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.

Vacancy Status:

This is for a current vacancy

Compensation:

$120,000 - $140,000 annual salary

Responsibilities:

What you will do

Strategic Insight

Support enterprise and subsidiary-level strategic planning, including long-range planning, scenario analysis, and sensitivity modeling. Build and maintain financial models, benchmarking analyses, and scenario frameworks to support investment decisions and pricing strategies Identify performance trends, emerging risks, and opportunities; deliver clear, actionable recommendations that improve financial outcomes Challenge assumptions and provide creative, data-driven alternatives to support growth initiatives and resource prioritization. Serve as a trusted advisor to executive leadership, influencing long-term strategy and key decisions through rigorous financial insight and strong judgment.

Business Partnership & Influence

Act as a Finance partner to business and functional leaders, shaping financial narratives and embedding performance accountability Define KPIs and reporting requirements in partnership with stakeholders to ensure alignment, consistency, and decision-useful outputs. Ensure integrity of enterprise reporting by reconciling centralized data platforms with cross-functional inputs, reinforcing credibility and confidence in financial results. Support in elevating finance's role from reporting to strategic partnership through proactive engagement and insight-led dialogue.

Continuous Improvement, Automation & AI

Drive continuous improvement across FP&A by enhancing scalability, efficiency, and timeliness of financial insights. Lead automation, analytics, and AI-enabled initiatives to modernize planning, forecasting, and management reporting. Support process improvement and policy development initiatives that strengthen the FP&A function and support sustainable growth.

Qualifications:

What you will bring

Bachelor's degree in Finance, Accounting, Economics, or a related discipline; CPA, CFA, or MBA preferred. 5+ years of progressive FP&A or financial analysis experience, ideally within asset management, wealth management, or financial services. Strong leadership mindset with the ability to influence, challenge constructively, and build durable business partnerships through data-driven insight. Advanced financial modeling, forecasting, and strategic analysis capabilities with strong attention to detail. Expert-level Excel skills and experience with BI tools, data warehouses, and enterprise reporting platforms. Exceptional ability to synthesize complex financial information into clear, compelling insights for executive audiences. Demonstrated success operating in a fast-paced, growth-oriented environment with senior stakeholders.

Why should you join us?

We are one of Canada's Top Small & Medium Employers' 2023 & 2024. 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. 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.