Vice President, Advisor Development (Sales)

at  Purpose Unlimited

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.
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 Canada’s Top 2023 Small and Medium Employers, 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.

QUALIFICATIONS:

• 10-15 years of advisor-facing experience; consultative selling experience preferred.
• Strong familiarity with wealth management firms and advisors across the Canadian investment landscape.
• Analytics-first approach to sales; preference for data-informing actions.
• Comfort working in a fast-growing and entrepreneurial environment.
• Excellent communication and negotiation skills.
• ‘Winning’ mindset; strong goal orientation.
• Ability to travel across Canada every quarter.

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 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

You’ll be a key leader within the organization who is responsible for sourcing, building, developing relationships, and converting new advisors to our Advisor Platform. The ideal candidate will be a highly organized, self-starting, articulate individual with the ability to inspire others to participate in and benefit from the changes in the Wealth industry! You will be a key resource for advisors to understand and evaluate the options for their business and develop their innovative practices. You will also seek to build trust within our client base and in the broader advisor community to instill confidence in your service commitment and in Purpose as a solid partner to help advisors succeed through a broad array of tools and services. You are a strong collaborator and seek to leverage the power of a deep team around you to deliver exceptional value and to grow Purpose’s business.

How you will drive impact?

• As an individual contributor, you will develop, drive, and manage the sales process through to close.
• You will bring a solutions mindset based on curiosity and a commitment to helping clients succeed.
• Partner with the team to problems solve any advisor blockers and help them develop the vision for their business
• Evaluate, identify, and close new opportunities to grow the Advisor Solutions wealth platform.
• Be the voice of the client to the Product organization on new features.
• Provide support in the development of sales/marketing materials.
• Provide practice management insights and solutions to prospects and advisors on the platform.
• Coordinate with sales professionals across the Purpose Unlimited organization to maximize client opportunities.

Note: Regular travel is required to be an ambassador of the ASP brand across Canada.