Associate, Business Operations, Advisor Success (12 Month Contract)

Advisor Solutions by Purpose; Toronto; Hybrid; CAD 70,000 - 75,000; Full time

Benefits offered by this job

Health benefits and dental

Equity program

Hybrid work model

Generous PTO

RRSP matching

Tuition support

Job summary

Advisor Solutions by Purpose, a Canadian fintech subsidiary of Purpose Unlimited, is hiring for a client servicing/operations role in a hybrid environment. You will liaise between Advisors, Portfolio Managers, clients, and custodians to ensure accurate transfers and documentation compliance.

The role emphasizes customer-centric service, fast delivery, and cross-functional collaboration with Engineering and Product.

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.
• Fast-paced, deadline-driven environment with ability to prioritize multiple tasks.

Responsibilities

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure timely and accurate transfers.
• Understand documentation requirements for various account transfers and guide Advisors/Portfolio Managers.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.

Skills

Client servicing

Operations

Communication

Problem solving

Zendesk

Excel

Tools

Zendesk

Excel

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 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

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!

Responsibilities: What you will do/ what you will own

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts.
• Possess a strong understanding of documentation requirements for various account transfers (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service. Proactively manage Advisor requests to streamline operations and reduce service disruptions.
• Educate Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
• Collaborate with Account Management team—to coordinate successful onboardings, client maintenance 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 and elevate matters to internal leadership or custodians when appropriate.
• Design, implement, and refine processes in the transfer department 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 Purpose 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 [e-mail]. 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.