Advisor Success - Associate, Account Management

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.

For more information, please visit

Vacancy Status:
This is for a current opening.

Compensation: $70,000 - $75,000

• 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!

• Act as a liaison between Advisors, Portfolio Managers, clients, and custodians to ensure timely and accurate onboarding of new account openings providing training and support as required.
• Maintain a strong understanding of requirements for various account types (e.g., Non‑registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust, etc.) and perform Quality Assurance (QA) reviews on new account documentation to ensure accuracy and compliance with internal procedures and regulatory standards.
• Develop and maintain strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service. Proactively manage Advisor requests to optimize operations and reduce service interruptions.
• 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 elevate matters to internal leadership or custodians when appropriate.
• Maintain a working knowledge of other Centres of Excellence (CoEs) within the department to support broader team initiatives.
• Collaborate across CoEs—including Money Movement, Account Management, and Relationship Management—to coordinate operational activities and deliver a seamless service experience.

• 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.

• 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.

• We are one of Canada’s Top Small and 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…