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Added 34 mins ago
SC
HSE Advisor
SHE Consulting Inc.
Whitehorse, YT
- Full-time
A strong group with capacity to complete the work required and produce high quality deliverables.
Added 1 hour ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 2 hours ago
NB
BREWPUB SERVICE SUPERVISOR
NWT Brewing Company Ltd.
Yellowknife, NT
- Part-time
…50 bars list in 2018 and have held the number 1 spot on Trip Advisor for several years. We value good beer, exceptional fresh food and strive daily to provide a world-class customer…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 3 hours ago
CB
Sales Associate - CosmoProf Store # 07516
CosmoProf Beauty
Charlottetown, PE
- 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 4 hours ago
FT
Human Resources Advisor - Recruitment
Fountain Tire
Edmonton, AB
- Other
Join Fountain Tire as a Human Resources Advisor – Recruitment and go beyond traditional recruitment by building and continuously improving the strategies, tools, and resources that help our…
Added 5 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 5 hours ago
ENGINEER
City of Toronto
Toronto, ON
The first five program areas are led by a Senior Engineer, and the last is led by a Source Water Protection Advisor. As an Engineer in PIE, you will report to a Senior Engineer. Two (2)…
Added 5 hours ago
AL
Shop Service Advisor (Neepawa)
AgWest Ltd.
Neepawa, MB
- Full-time
We are looking for an experienced and motivated Shop Service Advisor to lead our service operations and support our technicians in delivering exceptional customer service. This role is…
Added 6 hours ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Acts as a key advisor to external partners and stakeholders, shaping collaborative initiatives and shared system priorities.
Added 6 hours ago
SI
Senior Director, Revenue Management
Saputo Inc.
Montreal, QC
- Full-time
At Saputo, we bring good to the table by making high-quality products, investing in our people, and supporting communities around the world . As a top 10 global dairy processor, we value…
Added 6 hours ago
Beauty Advisor (Inside Sales) Sally Beauty 05605
Sally Beauty
East Gwillimbury, ON
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 6 hours ago
L
EyeCare Advisor
LensCrafters
Montreal, QC
- Part-time
The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the highest quality Optometric care.…
Added 6 hours ago
EL
Beauty Advisor/Artist Sales Associate
Estée Lauder Companies
Niagara-on-the-Lake, ON
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 6 hours ago
Beauty Advisor- Cosmetics Company Store - Part Time - Seasonal - Toronto Premium Outlets - Halton Hi
Estée Lauder Companies
Halton Hills, ON
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 7 hours ago
UF
Associate Director, Content Marketing
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Full-time
…Federation of Greater Toronto works to preserve and strengthen the quality of Jewish life in Greater Toronto, Canada, Israel and around the world. UJA advances this mission through…
Added 7 hours ago
OD
Salesforce Lead
OSI Digital
Toronto, ON
- Full-time
Act as the primary Salesforce solution advisor to business stakeholders, translating business requirements into scalable Salesforce architecture and implementation strategies.
Added 7 hours ago
Beauty Advisor/Artist Beauty Advisor - The Cosmetic Company Store- Seasonal Part time - Quebec (QC)
Estée Lauder Companies
Montreal, QC
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 8 hours ago
E
Principal Technical Consultant, Senior Hydrogeologist
ERM
Calgary, AB · Vancouver, BC
- $109,900 to $147,300 CAD / year
- Full-time
Serve as a trusted client advisor by strengthening long-term relationships and expanding ERM’s market presence through high-quality delivery and strategic insight.
Added 8 hours ago
P
Portfolio Manager, Multi-Asset Wealth Solutions
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 8 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- 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. As an…
Added 8 hours ago
LH
Chiropractor
Lifemark Health Group
Quinte West, ON
- $38.84 to $56.96 CAD / hour
- Full-time
…are creating a connected, patient-first ecosystem that brings quality care to more Canadians, every day. Our vision is to create a future where interdisciplinary healthcare providers are…
Added 8 hours ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Fort Erie, ON
- Contract
…are creating a connected, patient-first ecosystem that brings quality care to more Canadians, every day. Our vision is to create a future where interdisciplinary healthcare providers are…
Added 8 hours ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $54.14 CAD / hour
- Contract
…are creating a connected, patient-first ecosystem that brings quality care to more Canadians, every day. Our vision is to create a future where interdisciplinary healthcare providers are…
Added 8 hours ago
LH
Physiotherapist
Lifemark Health Group
Collingwood, ON
- $36.92 to $54.14 CAD / hour
- Contract
…are creating a connected, patient-first ecosystem that brings quality care to more Canadians, every day. Our vision is to create a future where interdisciplinary healthcare providers are…

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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