Business Operations Associate

2 weeks ago

Toronto, Canada Purpose Unlimited Full time

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 by Purpose.

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.

Purpose Advisor Solutions is looking to onboard a talented Business Operations Associate for a 6 month contract role. This is a Hybrid role in Toronto.

**Who You Are**:

- You are passionate and you are excited to provide outstanding 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

**What you'll do**:

- Provide operational support to our partnering firms across the company, including Harness Investment Management, Foundation Wealth Partners & our White-Labelled PM Firms.
- Process account transactions, and perform audit/reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
- Field all questions and concerns regarding deposits, withdrawals, money movement, and transfer inquiries. Effectively perform analysis on key problem areas or trends and escalate to Director as required.
- Resolve discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysis.
- Act as the main point of contact for Advisors and Portfolio Managers regarding trade settlement, money movement, and account transfer-related inquiries.
- Deliver on operational OKRs and continuously monitor their performance, deliver and own outcomes that affect our operational OKRs.
- Adhere to regulations and execute best practices to drive continuous improvement.
- Take a proactive approach to client solutions, collaborating effectively with external partners and colleagues to assess customer needs and deliver appropriate solutions.

**We're looking for**:

- 2-4 years of proven relevant experience in the client servicing or operational roles.
- Excellent attention-to-detail, 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.
- Experience using SQL and Excel is an asset.

**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.

  • Business Operations Associate

    6 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    About Isaac OperationsWe're a growing company that values innovation, collaboration, and a commitment to excellence. Our team of experts works with clients across industries to simplify complex business challenges and unlock their full potential.This role offers an exciting opportunity for a detail-oriented and organized individual to join our Sales team as...

  • Sales Business Operations Manager

    5 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    About Isaac OperationsWe're a dynamic and innovative company that's committed to simplifying complex business challenges. Our team of experts works with clients across industries to unlock their full potential and drive business growth.This role presents an exciting opportunity for a highly motivated and organized individual to join our Sales team as a Sales...

  • Business Operations Associate

    3 weeks ago

    Toronto, Canada Lissom Investment Management Inc. Full time

    **About us** Lissom Investment Management Inc. is a privately owned investment management firm committed to preserving and growing capital over time through a long-term value oriented approach for high net worth individual and institutional clients. It is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer regulated by the...

  • Business Improvement Specialist

    13 hours ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Job DescriptionWe are seeking an experienced Operational Consultant to join our team. As an Operational Consultant, you will be responsible for:Conducting site visits to understand client performance issues and develop effective solutions;Analyzing data and developing performance metrics to measure improvement;Collaborating with cross-functional teams to...

  • Operational Consultant Role

    5 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Company OverviewIsaac Operations is a leading provider of operational consulting services. With a reputation for delivering results-driven solutions, we are well-positioned to support businesses in achieving their goals.

  • Business Operations Associate

    4 days ago

    Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

    About Float Financial Solutions Inc.We are a dynamic company that empowers Canadian businesses to simplify their finances and unlock new opportunities. Our innovative platform streamlines financial operations and optimizes cash flow, enabling businesses to focus on growth.We are a customer-obsessed team that includes leaders from top companies such as Uber,...

  • Sales Operations Coordinator

    6 days ago

    Toronto, Canada Isaac Operations Full time

    Location:Isaac Operations219 Dufferin St.Suite 300AToronto, ON M6K3J1, CANWhile technically we’re an operational consultancy, we don’t like to call ourselves consultants. We’re a collection of engineers, innovators, and creators who work with companies across industries to simplify the complex, realize untapped potential, and uncover opportunities. We...

  • Business Intelligence Analyst

    4 weeks ago

    Toronto, Canada Isaac Operations Full time

    **Who we are.**: While technically we’re an operational consultancy, we don’t like to call ourselves consultants. We’re a collection of engineers, innovators and creators who work with companies across industries to simplify the complex, realize untapped potential, and uncover opportunities. We know that our people are our superpower and loving your...

  • Project Operations Specialist

    7 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    At Isaac Operations, we are looking for a skilled Project Operations Specialist to join our team. In this role, you will play a pivotal part in designing high-performing project teams that deliver exceptional client outcomes.About the RoleAs a Senior Scheduler, you will be responsible for overseeing the scheduling of consultants to ensure each project is...

