Portfolio Manager

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.

Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose's end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

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Harness Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients.

Vacancy Status:
This is for a current opening.

Compensation: $110,000 - $140,000

Every portfolio decision made for a partner firm either deepens their trust in Purpose or costs the next decade of that relationship. We're hiring the Portfolio Manager who owns that decision — and owns turning it into new business.

• Be the advisor's first call, not the one they escalated to when something's already wrong
• Run a proactive service cadence — scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins
• Build personalised portfolios that reflect real empathy for the client, not templated allocations with their name on them
• Align trading, product, service and sales behind complex client opportunities — actively pulling in the right people to win and grow mandates, not just flagging that they exist
• Consistently meet and exceed your growth, retention, and KPI targets

AI handles some of the routine data aggregation and reporting. You spend your time where AI can't: reading what a client actually needs, resolving the complaint that could have cost the relationship, and building the trust that keeps a partner firm from shopping the mandate elsewhere.

• CFA or CIM designation
• 3–5 years in portfolio management, investment advisory, or wealth management, client-facing
• Fluent in French (written and verbal), with the ability to communicate confidently with clients and colleagues
• A demonstrated track record of meeting and exceeding KPIs
• Bachelor's degree in Finance, Economics, Business, or related field

Purpose's partner network is scaling right now, and this role sits at the center of that growth — this is portfolio management built around real growth and real relationships, not routine service delivery.

If that's a story you're proud of, we'd like to hear it.

• We are one of Canada's Top Small & Medium Employers' 2023, 2024, 2025 & 2026.
• We believe in innovation and a vibrant culture-
• 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…