Business Development Manager

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 is Purpose InvestmentsPurpose Investments is an innovation- driven asset management company with over $20 billion under management offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments goal is to constantly innovate and make investing simple intuitive and affordable for Status: This is for a current : $70000 - $75000What you will do : Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory. Support the Wholesaler by proactively following up on meetings road shows events and webcasts. Initiate phone and digital contact with clients and potential clients to expand relationships. Provide valuable advice and information regarding Purpose products and services to support advisors in a continuously changing business and environment. Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles. Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly. Maintain an up-to-date and thorough understanding of all Purpose Funds market trends and industry best you will bring Experience in the financial services industry in a similar sales capacity. Strong knowledge of the fund industry. Excellent communication skills with proven ability to excel in verbal and written communications. Strong time management and organization skills. Team player with proven ability to collaborate in a fast-paced environment. