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.
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.
Our Ideal Candidate
- 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 fast-paced, team-oriented environment, enjoys collaboration, implementing new ideas, and is excited about an opportunity to work within a growing company. We would like to speak with you!
- Has between 3 to 10 years of relevant experience and experience in a client-facing role as an investment advisor or portfolio manager/associate portfolio manager role.
- Either a 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 fast-paced work environment.
- Ability to balance fun with a high personal bar for performance.
- Excellent problem-solving and analytical skills.
- Bilingual (French/English) -verbal and written is an asset.
- Financial Planning experience is considered an asset.
- Advanced technical skills.
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row!!!
- 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 in the office.
- We care about your rewards - Competitive compensation, including an 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.
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.
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