Manager, Advisor Success
14 hours ago
Company 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, Purpose Advisor Solutions, and Driven.
**Who is Purpose Advisor Solutions?**
Purpose Advisor Solutions provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.
**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
Is this you? We would like to speak to you
**Job Description**:
- Support Registered Advisors and their clients with the onboarding experience to ensure seamless and timely opening of accounts
- Understand the requirements for various account types (Registered, Non Registered, Entity) and facilitate account openings with fine attention to detail
- Build connections with RAs to understand their needs and form relationships with our business partners to help facilitate requests
- Communicate and coordinate servicing and operational activities with other CoE’s as required - Money Movement, Transfers, Account Maintenance, Relationship Management
- Collaborate with Advisor Success team members in completing team projects and initiatives.
- Identify workflow gaps and suggest/implement improvements to support the Director in maintaining and enhancing operational outcomes
- Act as the primary assistant to the Director with regard to projects, regulatory updates and enhancements, and RA communication
**Qualifications**:
- 4-6 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 is able to 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)
- Experience in the wealth management or financial services industry
- Good understanding of back office, middle office wealth management operations
Additional Information
**Why should you join us?**
- ** We believe in an innovation and vibrant culture** - work for an innovative, people-first, financial services firm that values entrepreneurialism
- ** We believe in flexibility **- A flexible hybrid work model that empowers you to do your best work whether at home or at the office
- ** We care about your rewards** - Competitive compensation including bonuses & equity programs
- ** We care about your health** - comprehensive group health, 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 with unlimited vacation days, flexible sick and mental health days
- ** We care about your family -** Paid parental leave for eligible employees with top-up
- ** We care about your future** - Generous Group RRSP matching and TFSA program in Purpose funds
- ** We care about your development **- We offer training opportunities and tuition support year-round.
In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.
For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.
-
Student Success
15 hours ago
Toronto, Canada York University Full time**Purpose**: The Faculty of Liberal Arts and Professional Studies (LA&PS) is the largest Faculty at York University with over 23,000 undergraduate and graduate students, and almost 100 programs delivered through 24 Departments, Schools and Colleges, plus the IBM Markham Learning Site. York University is known for championing new ways of thinking that drive...
-
Chief Software Innovation Architect
4 days ago
Toronto, Ontario, Canada Super Advisor Full timeCompany OverviewWe are a pioneering force in wealth management, dedicated to redefining the industry with cutting-edge solutions.Job DescriptionWe seek an exceptional software engineer to join our High-Velocity Engineering Team. As a key member of this dynamic team, you will be responsible for designing and implementing innovative technologies that drive...
-
High-Impact Software Developer for Wealth Management
17 hours ago
Toronto, Ontario, Canada Super Advisor Full timeWe are revolutionizing the future of wealth management at Super Advisor, and we're looking for exceptional software developers to join our High-Velocity Engineering Team.If you thrive in a fast-paced environment where innovation meets impact, read on.We have several opportunities available:Front-End Specialist (React, TypeScript, Material UI)Full-Stack...
-
Toronto, Ontario, Canada Super Advisor Full timeCompany Overview: At Super Advisor, we are revolutionizing the future of wealth management by harnessing the power of cutting-edge technology. Our High-Velocity Engineering Team is comprised of exceptional engineers who are shaping the industry with their expertise.Job Description: As a Front-End Specialist or Full-Stack Engineer on our team, you will be...
-
Technical Innovator
2 days ago
Toronto, Ontario, Canada Super Advisor Full timeWe are leveling up the future of wealth management at Super Advisor, and we're looking for extraordinary engineers to join our High-Velocity Engineering Team.If you love building fast, experimenting constantly, and delivering outsized impact, let's explore this opportunity further.About Our TeamTight-knit teams work together seamlessly to ship features that...
-
Bilingual Customer Success Advisor
6 days ago
Toronto, Canada Pepco Corp Full timeJoining Pepco would mean being part of a team with a strong entrepreneurial spirit that values team spirit, honesty, communication, and family. If these values resonate with you, we encourage you to keep reading! We’re hiring a Customer Success Advisor to join our Operations team under the guidance of the Customer Success Manager. What's in it for...
-
Onboarding Manager
13 hours ago
Toronto, Canada The Value Builder System Full time**At** **The Value Builder System, our goal is to change the world for the better.** Today, small business owners work their entire lives only to earn pennies on the dollar when they sell their business. Our mission is to make a positive difference for one million small business owners by the year 2030. **What You’ll Do**: (Job Description**)** - As the...
