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Added 7 mins ago
VA
Registered Veterinary Technologist, Landing Animal Hospital
VCA Animal Hospitals
Calgary, AB
- Full-time
…location takes pride in its legacy of excellence, earning the trust of pet owners by delivering the highest quality of medicine to keep pets happy and…
Added 8 mins ago
MR
Part-Time Sales Associate
Match Retail
Toronto, ON · Willowdale, ON
- $22 CAD / hour
- Part-time
What You’ll DoAs a Sales Associate, you will be the face of our brand, working independently at a kiosk within a retail location. You will engage with customers, provide personalized…
Added 8 mins ago
MR
Part-Time Sales Associate
Match Retail
Markham, ON
- $22 CAD / hour
- Part-time
What You’ll DoAs a Sales Associate, you will be the face of our brand, working independently at a kiosk within a retail location. You will engage with customers, provide personalized…
Added 53 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Airdrie, AB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 53 mins ago
A
Associate Director Identity Security
Accenture
Toronto, ON
- Full-time
Reporting to the Canada Identity and Trust Leader, this is a critical role within Accenture’s Identity and Trust consulting practice and will provide executive leadership, take ownership…
Added 53 mins ago
T
Customer Experience Associate
TD
Langley (District), BC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 53 mins ago
T
Customer Experience Associate
TD
Sault Ste. Marie, ON
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
VI
Associate, Investments
Vital Infrastructure Property Trust
Toronto, ON
- $115,000 to $125,000 CAD / year
- Full-time
…essential healthcare infrastructure. We're a real estate investment trust with more than $5B of assets under management, owning and operating a portfolio of 104 high-quality properties…
Added 1 hour ago
EC
Event Audio Visual Technician- Part Time- Fairmont Jasper Park Lodge
Encore Canada
Jasper, AB
- Part-time
High School Diploma required. Associate degree is preferred
Added 1 hour ago
WC
Omni Customer Fulfillment Associate
Walmart Canada
Cochrane, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Airdrie, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Peterborough, ON
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Fort McMurray, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Préposé au traitement des commandes OMNI
Walmart Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Milton, ON
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
OMNI Customer Fulfillment Associate
Walmart Canada
North Vancouver, BC
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
TC
Senior Manager, Portfolio
Travelers Capital Corp
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
…scalability of Travelers Capital. This role will sit between the associate level and senior leadership, providing mentorship, skill development to the associates, while providing support…
Added 1 hour ago
IE
Structural Project Engineer
Ikon Engineers Canada Ltd.
Vancouver, BC
- Full-time
…our Structural department that will report to the department Associate…
Added 1 hour ago
SD
Supervisor, Production
Shoppers Drug Mart
Burnaby, BC
- Full-time
…service, specific expertise, and actionable advice to support Associate-Owners and their staff in delivering the best health, beauty, and convenience services to…
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Slave Lake, AB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
…scalability of Travelers Capital. This role will sit between the associate level and senior leadership, providing mentorship, skill development to the associates, while providing support…
Added 2 hours ago
T
Personal Banking Associate-1
TD
AB · St. Albert, AB
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 hours ago
Analyst or Associate, Debt Capital Advisory
EY
Toronto, ON
Toronto: Analyst - $73,000 to $99,500 | Associate - $98,000 to $138,000
Added 2 hours ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Peterborough, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Milton, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…

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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