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, Advisor Solutions by Purpose, and Driven.
As Purpose Unlimited Inc. continues its growth, we seek a dynamic controller to join Purpose as a senior member of the finance team. The role will focus on our asset management (Purpose Investments) and wealth (Purpose Advisor Solutions) divisions. The controller will be responsible for the integrity of financial reporting, process excellence, and collaboration with business leaders to drive value. This high-impact role combines leadership, strategic guidance, and hands-on involvement across the finance function.

QUALIFICATIONS:

• CPA designation required; advanced degree in Accounting, Finance, or a related field preferred.
• Minimum 5-7 years progressive experience in asset management, investment funds, or wealth management, including at least 2 years in a Controller or senior finance leadership capacity.
• Demonstrated expertise in IFRS-based financial reporting for investment/asset management firms.
• Hands-on experience with regulatory reporting requirements for investment funds and registered wealth businesses.
• Exceptional process improvement, problem-solving, and project management skills.
• Proficiency with major ERP/accounting/reporting tools (Oracle, Workday, etc.) and advanced Excel skills. Netsuite experience an asset.
• Strong leadership, interpersonal, and communication skills with ability to influence and partner at all levels.
• Proven ability to manage multiple priorities in a rapidly growing and dynamic environment.
• High integrity, business acumen, and a passion for building scalable, resilient teams and processes.

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.

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 & Culture team at PeopleCultureTeam@purpose-unlimited.com. 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

• Lead and manage the preparation of monthly, quarterly, and annual standalone and consolidated financial statements under IFRS for the Asset Management and Wealth businesses, ensuring accuracy, integrity, and alignment with company and regulatory policies.
• Provide strategic leadership and oversight for the financial operations of the Wealth business, collaborating closely with the existing team to ensure the delivery and continuous improvement of a best-in-class finance function.
• Own the asset management and wealth regulatory reporting process, coordinating timely, accurate submissions to securities regulators and other stakeholders.
• Lead and coordinate external audit activities, including supporting schedules, responding to queries, and providing comprehensive documentation to ensure an efficient and timely process.
• Assess current accounting, reporting, and operational processes; design and implement process improvements and internal controls to support scale and growth.
• Champion AI-driven solutions within the finance team to automate reporting, enhance data analytics, and support scalable, efficient decision-making as the business grows.
• Guide the business and financial teams on technical accounting matters in accordance with IFRS guidelines.
• Provide actionable insights for business decision-making and develop value-add analysis and recommendations on an ad hoc basis.
• Mentor and develop finance team members, fostering a culture of continuous improvement, integrity, and performance.
• Serve as a strategic advisor to senior leadership, collaborating closely with business unit heads to proactively address opportunities and challenges as the business scales.