Vancouver, British Columbia, Canada · Hybrid
$65k–$80k/yr
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 develop…
Skills: Client servicing, Operations, Account management, Trade requests, Documentation workflows
Vancouver, British Columbia, Canada · On-site
$70k–$100k/yr
Are you a licensed Audiologist or Hearing Instrument Practitioner who wants to make a meaningful impact in the lives of Canadians? Are you looking to join one of the strongest and fastest-growing hearing care networks in…
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Vancouver, British Columbia, Canada · On-site
Requisition ID: 269737 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a coll…
Skills: Written communication, Verbal communication, Interpersonal skills, Organizational skills, Proactive client service
Vancouver, British Columbia, Canada · On-site
Requisition ID: 269737 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a coll…
Skills: Written communication, Verbal communication, Interpersonal skills, Organizational skills, Proactive client service
Vancouver, British Columbia, Canada · On-site
$70k–$100k/yr
Are you a licensed Audiologist or Hearing Instrument Practitioner who wants to make a meaningful impact in the lives of Canadians? Are you looking to join one of the strongest and fastest-growing hearing care networks in…
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Vancouver, British Columbia, Canada · Hybrid
$24/hr–$35/hr
We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talen…
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Vancouver, British Columbia, Canada · On-site
$70k–$100k/yr
Are you a licensed Audiologist or Hearing Instrument Practitioner who wants to make a meaningful impact in the lives of Canadians? Are you looking to join one of the strongest and fastest-growing hearing care networks in…
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Vancouver, British Columbia, Canada · Hybrid
Call for Applications Position: CIAC Project Co-Ordinator (six-month, part-time service contract) The Asia Pacific Foundation of Canada (APF Canada) is an independent not-for-profit organization focused on Canada’s relat…
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Vancouver, British Columbia, Canada · Hybrid
$69k–$91k/yr
Are you looking to grow your career? Look no further than HEABC, the Health Employers Association of British Columbia. We contribute to the growth and sustainability of the BC health care system. We are proud to offer: I…
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Vancouver, British Columbia, Canada · On-site
PCT partners with early-stage, venture-backed companies looking for exceptional engineers to join at the earliest stages of their growth. We're always interested in connecting with Founding Engineers who are excited to b…
Skills: Software Engineering, System Architecture, Product Development, Technical Leadership, Full Stack Development
Vancouver, British Columbia, Canada · On-site
Job Description Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help cl…
Skills: Sales, Problem-solving, Client service, Financial transactions, Digital literacy
Vancouver, British Columbia, Canada · Hybrid
$112k–$210k/yr
Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and a…
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The CUSVancouver, British Columbia, Canada · On-site
The Podcast Video Editor transforms raw recordings into polished, engaging podcast episodes for our YouTube channel and our Spotify account. This involves trimming content, improving audio quality, balancing sound, and c…
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Vancouver, British Columbia, Canada · On-site
$49/hr–$63/hr
SalaryThe salary range for this position is CAD $49.20/Hr. - CAD $63.47/Hr. Job Accuracy Posting FlagThe hours of work, including start and stop times, days off, work area and work site may be subject to change consisten…
Skills: Clinical nursing, Perioperative nursing, Staff supervision, Educational program development, Clinical resource management
Vancouver, British Columbia, Canada · On-site
JOB DESCRIPTION The Selector II is a key member of the warehouse team responsible for accurately and efficiently selecting and preparing customer orders for delivery. This role requires a higher level of skill and respon…
Skills: Order Selection, Material Handling Equipment, Electric Pallet Jacks, Order Pickers, Voice-directed Picking Systems
Vancouver, British Columbia, Canada · On-site
$5k–$5k/mo
Staff - Union Job CategoryCUPE 2950 Job ProfileCUPE 2950 Salaried - Student Info Support 4 (Gr7) Job TitleAssignment Coordinator DepartmentAdministrative Support 2 | Residence Life Management | Student Housing and Commun…
Skills: Administrative support, Data management, Customer service, Conflict resolution, Database management
Vancouver, British Columbia, Canada · On-site
PCT partners with venture-backed technology companies looking for Infrastructure Engineers to build the systems, platforms, and tooling that enable engineering teams and products to operate reliably at scale. Infrastruct…
Skills: Cloud Infrastructure, Infrastructure-as-code, Containers, Orchestration, CI/CD
North Vancouver, British Columbia, Canada · On-site
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Vancouver, British Columbia, Canada · On-site
$43/hr–$54/hr
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Skills: Magnetic Resonance Imaging, Diagnostic imaging, Patient monitoring, Electronic Health Record, PACS
Vancouver, British Columbia, Canada · On-site
Job Description What is the opportunity? RBC is a global leader in applying Artificial Intelligence (AI) in the banking sector in order to create value for our clients, with capabilities ranging from LLM-powered digital…
Skills: Artificial Intelligence, Python, Machine Learning, LLM, Agentic AI
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The Associate supports client servicing by managing account applications, trade requests, and documentation workflows while collaborating with Investor Specialists. They are responsible for resolving operational exceptions, monitoring cash movements, and contributing to process optimization projects.
Candidates must have 2-4 years of professional experience in client servicing or operations, preferably within the wealth management industry. Proficiency in SQL, Excel, and strong analytical and communication skills are required for this role.
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 innovate, and make investing simple, intuitive and affordable for everyone.
Vacancy Status: This is for a current opening.
Compensation: $65,000 - $80,000
Job Description
The Role
As a key member of the operations team, the Associate supports client servicing by managing account applications, trade requests, and documentation workflows. You'll work daily with Investor Specialists and external institutions to resolve what automation can't, and you'll help design the processes that let the team scale without losing accuracy or care. This role sits at the point where client trust is won or lost in the details: an account transfer that moves cleanly, an estate settled with care, a discrepancy caught before it becomes a client's problem. As routine processing shifts to AI-assisted workflows, this role owns the exceptions, the relationships, and the judgment calls that keep the operation trustworthy.
Responsibilities: What You Will Do/ What You Will Own
Qualifications: What You Will Bring
Why should you join us?
Purpose Investments 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 [email protected]. 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.
Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $20B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties. Important disclosures: https://www.purposeinvest.com/legal
Offices: 130 Adelaide St. West, Suite 3100, Toronto, ON M5H 3P5, CA
