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 Much of what is available to the average Canadian investor today is outdated and expensive.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





We're on a mission to redefine financial services through innovation and we're looking for a Senior Financial Analyst who's ready to grow with us. The role will focus on our asset management (Purpose Investments) and wealth (Purpose Advisor Solutions) divisions. The Senior Financial Analyst will be a key contributor to improving how we operate by implementing the best tools and solutions.

Responsibilities:

What you will do

Deliver Insightful Financial Reporting: Lead the preparation of monthly, quarterly, and annual financial statements under IFRS, ensuring accuracy and clarity that empowers decision-making. Elevate Financial Operations: Collaborate with cross-functional teams to refine and scale financial processes, embracing cutting-edge tools and methodologies to enhance efficiency and transparency to embed finance across our business operations. Support Regulatory Excellence: Ensure timely and accurate submissions to securities regulators and stakeholders, building on our reputation for integrity and compliance. Drive Strategic Impact: Provide actionable financial analysis that informs business strategy, supports growth initiatives, and strengthens our competitive edge. Partner Across the Business: Work closely with leaders to understand evolving needs, solve complex challenges, and deliver financial clarity that drives results.

Qualifications:

What you will bring

CPA designation and a strong academic foundation in Accounting, Finance, or a related field. 2-5 years of progressive experience, ideally in asset management, investment funds, or wealth management, with a keen interest in financial innovation in Canada. A passion for process improvement, data-driven decision-making, and scalable solutions. Experience with modern financial systems (e.g., Oracle, Workday, NetSuite) and advanced Excel capabilities. Exceptional communication and collaboration skills, with the ability to influence and inspire across teams. A growth mindset, high integrity, and a drive to make a meaningful impact.

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.

PU

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.