Product Designer

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.

Vacancy Status: This is for a current opening.

Compensation: $110,000 - $130,000

Job Description

Who you are

You notice the extra click. You can explain why one screen feels calm and another feels crowded, and you can say it in a design review without raising your voice. You would rather ship a sharp first version and improve it than polish something nobody has tried. You use AI every day, and you trust your own eye over any tool’s output.

If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you!

The Role

Advisors should feel the quality of our software before they read a single label. You will set that standard, and build the system and the judgment that keep it there as AI helps us build faster. Our teams already use AI to draft and build interfaces from the Purpose design system. That makes taste the scarce skill: knowing what to remove, when an extra click is one too many, and when a simple first version is the right call.

As Product Designer, you own the quality of the experience from first concept to production, and you help decide what good looks like when the system is an active participant.

This role expresses Innovation in how advisors work with AI, Client-Focused in every decision about the advisor and investor experience, and Owner’s Mindset in how you carry the quality of what ships.

Outcomes You Will Own

1. Advisors feel the quality – Core advisor workflows meet a shared quality bar for clarity, speed and polish, tracked through task time and advisor feedback.

2. Fewer clicks, more done – Routine tasks move from suggest-and-confirm toward automatic or bulk approval wherever accuracy has earned it.

3. AI that advisors trust – Agentic surfaces show what the system did, how confident it was, and how to step in or undo.

4. A design system that carries the load – Designers, engineers and AI tools start from the same system, so one-off fixes and visual regressions drop.

5. Shorter path from idea to production – Concepts reach engineers as working, reviewable previews, so decisions happen on real screens.

Who You Will Work With

You are a new hire on the Wealth Product team, reporting to the Head of Product, Wealth. You own the design work you take on, with design direction and critique from the Senior Product Designer. Your daily partners are Product Managers and Engineers, with regular time alongside the advisors and firms who use what you design. Design quality is a priority at the top of the company. A member of our senior leadership team is closely involved, and your point of view is expected in the room.

Responsibilities: What you will do / What you will own

• Handle forms and inquiries from Investor Specialists on new account applications, trade requests and other documents
• Manage account transfers to and from other institutions
• Monitor and process daily cash movements into the funds, reconciling any discrepancies
• Monitor and track daily valuations, reconciling any differences

What AI Does So You Don't Have To

• Drafts first-pass layouts, component variants and responsive states from the design system
• Builds clickable prototypes and working previews for quick review
• Checks designs for token, spacing and accessibility consistency
• Writes first-draft micro copy, empty states and error messages
• Turns usability sessions, support tickets and advisor feedback into themes
• Keeps component documentation current
• AI produces the first draft. You decide what is worth keeping.

What Only You Can Do

• Set the quality bar: decide what an advisor should never have to click, read or decide twice
• Design the moments when AI acts for the advisor: when it suggests, when it automates, when it asks, and how trust is earned
• Own the standards of the design system, and review what people and AI build with it
• Sit inside advisor and investor workflows and find the problems no one has named yet
• Make regulated moments, like consent, disclosures and KYC, simple without hiding what matters
• Argue for the user in a room of strong opinions, and bring people with you

What You'll Build Here

Help define what excellent looks like when software works alongside the advisor. Advisor software is moving from screens people operate to systems that do work for them: meeting insights that become tasks, profiles that keep themselves current, workflows that move on their own. The interaction patterns for that are still being written.

Few places let a mid-senior designer shape those patterns, in a regulated industry where getting the details right matters. The work you do here becomes the work you are known for.

The first six months get the foundations right: a consistent product, a cleared design backlog, and features tested with the people who use them. Then the AI work accelerates.

You will have a clear mandate, a design system to build on, and an engineering team that moves quickly.

Qualifications: What you will bring

• 3–6 years of product design experience, with a portfolio that shows strong interaction design and visual craft
• Experience designing complex, multi-state interfaces: flows and edge cases, not just finished screens
• Fluency in Figma and modern prototyping tools, and daily use of AI in your design process
• Working knowledge of design systems: building within them, contributing to them, knowing when to push past them

What Will Set You Apart

• Experience in wealth management, fintech or another regulated domain
• Designed for AI-powered or agentic products: confidence states, async processes, human-in-the-loop flows, explainability
• Accessibility experience, including designing to WCAG
• Familiarity with user research and usability testing, and how to apply what they find
• Experience producing design documentation for a security or compliance standard, such as ISO 27001 or SOC 2

What Success Looks Like In Your First Six Months

• By March 1: a consistent app - The product is designed consistently to the Purpose design system, half of the design backlog is remediated, and quality baselines are set.
• By June 1: a cleared backlog - Every design step missed on in-flight and shipped work is corrected, and the full backlog is remediated.
• Redesigns advisors have tested - Workflow orchestration, note-taking, task management, Monogram and the investor portal support page are redesigned to the design system and validated with advisors and firms.
• Core pages on the system - Client Profile, Home and Insights are redesigned to the design system.
• Quality we can show - Your design work follows our internal processes and controls for SOC 2 and ISO 27001, so quality is something we can evidence, not just claim.

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 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.