Lead high-visibility customer escalations and incidents, coordinating Engineering, Product, Support Operations, and other stakeholders

Purpose

Operations Specialist

Vancouver, BC, Canada

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

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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.

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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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