Portfolio Manager - Vancouver, Canada - Purpose Unlimited

Purpose Unlimited

Verified Company

Vancouver, Canada

2 weeks 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.

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, Purpose Advisor Solutions, and Driven.

Who is Purpose Advisor Solutions? Purpose Advisor Solutions provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry.

We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business.

We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

Purpose Advisor Solutions is searching for a Portfolio Manager (Investment Counsellor) to join our wholly-owned Harness Investment Management (Harness) 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, enjoy collaboration, implementing new ideas, and are excited about an opportunity to work within a growing company, we would like to speak you

Qualifications:

Has between 3 to 10 years of relevant experience and experience in a clientfacing role as an investment advisor or portfolio manager/associate portfolio manager role.
Either CFA or CIM designation is required OR close to obtaining the same.
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 should you join us?

We believe in an innovation and vibrant culture work for an innovative, peoplefirst, financial services firm that values entrepreneurialism.
We believe in flexibility
A flexible hybrid work model that empowers you to do your best work whether at home or at the office.
We care about your rewards
Competitive compensation including bonuses & equity programs.
We care about your health comprehensive group health, 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 a flexible paidtimeoff 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.