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About the Role
Purpose Investments is seeking a Portfolio Manager to oversee all investment solutions on the Steadyhand and Harness wealth platforms, holding full construction authority over the Founders and Builders funds. This role involves a human-AI partnership where AI assists with data aggregation and initial commentary, while the Portfolio Manager provides critical judgment, construction decisions, and accountability.
Responsibilities
- Own platform-wide PM accountability across every Steadyhand and Harness solution
- Lead full construction and management of the Founders and Builders funds
- Keep model portfolios aligned to Purpose's house view and each client outcome
- Govern third-party sub-advisor performance and mandate adherence
Requirements
- Hands-on multi-asset model portfolio construction experience (fund-of-funds or SMA)
- An investment background strong enough to make portfolio decisions, not just interpret them
- Excellent communication skills — adviser conversations, public speaking, written commentary
- Comfort as a single point of accountability, working closely with peers on adjacent parts of the Platform
- Applicants must be legally entitled to work in Canada.
Skills
- Portfolio construction
- Communication
- Public speaking
- Written commentary
Location
- Canada
Work Type
- Hybrid
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Competitive compensation including equity program
Benefits
- Comprehensive group health and dental benefits
- Life insurance
- Lifestyle Spending Account
- Flexible paid-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 a vibrant culture, valuing entrepreneurialism in a people-first financial services firm.
Equal Opportunity
- Purpose Unlimited is an equal opportunity employer and is dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.
- Accommodation is available during the recruitment process upon request.