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About the Role

Purpose Investments is seeking an individual to support their Wholesaler partner by proactively following up on meetings, road shows, events, and webcasts. This role involves initiating contact with clients and potential clients to expand relationships, providing valuable advice on Purpose products and services, and supporting advisors in a changing business environment.

Responsibilities

• 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 to support advisors in a continuously changing business and environment.
• Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles.
• Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly.
• Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.

Requirements

• 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.
• Hubspot knowledge
• Salesforce knowledge
• Enrolment in or completion of CFA or CIM
• Experience in cold calling, cold emailing, and in a sales environment.
• A knack for building relationships and having fun.
• Applicants must be legally entitled to work in Canada.
• Immigration sponsorship is not offered for this role.

Skills

• Sales
• Communication
• Time Management
• Organization
• Collaboration
• Technology
• Hubspot
• Salesforce
• CFA
• CIM
• Cold Calling
• Cold Emailing
• Relationship Building

Location

• Canada

Work Type

• Hybrid
• Full-time

Experience Level

• Sales experience in financial services
• Experience in cold calling, cold emailing, and in a sales environment

Education Level

• Enrolment in or completion of CFA or CIM

Salary/Compensations

• $70,000 - $75,000 + Quarterly Commissions

Benefits

• Competitive compensation including equity program
• Comprehensive group health and dental benefits
• Life insurance
• Lifestyle Spending Account
• Flexible paid time-off policy
• Flexible vacation days
• Flexible sick and mental health days
• Paid parental leave for eligible employees with a top-up
• Generous Group RRSP matching
• Optional TFSA program
• Training opportunities
• Tuition support

About the Company

• 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.
• Purpose Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products.
• Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.
• 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.

Equal Opportunity

• 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.
• 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.