Manager, Onboarding

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 to address historically underserved market segments. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, Driven, and Harness Investment Management.
Who is Advisor Solutions by Purpose?
Advisor Solutions by Purpose is on a mission to give financial advisors the freedom, flexibility, and control they need to better serve their clients and build thriving, independent businesses. We believe that reimagining wealth management starts with operational excellence and human-centered service, and that’s where you come in.
We are looking for a Manager, Onboarding & Transitions to lead the seamless onboarding of new advisory firms, ensuring each one is set up for long-term success. This is a pivotal role at the frontlines of our advisor experience and an opportunity to shape the future of wealth management in Canada.
What You’ll Do?
As the Manager of Onboarding & Transitions, you will be the main point of contact during the critical early stages of an advisor’s journey with us. You’ll:

- Lead and execute end-to-end onboarding of new firms joining Advisor Solutions by Purpose.
- Own the project plan: collaborating with internal teams, custodians, and partners to deliver a smooth and timely transition.
- Be present and fully engaged during go-live milestones, ensuring advisors feel supported and confident.
- Process a range of financial and non-financial transactions accurately and within SLAs, including:

- Fee setups, internal transfers, account openings, and client data updates.
- External and internal transfer tracking and follow-ups.
- Conduct thorough documentation reviews for completeness and accuracy before processing or escalation.
- Monitor performance metrics and deliver on operational OKRs.
- Champion continuous improvement, refining processes, and implementing best practices.
- Collaborate across departments to proactively solve client issues and deliver exceptional advisor experiences.
- Triage and resolve questions related to funding, withdrawals, and money movement.
- Contribute to ad hoc initiatives and projects that improve onboarding and operational outcomes.

Who You Are?
You are a service-first professional who thrives in dynamic, fast-paced environments. You care deeply about making things work and making them better. You’re a thoughtful communicator and skilled project manager who knows how to bring clarity and calm to complexity.
**We’re looking for someone who brings**:

- 5+ years of experience in financial services, ideally in operations, onboarding, or advisor support roles.
- A client-centric mindset and exceptional communication skills (written and verbal).
- Strong analytical skills and a solutions-oriented approach.
- High attention to detail and proficiency in Microsoft Office.
- A collaborative nature, you’re a true team player who works well across functions.
- The ability to work under pressure while maintaining accuracy and poise.

Nice to Have
- Completion of the Canadian Securities Course (CSC)
- Experience in wealth management or advisor operations
- Familiarity with middle and back-office systems
- Bilingualism in English and French.

Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row
- 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 in the office.
- We care about your rewards - Competitive compensation, including an 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 an optional TFSA program.
- 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.