Academic Portfolio Manager
15 hours ago
Posted Saturday, November 30, 2024 at 5:00 AM
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.
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.
Purpose Advisor Solutions is searching for a Portfolio Manager (Investment Counsellor) to join our wholly-owned Harness Investment Management (Harness) business, to serve clients across Canada. This position will report to our headquarters in Toronto.
Harness is a turnkey portfolio manager that provides investment management as a service. Harness partners with independent family advisory firms and investment managers to offer discretionary portfolio management services to end investors.
- Challenges the wealth management industry status quo to enable a better investment experience for clients.
Qualifications:
- Has between 3 to 10 years of relevant experience and experience in a client-facing role as an investment advisor or portfolio manager/associate portfolio manager role.
- Strong understanding of compliance and investment best practices.
- Ability to balance fun with a high personal bar for performance.
Nice to Have
- Bilingual (French/English) - verbal and written is an asset.
- Financial Planning experience is considered an asset.
- 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 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 development - We offer training opportunities and tuition support year-round.
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