Job 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 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 Much of what is available to the average Canadian investor today is outdated and expensive.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.
Role Summary:
We are looking for an experienced and motivated Wholesaler to play an integral role within the Purpose sales team. If you are looking to join an entrepreneurial, motivated, and innovative team, we would love to hear from you!
As a Wholesaler covering British Columbia, you will provide outstanding support to existing relationships with Investment Advisors as well as identify and pursue new opportunities within your territory. You will be responsible for working with Advisors to help manage their business, building brand awareness in the market, representing Purpose Investments at client events, and developing the overall sales strategy.
This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.
Responsibilities:
Expand and support existing relationships with Investment Advisors as well as identify and pursue new relationships and opportunities within the territory.
Work with Financial Advisors to provide key support in helping them build and manage their business.
Developterritorythroughface-to-face,phoneand electroniccontact.
Buildawarenessofthe brandandproductsthrough consistentcontactand the implementation of a sales strategy.
Takeinitiativeindevelopingand/orparticipatinginsales strategydevelopment,building campaigns andother projects/dutiesasrequired.
Developandshareongoingbestpractices,salesand businessdevelopmentideasandstrategies withpeers andtheiradvisorrelationships.
RepresentPurposeatclientevents,givepresentationsat industryeventsandsupportclientsatinvestor seminars.
Qualifications:
Minimum of 5+ years of experience in the investment industry/financial services.
Post-secondary education or equivalent experience.
Obtaining or attaining industry-specific designations such as CFA, CFP, CIM, CLU or similar designations.
Experience specifically with Mutual Funds and ETF products.
Working knowledge of investment products, tools, and sales concepts.
Must be keen on being aware of in-depth market trends.
Strong interpersonal and communication skills
Ability to network and build solid relationships with clients.
Demonstrated ability to work within a fast-paced and dynamic environment.
Ability to travel throughout an assigned region using your own means of transportation.
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 Investments
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 PeopleCultureTeam@purpose-unlimited.com
.
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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