  • Operations Associate

    2 days ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The Corporate Transformation and Operations (CTO) Business Management & Colleague Experience team is dynamic, passionate, and committed to providing the best support for communications, colleague experience, change management, business...

  • Operational Sales Support Specialist

    6 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    About UsWe're a small but agile team at Isaac Operations, dedicated to delivering exceptional results for our clients. We're passionate about creating value through collaboration, innovation, and a commitment to excellence.This role presents an exciting opportunity for a highly organized and detail-oriented individual to join our Sales team as a Sales...

  • Operational Consultant Position

    4 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Company OverviewWe are a renowned expert in front-line operational and financial problem-solving. Our reputation has been built over 20 years of delivering high-impact solutions to various industries. We prioritize a culture that values rewarding great work, fostering rapid career growth, and sharing business success with the team.Awarded as one of the top...

  • Operations Associate

    3 weeks ago

    Toronto, Canada Pickleplex Social Club Full time

    **Company Background**: Pickleplex Social Club is positioned to be Canada’s largest chain of indoor pickleball clubs open to both members and the general public. Our premier pickleball facility is dedicated to fostering a vibrant community of pickleball enthusiasts. Our clubs offer top-notch courts, coaching, and events designed to enhance the pickleball...

  • Director, Standards and Insurance Operations

    4 weeks ago

    Toronto, Canada CSIO - Centre for Study of Insurance Operations Full time

    The Centre for Study of Insurance Operations (CSIO) is a national property and casualty (P&C) insurance technology association with insurers, vendors, and over 43,000 broker members across Canada . CSIO develops data standards, manages distribution network technologies, and drives emerging technologies and solutions to enhance connectivity within the...

  • Business Associate

    1 week ago

    Toronto, Ontario, Canada Good2Great Solutions Full time

    Adaptability, grit, and heart are what make Good to Great Solutions stand out from the rest. When you join our Business Associate team, you'll gain more than just a job title and a paycheck. You'll find yourself surrounded by like-minded team members who share a growth-oriented mindset and our vision for success. Within our forward-thinking and supportive...

  • Business Development Associate

    4 weeks ago

    Toronto, Canada XCelerant Consulting Full time

    Job Description - Business Development Associate Company Description X/Celerant Consulting is a team of operations and supply chain experts specializing in accelerating operational and financial performance for client organizations. With over 30 years of experience, we focus on industries like Aerospace, Chemicals, Construction, Manufacturing, Mining, and...

  • Business Development Associate

    2 weeks ago

    Toronto, Ontario, Canada XCelerant Consulting Full time

    About X/Celerant ConsultingWe are a team of operations and supply chain experts with over 30 years of experience. Our focus lies in accelerating operational and financial performance for client organizations across industries such as Aerospace, Chemicals, Construction, Manufacturing, Mining, and Oil & Gas.Our solutions are customer-driven, flexible, and...

  • Business Development Associate

    2 weeks ago

    Toronto, Ontario, Canada XCelerant Consulting Full time

    Job Description - Business Development AssociateCompany DescriptionX/Celerant Consulting is a team of operations and supply chain experts specializing in accelerating operational and financial performance for client organizations. With over 30 years of experience, we focus on industries like Aerospace, Chemicals, Construction, Manufacturing, Mining, and Oil...

  • Director, Standards and Insurance Operations

    2 weeks ago

    Toronto, Ontario, Canada CSIO - Centre for Study of Insurance Operations Full time

    The Centre for Study of Insurance Operations (CSIO) is a national property and casualty (P&C) insurance technology association with insurers, vendors, and over 43,000 broker members across Canada. CSIO develops data standards, manages distribution network technologies, and drives emerging technologies and solutions to enhance connectivity within the property...

  • Operations Associate

    3 days ago

    Toronto, Canada Periscope Search Group Inc Full time

    Operations Associate This is an in-office role. **Responsibilities**: - Support the Principal Operations with a variety of operational projects and tasks - Organize/maintain investor/ business contacts - Correspond with various internal and external stakeholders - Execute corporate and executive projects - Miscellaneous administrative office tasks -...