Advisor Success - Associate, Business Operations

Purpose Unlimited; Toronto; Hybrid; CAD 70,000 - 75,000; Full time

Benefits offered by this job

Equity program

Hybrid work model

Group health benefits

Job summary

Purpose Unlimited, a leading independent financial services firm in Canada, is seeking a dedicated professional to join Advisor Solutions by Purpose. You will act as the primary contact for Advisors, Portfolio Managers, clients, and custodians, ensuring accurate processing of client transactions and expert guidance on cash movements across various accounts.

You will drive operational efficiency, manage requests end-to-end, and educate stakeholders on processes while collaborating with multiple

Qualifications

• 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.
• Ability to prioritize and execute multiple tasks in a fast-paced environment.

Responsibilities

• Serve as the primary point of contact between Advisors, Portfolio Managers, clients, and our custodian to ensure client account transactions are processed accurately and on time.
• Understand cash movements for various client accounts and provide guidance to Advisors and Portfolio Managers as needed.
• Proactively manage Advisor requests from intake to resolution, streamlining operations and reducing service disruptions.
• Foster strong relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.
• Educate Advisors and Portfolio Managers on process adherence and timeline expectations.
• Collaborate with Account Management and Transfer teams to coordinate client service and a seamless experience.
• Support Advisors with platform inquiries by troubleshooting and escalating issues to internal teams.
• Collaborate with Product on testing new feature rollouts; refine processes on the Money Movement desk.

Skills

Client servicing

Operations

Analytical skills

Communication

Tools

Zendesk

Excel

Job description

Purpose Unlimitedis 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 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. For more information, please visit https://www.purposeadvisors.com

Vacancy Status: This is for a current opening.

Compensation: $70,000 - $75,000

Job Description

Responsibilities: What you will do/ what you will own

• Serve as the primary point of contact between Advisors, Portfolio Managers, clients, and our custodian to ensure client account transactions — including deposits, withdrawals, and internal transfers — are processed accurately and on time.
• Possess a strong understanding of cash movements for various client accounts (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RRIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
• Proactively manage Advisor requests from intake to resolution, streamlining operations and reducing service disruptions, and escalating matters to internal leadership or our custodian when appropriate.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.
• Educate Advisors and Portfolio Managers on the importance of following processes across requests and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
• Collaborate with the Account Management and Transfer teams to coordinate client service and deliver a seamless client experience.
• Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g., Engineering) to address workflow or functionality discrepancies.
• Collaborate with Product on testing new feature rollouts; design, implement, and refine processes on the Money Movement desk to ensure exceptional client service.

Qualifications: What you will bring

• 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 Zendesk and Excel is an asset.

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 -a flexible paid time-off policy covering vacation, 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.

Advisor Solutions by Purposeis 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 [e-mail] 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.