Wealth Management Advisor

1 week ago

Old Toronto, Ontario, Canada Purpose Unlimited Full time

Purpose Unlimited is a leading financial services company that prioritizes customer-centric innovation through technology-driven solutions. As a forward-thinking organization, we are developing a diversified product platform to address historically underserved segments of the market.

Our company, Purpose Unlimited, encompasses several businesses, including Purpose Investments, Advisor Solutions by Purpose, and Driven. Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is a cutting-edge financial technology firm that provides modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada.

We are recognized by Wealth Professional Magazine as the 2023 Wealth Tech Service Provider of the Year and one of Canada's Top 2023 Small and Medium Employers. Our end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

We are seeking an experienced Advisor Experience Manager who:

  • Envisions a career that brings joy and fulfillment every day.
  • Is responsible for providing a seamless transition for the Advisor team between onboarding and managing their client relationships.
  • Troubleshoots technical issues and consults with product, engineering, and other internal teams to solve advisor problems.
  • Drives advisor adoption of the existing platform, as well as implementation of new products and features.
  • Suggests and advises on a variety of functional solutions to help the advisor achieve what they need from the product.
  • Identifies and builds data and reporting product solutions.

The ideal candidate will have:

  • 5-10 years of experience working in the wealth management space with an understanding of the advisor experience and industry infrastructure.
  • A proven record of high performance (e.g. awards, top quartile performance).
  • Portfolio management and/or financial planning experience.
  • Previous experience working in wealth management operations with an understanding of complex accounts.
  • Advanced Microsoft Excel skills.
  • Digital literacy.
  • Database query skills (SQL preferred).

We offer a dynamic work environment that values innovation and a people-first approach. Our flexible hybrid work model empowers you to do your best work whether at home or the office. We also provide comprehensive group health and dental benefits, life insurance, and a Lifestyle Spending Account for all your wellness needs.

We prioritize your quality of life with a flexible paid time-off policy, unlimited vacation days, and flexible sick and mental health days. Additionally, we offer training opportunities and tuition support year-round to support your professional growth and development.

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