Financial Planner

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, Driven, Advisor Solutions by Purpose, and Harness Investment Management. Across our businesses, we serve more than [10,000] investors and [$21 Billion] in investment and platform assets.
Who is Advisor Solutions by Purpose?
Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year. Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.
Who are you?
We are looking for a Financial Planner to join our team to support the company in launching a new financial planning capability. The ideal candidate will be a highly motivated, self-directed, enthusiastic person who thrives in a fast-paced, entrepreneurial environment. They are excited by the opportunity to stand up a new business line at a leading, innovative financial service company. They have a deep passion for helping people plan for their retirement, thinking about the client’s needs holistically, and not only developing but helping clients to implement the plan to achieve their life goals acting as the lead relationship manager.
If you have a desire to create a serious impact, while owning the process and results from end to end, we would love to hear from you!
The Financial Planner will receive a fixed base salary + commission/bonus.
Responsibilities

• Leverage your client relationship skills and technical planning capability to attract clients and build a planning business at Purpose.
• Deliver exceptional service to clients to build and maintain confidence with them as their trusted advisor.
• Help clients consolidate their assets by integrating financial planning and investment management to consistently deliver better outcomes for clients.
• Partner with stakeholders across the firm to contribute to the ongoing development of modernizing advice, products, and communications at Purpose.
• Communicate with clients via phone and video requiring excellent communication skills.

Qualifications

• Certified Financial Planner (CFP) designation is required.
• Minimum of 7 years experience in financial planning, with a strong knowledge of retirement planning and existing retirement solutions in Canada.
• Registered Retirement Consultant (RRC), Trust and Estate Practitioner (TEP), and Chartered Life Underwriter (CLU) considered an asset.
• Bachelor’s degree is required, preferably in business, finance, or economics.
• Exceptional client focus and a desire to work directly with investors.
• Must be an adaptable team player who thrives in a fast-paced work environment.
• Desire to engage in selling & promotion activities to expand a book of clients.
• Highly organized, able to take initiative, and independent.
• Ability to balance fun with a high personal bar for performance.

If this is an opportunity that sounds interesting and you’re intrigued to learn more, we’d love to hear from you!
Why you should join us?

• We are one of Canada's top small & medium employers'2023.
• We believe in innovation and 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 TFSA program in Purpose fund.
• We care about your development – We offer training opportunities and tuition support year-round.

Purpose Unlimited 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 peopleteam@purpose-unlimited.com.
We thank all applicants for their interest; however, only those selected for interviews will be contacted.
In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our work philosophy is a hybrid model allowing for flexibility and collaboration.