Portfolio Manager - Toronto, Canada - Purpose Unlimited

Purpose Unlimited

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. 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.

Purpose Advisor Solutions is searching for a Portfolio Manager (Investment Counsellor) to join our wholly-owned Harness Investment Management business, to serve clients across Canada.

This position will report to our headquarters in Toronto.

Harness is a turnkey portfolio manager that provides investment management as a service. Harness partners with independent family advisory firms and investment managers to offer discretionary portfolio management services to end investors.

Responsibilities:

Challenges the wealth management industry status quo to enable a better investment experience for clients.
Be a trusted resource to our partner firms and enable them to accelerate their growth.
Works directly with clients and partner firms to assess clients' goals and objectives and personalize portfolios that will best suit them.
Performs sales and service support activities to meet client needs and maintain overall service levels.
Works collaboratively with internal teams including Harness leadership, service, trading, product, and sales to identify and pursue growth opportunities.

If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you

Wants to make a difference. We are a small and growing team tasked with reshaping how people look at the industry. We need people who want to play an integral part in helping us accomplish this mission
Possesses a passion and energy for finance and investing
Has great analytical and prioritization skills. You know how to balance what needs to be done with what's possible. You understand the scope of an issue and its priority
Embraces technology and the role it plays in financial services
Wants a career that makes getting up each morning a joy This is not an average role, and you'll have the ability to make a significant impact
Is looking to work in a fastpaced, teamoriented environment. If you enjoy collaboration, and implementing new ideas, and are excited about an opportunity to work within a growing company, we would like to speak with you

Qualifications:

Has between years of relevant experience in a clientfacing role as an investment advisor or portfolio manager/associate portfolio manager role.
CFA or CIM designation is required.
Strong sales and client management skills
Strong sense of integrity
Strong understanding of compliance and investment best practices
Strong people skills and a positive attitude
You will be interacting with other Portfolio Managers, Financial Advisors, Internal Support & Custodial Representatives
Strong communication and organizational skills
Must be an adaptable team player who thrives in a fastpaced work environment
Ability to balance fun with a high personal bar for performance.
Excellent problemsolving and analytical skills

Nice to Have

Bilingual (French/English) verbal and written is an asset
Financial Planning experience is considered an asset
Advanced technical skills

Why you should join us?

We are one of Canada's top small & medium employers'202
We believe in innovation and a vibrant culture work for an innovative, peoplefirst, 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 timeoff 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 topup.
We care about your future
Generous Group RRSP matching and TFSA program in Purpose fund.
We care about your development
We offer training opportunities and tuition support yearround.

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.