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.
Who is Advisor Solutions by Purpose?
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 https://www.purposeadvisors.com
Vacancy Status: This is for a current opening.
Compensation: $145,000 - $150,000
Job Description
Who you are
Purpose is building one of Canada's most important independent wealth businesses – across two regulated channels, with a strategy that's clear and a leadership team that's ready to execute. What we need now is the person who closes the gap between the strategy and the scaled business on the other side of it.
You will be the execution force behind our wealth strategy – the person who owns the initiative no one else is running, unlocks the growth sitting just outside our reach, and ensures that what's decided actually happens. You will sit directly beside the VP Client Experience and Strategy, with access to the whole business and accountability for moving it forward.
This role is for someone who gets uncomfortable when things aren't moving. Owner's Mindset is not a value we display on a wall – it's how you already think.
Responsibilities: What you will do/ What you will own
Drive AUM growth through advisor consolidation Own the advisor consolidation program end-to-end – from the prioritization model that identifies who to focus on, through the outreach strategy and pipeline, to the AUM that moves. The assets are within reach. Your job is to close the distance.
Operationalize the service model across both channels Turn the Direct-to-Client to Direct-to-Advisor playbook from a relationship favor into a repeatable, scalable process. Design it, test it, measure it, and iterate until it works without you in the room.
Accelerate channel integration Drive the integration of the advisory and investor specialist channels – coordinating across compliance, relationship managers, and portfolio management so the business moves as one rather than as parallel tracks.
Own the commercial intelligence layer Design and govern the AI-assisted performance dashboards, advisor scoring models, and pipeline views that give the leadership team a clear picture of where the business is and where it's heading. You curate and interpret the signal; the AI generates the data.
Fix what's straining before it becomes a client issue Identify the processes under growth pressure and redesign them. You spot the friction points before they become escalations.
What only you can do
These are the capabilities this role depends on that no AI can substitute:
Execute through ambiguity. When the situation is unclear, the information is incomplete, and the calendar is full, you make sound decisions and move. You know which call to make and which to escalate.
Build credibility fast, at every level. Advisors, Portfolio Managers, compliance, and senior leadership all tell you things they don't tell each other. You earn that by following through, every time.
Translate strategy into a functioning business. You take a direction from the VP Client Experience and Strategy and turn it into an owned project with a clear outcome, a timeline that holds, and the right people engaged in the right sequence.
Navigate the commercial and relational landscape simultaneously. You understand that every decision in this business has a revenue implication and a relationship implication – and you hold both in focus.
Govern AI-generated outputs with judgment. You will configure, direct, and validate AI tools across the wealth strategy function. You bring the judgment that determines what the AI gets right and where it needs to be corrected.
Qualifications: What you will bring
- 4–8 years in wealth management, financial services, strategy consulting, or a high-growth regulated business – with direct exposure to both the client and operational sides
- Demonstrated ownership of cross-functional initiatives with real accountability for outcomes – not support, ownership
- Strong communicator in writing and in rooms – you can prepare a board-level brief and run a working session with equal confidence
- AI fluency as a working tool – you use AI to do your best work, not as an experiment
What will set you apart
- Experience working as a direct extension of a senior business leader's judgment
- Familiarity with wealth management operations: onboarding, AUM reporting, advisor practice models, channel compliance
- Experience designing or governing AI-assisted workflows
- Comfort with advisor scoring models, pipeline analytics, or performance marketing measurement
- Track record of building processes in a business that was outgrowing its infrastructure
- Bilingual (English / French)
What success looks like in your first year
1. The advisor consolidation program has a functioning playbook – prioritization model, outreach process, and pipeline tracking – and is tracking to its AUM target
2. The Direct-to-Client to Direct-to-Advisor service model has been designed, tested, and launched in at least one channel
3. The leadership team has a clear, AI-assisted performance dashboard they trust and use in weekly decision-making
4. Cross-channel integration between the advisory and investor specialist teams operates with a shared rhythm, shared accountability, and fewer dropped balls than the day you arrived
5. The VP Client Experience and Strategy spends less time on coordination and more time on the decisions that only they can make
Why this moment
Purpose has the strategy, the infrastructure, the regulated entities, and a growing client base across two channels. What we need now is the execution capacity to turn that into a scaled wealth business – faster than a traditional build, with the quality our clients expect.
This role is at the center of that moment. You will have direct access to the firm's senior leadership, work on things that move real numbers, and see the result of your decisions in AUM growth and client outcomes. We exist to give clients access to outstanding investment management and the kind of financial advice that was previously reserved for the very wealthy. This role is part of making that real at scale.
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 - a flexible paid time-off policy covering vacation, 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.
Advisor Solutions by Purpose 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 and Culture team at
[email protected]. 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.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.
