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Added 3 hours ago
TM
Senior Content Marketing Specialist
Trudell Medical International
London, ON
- Full-time
At Trudell Medical International (TMI), we pride ourselves on our passion for finding innovative and creative solutions which has enabled us to develop medical devices that continue to make…
Added 5 hours ago
CC
Maintenance Specialist
Chrysos Corporation
Val-d'Or, QC
- Full-time
Here at Chrysos we combine science and software to create technology solutions that are changing the global mining industry; both from a productivity and environmental impact perspective.…
Added 6 hours ago
EI
Senior Calibration Technician
Ecolab Inc.
Calgary, AB
- Full-time
We are seeking an experienced Senior Calibration Technician / Calibration Specialist to join our team. This is a mid- to senior-level position for a skilled calibration and metrology…
Added 6 hours ago
P
Bilingual Nurse Practitioner - Ontario (Remote)
Phoenix
Remote, Canada
- $75 to $85 CAD / hour
- Contract
- Remote
…Product, and Engineering teams to identify friction points and co-design solutions that elevate healthcare…
Added 6 hours ago
C
Maintenance Specialist
Chrysos
Val-d'Or, QC
- Full-time
Here at Chrysos we combine science and software to create technology solutions that are changing the global mining industry; both from a productivity and environmental impact perspective.…
Added 6 hours ago
W
Associate Technical Consultant
Worley
Calgary, AB
- Full-time
…they meet today's needs and transition to more sustainable…
Added 9 hours ago
GD
Security Specialist
General Dynamics Missions System International
Dartmouth, NS
- $70,000 to $85,000 CAD / year
- Full-time
…we’re shaping the future of defence and security. Our teams design and deliver advanced, mission-critical solutions that enhance national security, strengthen communities, and protect the…
Added 9 hours ago
HR
Technical Safety Specialist
Hitachi Rail
Toronto, ON
- Full-time
The Safety Engineering department is responsible for the safety of the products and project solutions developed and deployed by the Urban Rail Signaling business line and compliance to…
Added 9 hours ago
HR
Technical Safety Specialist
Hitachi Rail
Burnaby, BC
- Full-time
The Safety Engineering department is responsible for the safety of the products and project solutions developed and deployed by the Urban Rail Signaling business line and compliance to…
Added 9 hours ago
GD
Security Specialist
General Dynamics Mission Systems–Canada
Dartmouth, NS
- $70,000 to $85,000 CAD / year
- Full-time
…we’re shaping the future of defence and security. Our teams design and deliver advanced, mission-critical solutions that enhance national security, strengthen communities, and protect the…
Added 9 hours ago
E
Simulation Specialist
Epiroc
Pitt Meadows, BC
- Full-time
…world-class service and other aftermarket support as well as solutions for automation, digitalization and electrification. Our global headquarters is based in Stockholm, Sweden and we have…
Added 9 hours ago
CM
Workflow Automation & IT Support Specialist
Colonnade Management Inc.
Ottawa, ON
- Full-time
…opportunity for a full-time, Workflow Automation & IT Support Specialist at our Ottawa office. This is a hybrid role with 3-4 days per week in…
Added 10 hours ago
UO
Communications and Research Impact Specialist
University of Alberta
Edmonton, AB
- Full-time
The Communications and Research Impact Specialist is responsible for coordinating and supporting communications and knowledge mobilization that enhance the reach, visibility, and impact of…
Added 10 hours ago
UO
Communications and Research Impact Specialist
University of Alberta
AB · Edmonton, AB
- Full-time
The Communications and Research Impact Specialist is responsible for coordinating and supporting communications and knowledge mobilization that enhance the reach, visibility, and impact of…
Added 11 hours ago
CO
Social Media Specialist
City of Barrie
Barrie, ON
- Full-time
Under the general guidance of the Supervisor of Digital Communications, the Social Media Specialist is responsible for overseeing the City's corporate and business-development-related…
Added 12 hours ago
SC
Interior Solutions Specialist
Stevans Commercial Interiors
Brantford, ON
- Full-time
…provide furniture, window coverings, fabrics, and interior solutions designed to meet the demands of senior living and healthcare environments - from product selection and quoting through…
Added 12 hours ago
P&
Spécialiste Technique CFirst / CFirst Technical Specialist
Pratt & Whitney
Longueuil, QC
- Full-time
…moteurs de location et d’autres spécialistes afin d’offrir des solutions rapides et…
Added 12 hours ago
AC
Senior Programme Manager- Electrification
Accenture Construct
Toronto, ON
- Full-time
The role provides senior programme leadership from design and procurement through construction, testing, commissioning and handover, ensuring delivery against safety, programme, cost,…
Added 12 hours ago
FC
FLIGHT CENTRE TRAVEL GROUP - POWER PLATFORM & AI SOLUTIONS SPECIALIST - TORONTO, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
- Full-time
…innovative automation, business applications, and AI-enabled solutions. In this impactful role, you'll partner with Business Analysts and stakeholders to transform business challenges into…
Added 12 hours ago
W
Experience Advisor
WorkSafeBC
Richmond, BC
- Full-time
Our Experience Design department has an exciting new opportunity for an Experience Advisor to join their growing team! You’ll be responsible for supporting the execution of the Experience…
Added 12 hours ago
B
Senior Manager Risk Strategy
BMO
Toronto, ON · BMOPLACE
- Full-time
Oversees the design, development, and implementation of tools and training required to deliver business results.
Added 12 hours ago
C
Virtual Infrastructure Specialist
CGI
Mississauga, ON
- Full-time
Ability to partner with internal stakeholders to design operational solutions
Added 12 hours ago
BH
Lead Services Specialist - Technical Support
Baker Hughes
Leduc, AB
- Full-time
As a Lead Services Specialist - Technical Support, you will provide technical expertise supporting the design, optimization, and performance of Electrical Submersible Pumping (ESP) systems…
Added 13 hours ago
M(
Growth Marketing Specialist
MaintainX (An Autodesk Company)
Remote, Canada
- Full-time
- Remote
In August 2026 MaintainX became part of Autodesk, joining Autodesk Operations Solutions, the organization unifying Autodesk's operations platform alongside Tandem, FlexSim and Fusion…
Added 13 hours ago
Spécialiste en Ingénierie Mécanique - Centre de Données, Mechanical Engineering Specialist – Data Centers, Data Center Field Engineering
Amazon
Varennes, QC
As a Data Center Mechanical Engineering Specialist, you will provide full life-cycle support to AWS Data Centers from design inception through site improvement and maintenance. You will be…

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.

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

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