Job Title

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 Unlimiteds businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven. 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 and one of Canadas Top 2023 Small and Medium Employers, Advisor Solutions by Purposes end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information, please visit https://www.purposeadvisors.com Vacancy Status: This is for a current opening. Who You are The Head of Wealth Management Sales will lead Purposes wealth sales team at Advisor Solutions by Purpose, working with advisors with an entrepreneurial drive to transition their business and pursue independence. We believe the US RIA model is emerging in Canada and advisors covet an innovative advisor centric partner building out systems and services to support true independence. This leadership role is responsible for sourcing, building and developing relationships with advisors across Canada and transitioning new advisors to our Advisor platform. Youll be developing and executing sales initiatives that support our mission to deliver purposeful, customized wealth solutions and deepen long-term client relationships. The ideal candidate is a strategic leader with a proven track record in wealth management sales, partnering with advisors, a passion for client outcomes, and the ability to build and lead high-performing teams. Responsibilities: What you will do Strategic Leadership Develop and execute the sales strategy for the wealth management platform, aligned with Purposes mission and business objectives. Lead the formulation of client acquisition and retention strategies to grow assets under management and enhance market share. Collaborate with partners on product development and service offerings that support long-term financial outcomes for clients. Drive the adoption of data, analytics, and AI-enabled capabilities to improve decision-making, advisor experience, and sales effectiveness. Own wealth management sales performance metrics, including revenue targets, new client acquisition, and expansion of existing client relationships. Implement data-driven sales practices and tools to improve performance and predictability of results. Identify and pursue key markets, segments, and opportunities that align with Purposes value proposition. Lead, mentor, build and develop a high-performing sales team, fostering a culture of shared values, integrity, and continuous growth. Establish sales coaching, performance management, and development frameworks that nurture talent and support career progression. Drive cross-functional collaboration with advisory, operations, marketing, and service teams to deliver a seamless client experience. Stay informed on wealth management trends, competitor offerings, regulatory changes, and client expectations. Translate market insights into strategic initiatives and sales capabilities that differentiate Purpose in the marketplace. Qualifications: What you will bring 10+ years of proven leadership experience in wealth management with direct experience partnering with advisors and communicating the benefits of independence is preferred. A demonstrated ability to drive sustained revenue growth in a client-centric, consultative sales environment. Demonstrated ability to lead and develop diverse high-performance teams. Deep understanding of the wealth management industry, with insights on key topics including financial planning, investment management, tax-efficient strategies, and estate planning. Strategic thought leadership with the ability to influence, communicate complex ideas clearly, and build trusted relationships. Professional credentials such as CFP, CFA, CIM, or equivalent. Additional Information Why should you join us? 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. 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 an optional TFSA program. We care about your development We offer training opportunities and tuition support year-round. Advisor Solutions by Purpose 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 [email protected]. We thank all applicants for their interest; however, only those selected for interviews will be contacted. Our work philosophy is a hybrid model allowing for flexibility and collaboration. Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role. 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. #J-18808-Ljbffr