Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 11 mins ago
GG
Membership Consultant
Gold's Gym - British Columbia
Port Coquitlam, BC
- $18.25 to $19.25 CAD / hour
- Full-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…
Added 41 mins ago
WC
Health Care Aide - HCA
West Coast Seniors Housing Management Limited Partnership
Victoria, BC
- $31.64 CAD / hour
communities is an integral member of the team, performing their role in
Added 41 mins ago
WC
Health Care Aide - HCA
West Coast Seniors Housing Management Limited Partnership
Summerland, BC
- $31.64 CAD / hour
communities is an integral member of the team, performing their role in
Added 41 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Calgary, AB
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 41 mins ago
ME
General Manager - Edmonton South MEC
Mountain Equipment Company
Edmonton, AB
- $89,500 to $112,200 CAD / year
…building leadership capability, and holding the Senior Staff Team (SST) accountable for consistent execution across all areas of the business. You are responsible for delivering exceptional…
Added 41 mins ago
ME
Full Time Visual Merchandiser - Whistler
Mountain Equipment Company
Whistler, BC
- $20.4 to $23 CAD / hour
- Full-time
…product displays. You’ll help in other ways too, give exceptional member service by matching people with gear that suits their needs, and you’ll share your real-world experience about…
Added 41 mins ago
ME
Retail Sales Associate (Advisor) - Whistler
Mountain Equipment Company
Whistler, BC
- $19.35 to $20.2 CAD / hour
As a founding team member, you'll help shape our culture and build real connections in the local outdoor community - bringing MEC's purpose to life from day one in one of the world's most…
Added 41 mins ago
Retail Store Advisor (Flex)
Mountain Equipment Company
Moncton, NB
As a Flexible Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 41 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Edmonton, AB
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 41 mins ago
ME
Full Time - Used Gear Repair Specialist
Mountain Equipment Company
Kelowna, BC
- $21.4 to $22.2 CAD / hour
- Full-time
Assess member needs, budget, experience level, and product preferences.
Added 41 mins ago
ME
Part Time - Used Gear Repair Specialist
Mountain Equipment Company
Kelowna, BC
- $21.4 to $22.2 CAD / hour
- Part-time
Assess member needs, budget, experience level, and product preferences.
Added 41 mins ago
ME
Department Manager, Category
Mountain Equipment Company
Nanaimo, BC
- $48,100 to $60,200 CAD / year
As the Department Manager, Category, you are a key store leader accountable for driving strong business and member outcomes through effective product category leadership, operational…
Added 41 mins ago
ME
Full Time - MEC Advisor (Downtown Location)
Mountain Equipment Company
Edmonton, AB
- Full-time
As an Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your real-world…
Added 41 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Kelowna, BC
- $19.35 to $20.2 CAD / hour
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 41 mins ago
ME
Retail Sales Associate (Advisor) - Whistler
Mountain Equipment Company
Whistler, BC
- $19.35 to $20.2 CAD / hour
As a founding team member, you'll help shape our culture and build real connections in the local outdoor community - bringing MEC's purpose to life from day one in one of the world's most…
Added 41 mins ago
ME
Retail Manager - Whistler
Mountain Equipment Company
Whistler, BC
- $56,000 to $69,900 CAD / year
As a Department Manager, you are a key member of the store leadership team responsible for delivering strong business results, building high-performing teams, and creating exceptional…
Added 41 mins ago
ME
Visual Merchandiser - Whistler
Mountain Equipment Company
Whistler, BC
- $20.4 to $23 CAD / hour
…product displays. You’ll help in other ways too, give exceptional member service by matching people with gear that suits their needs, and you’ll share your real-world experience about…
Added 41 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Burlington, ON
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 41 mins ago
ME
Department Manager, Category - Footwear (Full Time)
Mountain Equipment Company
Quebec, QC
- Full-time
Customer service is not just your skill, it’s your mindset. You’ll go out of your way to provide an excellent member experience.
Added 56 mins ago
TD
Paralegal, Financial Corporate Commercial
Thompson Dorfman Sweatman LLP
Winnipeg, MB
- Full-time
…person, a visible minority, a person with a disability, and/or a member of the 2SLGBTQ+ community to apply. We also welcome you to self-identify your membership in these groups if you wish…
Added 56 mins ago
KS
Assistant Store Manager I
kate spade new york
Vancouver, BC · Pacific Centre
- Full-time
…Manager to drive sales performance, operational excellence, and team development. You lead by example on the sales floor, delivering exceptional customer experiences and upholding Coach’s…
Added 56 mins ago
CS
Family Guidance Worker
Carrier Sekani Family Services
Prince George, BC
- $41.73 to $54.04 CAD / hour
- Full-time
As part of the Child Safety & Family Guidance team, you will apply your experience in child protection to shape the paths forward for Indigenous children, youth, and families. You will help…
Added 56 mins ago
TS
Community Ministries Worker
The Salvation Army Canada and Bermuda Territory
Nelson, BC · West Kootenay Circuit - Nelson
- Part-time
Ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 1 hour ago
K
Superintendent - Kiewit Foundations District
Kiewit
Toronto, ON
- Full-time
…with development plans, skill sets, and career goals of each team member. This means your Kiewit adventure is custom-designed to meet our shared…
Added 1 hour ago
W
food counter attendant
Wendy's
Gibsons, BC
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

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