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About the Role
Purpose Investments is seeking an individual to create and implement a business plan, support wholesalers, and initiate contact with clients to expand relationships. You will provide valuable advice on products and services, support advisors, and maintain accurate records.
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
- Financial Services
- Fund Industry Knowledge
- Communication (Verbal and Written)
- Time Management
- Organization
- Collaboration
- Technology Proficiency
- Hubspot
- Salesforce
- Cold Calling
- Cold Emailing
- Relationship Building
Location
- Canada
Work Type
- Hybrid
Experience Level
- Sales capacity 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 at little to no cost
- Lifestyle Spending Account
- Flexible paid time-off policy with unlimited 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 focused on customer-centric innovation through technology-driven solutions.
- Purpose Investments is an innovation-driven asset management company with over $20 billion under management.
- Purpose Investments aims to make investing simple, intuitive, and affordable for everyone.
- Purpose Unlimited is recognized as one of Canada's Top Small & Medium Employers for 2023, 2024, 2025 & 2026.
- The company fosters an innovative, people-first culture that values entrepreneurialism.
Equal Opportunity
- Purpose Investments is an equal employer, dedicated to fostering an inclusive and barrier-free work environment.
- Encourages all qualified candidates to apply.
- Accommodation is available during the recruitment process.
- 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.