Portfolio Manager
4 weeks ago
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. 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.
Purpose Advisor Solutions is searching for a Portfolio Manager (Investment Counsellor) to join our wholly-owned Harness Investment Management 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.
**Responsibilities**:
- Challenges the wealth management industry status quo to enable a better investment experience for clients.
- Be a trusted resource to our partner firms and enable them to accelerate their growth.
- Works directly with clients and partner firms to assess clients’ goals and objectives and personalize portfolios that will best suit them.
- Performs sales and service support activities to meet client needs and maintain overall service levels.
- Works collaboratively with internal teams including Harness leadership, service, trading, product, and sales to identify and pursue growth opportunities.
If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you
- Wants to make a difference. We are a small and growing team tasked with reshaping how people look at the industry. We need people who want to play an integral part in helping us accomplish this mission
- Possesses a passion and energy for finance and investing
- Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible. You understand the scope of an issue and its priority
- Embraces technology and the role it plays in financial services
- Wants a career that makes getting up each morning a joy This is not an average role, and you'll have the ability to make a significant impact
- Is looking to work in a fast-paced, team-oriented environment. If you enjoy collaboration, and implementing new ideas, and are excited about an opportunity to work within a growing company, we would like to speak with you
**Qualifications**:
- Has between 5 - 10 years of relevant experience in a client-facing role as an investment advisor or portfolio manager/associate portfolio manager role.
- CFA or CIM designation is required.
- Strong sales and client management skills
- Strong sense of integrity
- Strong understanding of compliance and investment best practices
- Strong people skills and a positive attitude - You will be interacting with other Portfolio Managers, Financial Advisors, Internal Support & Custodial Representatives
- Strong communication and organizational skills
- Must be an adaptable team player who thrives in a fast-paced work environment
- Ability to balance fun with a high personal bar for performance.
- Excellent problem-solving and analytical skills
Nice to Have
- Bilingual (French/English) - verbal and written is an asset
- Financial Planning experience is considered an asset
- Advanced technical skills
Why you should join us?
- We are one of Canada's top small & medium employers'2023.
- 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 - flexible paid time-off policy with unlimited vacation days, and flexible 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 TFSA program in Purpose fund.
- We care about your development - We offer training opportunities and tuition support year-round.
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.
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