Portfolio Manager

Purpose Unlimited; Canada; Híbrido; CAD 110.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity program

Health benefits

Lifestyle Spending Account

RRSP matching

Tuition support

Descripción de la vacante

Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is seeking a Portfolio Manager who will own critical decisions and cultivate new business with partner firms in Canada. This role blends human insight with AI-assisted data to deepen relationships and grow mandates.

The position offers a flexible hybrid work model, competitive compensation in the CAD range, and a benefits package including health, dental, and an equity program.

Formación

• CFA or CIM designation.
• 3–5 years in portfolio management, investment advisory, or wealth management, client-facing.
• Fluent in French (written and verbal).
• Demonstrated track record of meeting and exceeding KPIs.
• Bachelor's degree in Finance, Economics, Business, or related field.

Responsabilidades

• Be the advisor's first call, not the escalated one.
• Run a proactive service cadence — scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins.
• Build personalised portfolios reflecting real client empathy, not templated allocations.
• Align trading, product, service and sales behind complex client opportunities and collaborate to win mandates.
• Consistently meet and exceed growth, retention, and KPI targets.

Conocimientos

Portfolio mgmt

Client-facing

French fluency

KPI track record

Educación

Bachelor's in Finance/Economics/Business

Herramientas

CRM systems

Descripción del empleo

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

Harness Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients.

Vacancy Status: This is for a current opening.

Compensation: $110,000 - $140,000

Job Description

Every portfolio decision made for a partner firm either deepens their trust in Purpose or costs the next decade of that relationship. We're hiring the Portfolio Manager who owns that decision — and owns turning it into new business.

What you will do/ what you will own

• Be the advisor's first call, not the one they escalated to when something's already wrong
• Run a proactive service cadence — scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins
• Build personalised portfolios that reflect real empathy for the client, not templated allocations with their name on them
• Align trading, product, service and sales behind complex client opportunities — actively pulling in the right people to win and grow mandates, not just flagging that they exist
• Consistently meet and exceed your growth, retention, and KPI targets

The Human-AI Partnership

AI handles some of the routine data aggregation and reporting. You spend your time where AI can't: reading what a client actually needs, resolving the complaint that could have cost the relationship, and building the trust that keeps a partner firm from shopping the mandate elsewhere.

Qualifications: What you must bring

• CFA or CIM designation
• 3–5 years in portfolio management, investment advisory, or wealth management, client-facing
• Fluent in French (written and verbal), with the ability to communicate confidently with clients and colleagues
• A demonstrated track record of meeting and exceeding KPIs
• Bachelor's degree in Finance, Economics, Business, or related field

Why Purpose

Purpose's partner network is scaling right now, and this role sits at the center of that growth — this is portfolio management built around real growth and real relationships, not routine service delivery.

Tell us about a time you turned a partner-firm relationship into more business than the mandate on paper called for.

If that's a story you're proud of, we'd like to hear it.

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-
• 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.