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About the Role

Purpose Investments is seeking a detail-oriented professional to lead regulatory reporting, ensuring timely and accurate delivery of financial statements, Fund Facts, and other disclosures. This role involves overseeing AI-augmented reporting workflows, acting as a subject matter expert on financial reporting standards, and collaborating with cross-functional teams to support fund launches and regulatory requirements.

Responsibilities

Deliver Annual and Semi-Annual Financial Statements and MRFPs across the full Purpose fund lineup, on time and defect-free.
Lead production of Fund Facts, ETF Facts, and Quarterly Portfolio Disclosures from AI-assisted first draft to final regulatory filing.
Drive SEDAR+ submissions and investor disclosure dissemination with zero missed deadlines.
Oversee and improve AI-augmented reporting workflows, escalating systemic issues and identifying automation opportunities.
Maintain audit-ready documentation of AI-assisted processes, ensuring human review and sign-off.
Serve as the fund operations team’s subject matter expert on financial reporting standards under NI 81-106 and IFRS.
Partner with product, legal, and compliance teams on prospectus renewals, fund launches, and ad hoc regulatory requirements.
Support board reporting and corporate fund management reporting, including board meeting participation.
Build and maintain external partner relationships (administrators, auditors, legal counsel).

Requirements

3–5 years of investment fund accounting or financial reporting experience within the Canadian market.
Deep working knowledge of NI 81-106, IFRS as applied to Canadian investment funds, and SEDAR+ filing requirements.
Demonstrated experience owning a regulatory filing cycle end-to-end.
Applicants must be legally entitled to work in Canada.
Immigration sponsorship is not offered for this role.

Skills

CPA designation (or actively enrolled in the CPA program with a clear timeline to completion).
Experience with AI-assisted financial reporting tools or workflow automation (Copilot, custom Python scripts, RPA).
CFA designation or progress toward it.
Experience supporting fund launches, prospectus filings, or cross-border fund structures.
Track record of proactively improving a reporting process.
Familiarity with agentic AI tools or workflow automation in a finance or compliance context.

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

3-5 years

Education Level

CPA designation or actively enrolled
CFA designation or progress toward it

Salary/Compensations

$120,000 - $140,000

Benefits

Competitive compensation including equity program.
Comprehensive group health and dental benefits and life insurance.
Lifestyle Spending Account for wellness needs.
Flexible paid time-off policy with 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 and tuition support year-round.

About the Company

Purpose Unlimited is an independent financial services company focused on customer-centric innovation through technology-driven solutions.
Purpose Investments is an innovation-driven asset management company with over $20 billion under management, aiming to make investing simple, intuitive, and affordable.
Purpose is committed to deploying AI across every workflow where it outperforms manual effort.
Purpose Investments is an equal employer, dedicated to fostering an inclusive and barrier-free work environment.
We are one of Canada's Top Small & Medium Employers' 2023, 2024, 2025 & 2026.
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 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.