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Added 29 mins ago
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Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the…
Added 1 hour ago
SS
Transfer Agency Centralized Alternatives, Senior Associate
State Street
Toronto, ON
- Full-time
The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. The candidate will need to supervise with…
Added 1 hour ago
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Associate Director - U.S. Credit Risk Review
RBC
Toronto, ON
- Full-time
…corporate governance processes - focusing on Wholesale and Wealth Management portfolios in the United States. Key stakeholders include 1st and 2nd line of defense bankers, senior…
Added 1 hour ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 1 hour ago
Customer Experience Associate - Penticton, BC (15 hours/week)
Scotiabank
ON · Penticton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
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Associate, Junior Broker & Administration
HUB International
Grande Prairie, AB
- Full-time
Previous experience in a client-facing, administrative, or office support role
Added 2 hours ago
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Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
Scotiabank
Winkler, MB
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 4 hours ago
RB
Associate Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 hours ago
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Portfolio Advisor, Portfolio Construction & Practice Management
RBC Dominion Securities
Toronto, ON
- Full-time
…guidance. The ideal candidate has portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear…
Added 4 hours ago
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Associate Advisor
RBC Dominion Securities
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 hours ago
Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
Scotiabank
Clarenville, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 hours ago
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Associate Manager, Membership Marketing
BCAA
Burnaby, BC · *Head Office
- Full-time
We're looking for an Associate Manager, Membership Marketing to join our Marketing team on a fixed-term contract expected to end on July 14, 2028. In this role, you'll help drive Membership…
Added 6 hours ago
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Associate Manager, Audit Operations & Reporting
Manulife
Toronto, ON
- Full-time
4+ years of experience in internal audit, risk management, governance, executive reporting, consulting, financial services, or a related field.
Added 6 hours ago
Investment Associate
Odlum Brown
Vancouver, BC
We have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.
Added 7 hours ago
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Sales Associate | The CORE (October - January)
Rocky Mountain Soap Company
Calgary, AB
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 7 hours ago
RM
Sales Associate | Canmore (October - January)
Rocky Mountain Soap Company
Canmore, AB
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 7 hours ago
OB
Investment Associate
Odlum Brown Limited
Vancouver, BC
- Full-time
We have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.
Added 7 hours ago
Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
Scotiabank
Winkler, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 7 hours ago
S
Customer Experience Associate, Part-Time - Cold Lake, AB (18.75 Hours/Week)
Scotiabank
Cold Lake, AB
- Part-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 8 hours ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 8 hours ago
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Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 8 hours ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 9 hours ago
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Associate Advisor
RBC
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 9 hours ago
Customer Experience Associate - MacLeod Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…

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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