Manager, Advisor Success

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.