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, Advisor Solutions by Purpose, and Driven.

Job Description

• 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.

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If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

Responsibilities:

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts.
• Possess a strong understanding of documentation requirements for various account transfers (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service. Proactively manage Advisor requests to streamline operations and reduce service disruptions.
• Educate Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
• Collaborate with Account Management team and back up as required—to coordinate successful onboardings, client maintenance and deliver a seamless client experience.
• Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g., Engineering) to address workflow or functionality discrepancies.
• Collaborate with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when appropriate.
• Design, implement, and refine processes in the transfer department to ensure exceptional client service.

Requirements:

• 2-4 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 can 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) is an asset.
• Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other departments.
• Experience using Zendesk and Excel is an asset.

Additional Information / Informations supplémentaires

Why should you join us?

• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• 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 the office.
• We care about your rewards - Competitive compensation including 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.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at PeopleCultureTeam@purpose-unlimited.com. 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.