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Added 4 mins 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 4 mins ago
GC
Vice President Finance
GlassRatner Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is a highly respected, mission-driven organization dedicated to improving well-being and quality of life in the communities it serves. The organization is seeking a strategic and…
Added 4 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 4 mins ago
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VP, Finance
About Staffing
Calgary, AB
- $180,000 to $210,000 CAD / year
- Full-time
Our SE Calgary client is a growing financial services organization with operations across Canada and the United States. With multiple business entities and a fast-moving environment, the…
Added 5 mins ago
Insurance Advisor, Dealer Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Penticton, BC
As an Insurance Advisor, Dealer Auto Services you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile…
Added 21 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 21 mins ago
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Talent Acquisition Specialist
EllisDon
Mississauga, ON
- Full-time
…full-cycle recruitment across a range of roles, act as a trusted advisor to hiring managers, and find great candidates for our projects. We’re looking for strong recruiting instincts, sound…
Added 21 mins ago
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Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Toronto, ON · Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 21 mins ago
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Banking Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 21 mins ago
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Client Advisor
RBC
NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 33 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 33 mins ago
WW
Account Executive - North America
Wello Worldwide
Toronto, ON
- Full-time
…that you can grow as a professional and a social media expert…
Added 36 mins ago
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Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Escalate Client complaints including assessment and advisor investigations.
Added 36 mins ago
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Financial Advisor - CIRO-ID
CIBC
Georgetown, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 36 mins ago
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
Montreal, QC
Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are…
Added 36 mins ago
Business Advisor - Regional Opportunities - (Kelowna - Vernon) Southeast BC District
Scotiabank
Kelowna, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 36 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
Client leadership: Build trusted executive relationships with the Department of National Defence, Canadian Armed Forces, Defence Construction Canada, Public Services and Procurement Canada,…
Added 36 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
Client leadership: Build trusted executive relationships with the Department of National Defence, Canadian Armed Forces, Defence Construction Canada, Public Services and Procurement Canada,…
Added 50 mins ago
PI
Project Technologist
Pinchin in Canada
Kelowna, BC
- Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 1 hour ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
The Financial Services Administrator supports the full lifecycle of the client relationship; from onboarding, through every transaction, compliance requirement, and review.
Added 1 hour ago
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Lawyer
W3Global
Montreal, QC
- $100,000 to $150,000 CAD / year
- Full-time
You will act as a strategic advisor to clients and, depending on your experience, contribute to the protection and management of their intellectual property assets;
Added 1 hour ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 1 hour ago
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Manager, Mutual Fund Governance
BMO
Toronto, ON · Montreal, QC · BMOPLACE
- Full-time
…regulatory requirements, stakeholder needs, and the desired client experience. The role requires a strong understanding of the regulatory landscape, including CIRO Mutual Fund Dealer Rules…
Added 1 hour ago
R
Banking Advisor
RBC
Weyburn, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…

Purpose

Portfolio Manager, Multi-Asset Wealth Solutions

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 1, 2026
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.

The role

Purpose Investments is looking for a Portfolio Manager to own every investment solution on the Steadyhand and Harness wealth platforms - over $3.5B in AUM and growing - with full construction authority over the Founders and Builders funds.

The Human AI Partnership

AI handles the aggregation - pulling model and fund performance data, drafting first-pass commentary, flagging mandate drift across sub-advisors. You handle the judgment - the construction call, the public defense of that call, and the platform-wide accountability advisers and clients rely on.

What you'll do

Own platform-wide PM accountability across every Steadyhand and Harness solution
Lead full construction and management of the Founders and Builders funds
Keep model portfolios aligned to Purpose's house view and each client outcome
Govern third-party sub-advisor performance and mandate adherence

What you must bring

Hands-on multi-asset model portfolio construction experience (fund-of-funds or SMA)
An investment background strong enough to make portfolio decisions, not just interpret them
Excellent communication skills - adviser conversations, public speaking, written commentary
Comfort as a single point of accountability, working closely with peers on adjacent parts of the Platform

Why Purpose

This is platform-wide construction authority most PM roles never offer - real ownership of Founders and Builders plus the mandate to shape every model on the shelf. You'll build the AI-assisted monitoring muscle now, ahead of where the rest of the industry is headed, with full backing to be the public, credible voice behind the numbers.

Platform-wide PM roles like this - real construction authority plus full platform accountability - don't open often at Purpose, and won't stay open long once the right person is in the room. If you're strong across the core of this role but still building on one or two of the differentiators, we want to hear from you anyway.

Tell us about a time you had to defend a portfolio decision to someone who disagreed with it - what did you say, and did you change your mind?

If that question got you thinking rather than worried, we'd like to talk.

Every role at Purpose is assessed against our five values:

Innovation – You bring new ideas, challenge the status quo, and find better ways of building. You don’t wait for permission to experiment.
Courage – You speak up when something isn’t working, take difficult stands on technical quality, and act with conviction even when it’s uncomfortable.
Owner’s Mindset – You take full accountability for your squad’s outcomes. You treat the platform, the team, and the business as your own.
Client Focus – You place client outcomes at the center of every architectural and delivery decision.
Winning Through Individual and Collective Growth – You invest in your own development and actively contribute to the growth of every engineer around you.

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 - flexible paid time-off policy with unlimited vacation days, and flexible 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 Unlimited is an equal opportunity 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 & Culture team at PeopleCultureTeam@purpose-unlimited.com.

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.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Apply About employer

More about this job

Responsibilities

Own portfolio management accountability across all Steadyhand and Harness wealth platform solutions, keeping model portfolios aligned with Purpose's investment outlook and client outcomes. Lead construction and management of the Founders and Builders funds, and oversee third-party sub-advisor performance and mandate adherence.

Requirements

Candidates must have hands-on experience constructing multi-asset model portfolios, such as fund-of-funds or separately managed accounts, and a strong investment background to make portfolio decisions. They must also communicate effectively with advisers and clients, speak publicly, write investment commentary, and be comfortable serving as a single point of accountability.

Skills

Model Portfolio Management
Fund-of-Funds Management
Separately Managed Accounts
Investment Decision-Making
Portfolio Management
Fund Management
Investment Commentary
Public Speaking
Adviser Communication
Sub-Advisor Oversight
Mandate Adherence Monitoring
Performance Analysis
Client Outcome Alignment
Artificial Intelligence-Assisted Monitoring

Benefits

Equity Program
Health Insurance
Dental Insurance
Life Insurance
Lifestyle Spending Account
Flexible Paid Time Off
Unlimited Vacation Days
Flexible Sick Leave
Mental Health Days
Paid Parental Leave
Group RRSP Matching
Optional TFSA Program
Training Opportunities
Tuition Support

Visa sponsorship

Not detected in the job text

Keywords

Multi-Asset Investing
Portfolio Management
Model Portfolios
Fund-of-Funds
Separately Managed Accounts
Asset Management
Wealth Management
Investment Solutions
Portfolio Construction
Founders and Builders Funds
Steadyhand
Harness
Sub-Advisor Oversight
Mandate Adherence
Investment Performance
Model Portfolio Alignment
Client Outcomes
Investment Commentary
Public Speaking
Adviser Relations
Artificial Intelligence
Performance Data
Mandate Drift Monitoring
Financial Services

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