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 to address historically underserved market segments. Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, Driven, and Harness Investment Management.

Who is Advisor Solutions by Purpose?



Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada's Top 2023 Small and Medium Employers, Advisor Solutions by Purpose's end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.



Who You Are?



You are passionate, and you are excited to provide delightful service. You use insights to drive outcomes and are compassionate. You're committed to delivering, learning, and growing as a team.

If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

Is this you? We would like to speak to you!

Responsibilities:

Liaise between Advisors, clients, and custodians to ensure timely and accurate onboarding of new account openings. Understand requirements for each type of account offered (for example, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust, etc.) and conduct Quality Assurance (QA) reviews on new account documents for accuracy based on outlined procedures and regulatory requirements. Form relationships with Advisors, Portfolio Managers, and various Partners to provide exceptional service. Proactively facilitate Advisor requests to streamline operations and minimize service disruptions. Ensure current or newly required documentation is updated as needed. Adhering to procedures set by Operations and Compliance is a key component. Assist Advisors with platform-related queries. Escalations to various internal teams (for example, Engineering) may be required if issues arise or workflow functionality may be out of sync. Back up other CoE (Centres of Excellence) in the department as required. Build cross-working relationships to coordinate service and operational activities with other CoEs as required. This includes Money Movement, Account Transfers, and Relationship Managers.

Requirements:

2-4 years of proven professional experience in the client servicing or operations role. 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 thrive (or excel) in a fast-paced and deadline-driven environment. You must be able to prioritize and execute multiple tasks in a fast-paced environment, providing fast, friendly, and accurate service.

Nice to have:

Completion of the Canadian Securities Course (CSC) is an asset. Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other departments. Experience using SQL and Excel is an asset.

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 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.