-
Momentum Volunteer Advisor, Biotech
18 hours ago
Toronto, Canada MaRS Volunteer Advisor Opportunities Full timeMaRS Discovery District in Toronto is one of the world's largest urban innovation hubs. MaRS supports promising high-growth companies to scale their businesses globally, while tackling key societal challenges in areas such as Health, Cleantech, Finance, Transportation, AI, and others. In addition to helping start-ups launch, grow and scale, the MaRS...
-
Manager, Customer Advisor
7 days ago
Toronto, Canada Clutch Canada Full time**Clutch** At Clutch, we are reinventing the way Canadians buy and own cars. We had enough of traditional dealerships that took advantage of customers and knew that we could build an incredible car-buying experience while leaving a positive impact on the communities we serve. Recently named one of the Fastest Growing Canadian Companies by the Globe & Mail...
-
Customer Success Manager
7 days ago
Toronto, Canada Dalux Full time**Customer Success Manager**: - Are you searching for a new opportunity in an innovative Contech company? And looking for a role that lets you combine your strong engineering skills and passion for digitizing the construction industry? Then we got you covered!_ **First, what will my new role be?** From our brand new location in Toronto, our new Customer...
-
Consultant, Customer Success
5 days ago
Toronto, Canada The Value Builder System Full time**At** **The Value Builder System, our goal is to change the world for the better.** Today, small business owners work their entire lives only to earn pennies on the dollar when they sell their business. Our mission is to make a positive difference for one million small business owners by the year 2030. **What You'll Do**: (Job Description**)** - As a key...
-
Success and Operations Manager
5 days ago
Toronto, Canada Collage Full time**Collage is reinventing the way Canadian businesses manage HR.**: Collage believes in empowering people to do their best work. We achieve this by reimagining the way businesses manage HR, payroll, and benefits. Our revolutionary platform automates HR administration to allow businesses to focus on doing the meaningful work they set out to do. **As our...
-
Customer Success Manager
4 days ago
Toronto, Canada Routeware, Inc Full timeRouteware is the industry leader in providing SAAS software solutions, integrated technologies including RFID, AI, video, hardware/software, and data analysis that enables public and private enterprises to improve the effectiveness of their waste and recycling programs. Our solutions help organizations achieve a digital transformation that saves time and...
-
Customer Success Manager
7 days ago
Toronto, Canada Thentia Full time**About Thentia** Thentia is a fast-growing, dynamic software company that is emerging as a world leader in government technology. A company of builders, thinkers, and owners, Thentia gives employees the opportunity to create amazing solutions, showcase their talents and benefit from our shared success as we scale up in the US, Canadian, and global markets....
-
Customer Success Manager
19 hours ago
Toronto, Canada MaintainX Full timeMaintainX is the world leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT enabled cloud based tool for maintenance, safety, and operations on equipment and facilities. MaintainX powers operational excellence for 7,500+ businesses including Univar, Quikrete, ABInBev, Duracell, Marriott and...
-
Strategic Customer Success Manager
1 week ago
Toronto, Canada SysAid Technologies Full timeSysAid Technologies Ltd, an international leader in providing comprehensive IT management solutions, is seeking a Customer Success Manager for our Strategic/Enterprise Customer Segment to join our team in Israel to support some of our largest Global customers. Your primary responsibility will be to drive net retention, and usage, and build customer...
-
Customer Success Manager- Enterprise
1 week ago
Toronto, Canada SysAid Full timeSysAid, a pioneering SaaS company in Enterprise Service Management, is celebrated for innovation and industry leadership. Featured in Gartner's ITSM Magic Quadrant and honored with AWS's Rising ISV Star Award, we serve 4,000+ clients spanning 140 countries, impacting over 9 million daily users. Our commitment? Revolutionizing Enterprise Service Management...
-
Enterprise Client Success Manager
15 hours ago
Toronto, Canada AcuityAds Full timeAcuityAds is a leading technology company that provides marketers with a one-stop solution for omnichannel digital advertising with best-of-category return on advertising spend. Our journey automation technology, **illumin, **offers planning, buying and real-time intelligence from one platform. With proprietary Artificial Intelligence, **illumin** brings...
-
Program Success Manager
6 days ago
Toronto, Canada JLL Full timeJLL supports the Whole You, personally and professionally. JLL is hiring for a unique role with one of our key global accounts, Verizon. JLL supports Verizon’s Global Work Tech Group to ensure technical solutions (programs) are adopted and are running smoothly within it’s commercial real estate portfolio. As the Program Success Manager, you will work...
-
Customer Success Manager
3 days ago
Toronto, Canada Enghouse Full timeWe’re on the hunt for a high-energy, results driven **Customer Success Manager** to add to our rapidly growing team at _Vidyo_! **_ Who we are:_** When you take a job at Enghouse Vidyo, you’re going to work with the very same people who pioneered the video conferencing industry itself over a decade ago. Named a Leader and Visionary by Gartner, Enghouse...