Company 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, 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.
Job Description
The Opportunity
Advisors across Canada are rethinking how they build their practices. The tools are better. The expectations are higher. The old platform models are showing their age. Purpose Unlimited is building the alternative – an advisor platform that combines investment product manufacturing, practice management intelligence, and AI-powered support into something genuinely useful.
Who You are
We are looking for a VP, Advisor Development Sales to lead advisor acquisition for our Advisor Solutions Platform. This is not a role where you manage a pipeline and wait for inbound. You will be the person who finds the right advisors, earns their trust, helps them see what their practice could become on Purpose’s platform, and brings them in.
You will own the full advisor acquisition lifecycle – from strategic prospecting through to close – and you will do it with AI tools that handle the routine so you can focus on what actually wins deals: relationships, judgment, and the ability to help an advisor envision something better.
Responsibilities:
What You Will Deliver
- Drive net new advisor acquisition revenue, converting high-potential advisors to the Purpose platform through consultative, trust-based engagement
- Build and execute a strategic acquisition plan targeting specific advisor segments, geographies, and competitive displacement opportunities across Canada
- Architect complex platform transitions for established advisory practices – navigating compliance, technology migration, book transfers, and change management
- Serve as the strategic voice of the advisor to Purpose’s product, technology, and leadership teams – translating field intelligence into platform improvements that matter
- Develop deep market intelligence on competitive platforms, advisor sentiment, and industry shifts – using AI tools to surface insight and your judgment to act on it
- Deliver practice management consulting to prospects and platform advisors – helping them grow, modernize, and future-proof their businesses
- Collaborate across product, compliance, marketing, and operations to remove barriers and accelerate advisor onboarding
What AI Does So You Don’t Have To
Purpose is an AI-forward organization. In this role, AI handles:
- Prospect research, lead scoring, and prioritization – AI surfaces the highest-value advisor targets from market and CRM data
- First-draft proposals, pitch materials, and personalized advisor communications
- Pipeline forecasting, activity tracking, and real-time competitive intelligence monitoring
- Meeting preparation – advisor profiles, practice analytics, and talking points assembled before every conversation
You direct the AI. You validate the output. You bring the judgment and relationship that no tool can replicate.
What Only You Can Do
- Build the trust that makes an advisor willing to move their life’s work to a new platform
- Read a room – understand what an advisor is really asking for beneath the surface-level objection
- Navigate the emotional complexity of a platform transition – fear, inertia, loyalty, ambition
- Structure creative deal terms and partnership models that work for the advisor and for Purpose
- Translate what you hear in the field into product and strategy insight that makes Purpose better
Qualifications:
What You Must Bring
- Deep experience in advisor-facing roles within Canadian wealth management – you understand how advisors think, what they value, and what drives their decisions
- A consultative sales approach grounded in trust-building, not transactional closing – demonstrated track record of complex, multi-stakeholder advisory transitions
- Strong familiarity with the Canadian advisor landscape – platforms, dealers, regulatory environment, and competitive dynamics
- Comfort working with AI tools as part of your daily workflow – you are already using AI for research, content creation, or sales preparation, or eager to start
What Will Set You Apart
- Experience leading advisor transitions from competing platforms – you’ve navigated the compliance, technology, and emotional complexity of moving a book
- Practice management consulting experience – you can help an advisor redesign their business, not just switch providers
- Entrepreneurial instinct – you’ve built something in a fast-growing environment and know how to create structure without bureaucracy
- A genuine perspective on how AI will reshape wealth management and advisor practices in the next 3–5 years
- Existing relationships in the Canadian advisor community that you can mobilize from day one
How This Role Connects to Purpose’s Values
- Owner’s Mindset: You own the number, the strategy, and the outcome. No one is chasing you for updates – you are driving the agenda.
- Client Focus: Every advisor interaction is grounded in what is right for their practice, not just what closes the deal.
- Courage: You tell advisors the truth about what Purpose can and cannot do. You push back internally when the platform needs to be better. You have difficult conversations early.
- Innovation: You use AI and data not because you are told to, but because you are always looking for a better way to find, engage, and support advisors.
What Success Looks Like in Your First Year
- Closed a defined number of net new advisor transitions to the Purpose platform, meeting or exceeding the acquisition revenue target set with your leader
- Built a strategic pipeline of high-potential advisor prospects segmented by geography, practice size, and competitive platform – with a clear conversion roadmap for each
- Established Purpose’s reputation as a credible, trusted alternative in at least two competitive markets where we have historically underperformed
- Delivered at least three actionable product or platform insights from the field that influenced roadmap priorities
- Demonstrated consistent use of AI tools across prospecting, proposal generation, and competitive intelligence – setting the standard for the sales function
Travel: Regular travel across Canada is part of this role. You are the in-person ambassador of Purpose’s advisor platform, and relationships are built face to face.
If this sounds like the role you’ve been building toward, we’d like to hear from you.
Tell us about the advisor relationship you’re most proud of – not the biggest deal, but the one where you genuinely helped someone build something better.
Purpose Unlimited is committed to creating an inclusive workplace. We welcome applications from all qualified candidates and are happy to accommodate individual needs throughout the hiring process.
Additional Information
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.
This role is eligible to participate in a sales incentive plan.
