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 Purpose Investments?
Purpose Investments is an innovation-driven asset management company with over $20+ billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive, and affordable for everyone.
What will you do?
- Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
- Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
- Initiate phone and digital contact with clients and potential clients to expand relationships.
- Provide valuable advice and information regarding Purpose products and services in order to support advisors in a continuously changing business and environment.
- Effectively provide ongoing support to both dealers and brokers with respect to fund & market trends as well as review portfolio profiles.
- Update daily call activities and maintain accurate advisor records within CRM (Salesforce) in a timely manner.
- Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.
Qualifications:
- Experience in the financial services industry in a similar sales capacity.
- Strong knowledge of the fund industry.
- Excellent communication skills, with proven ability to excel in verbal and written communications.
- Strong time management and organization skills.
- Team player with proven ability to collaborate in a fast-paced environment.
- Technology savvy.
Nice to haves:
- Hubspot knowledge
- Salesforce knowledge
- Enrolment or completed CFA or CIM
- Experience cold calling, cold emailing, and experience in a sales environment.
- A knack for building relationships and having fun.
Why should you join us?
- We are one of Canada's Top Small & Medium Employers in '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 - flexible paid time-off 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 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.
Purpose Unlimited 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.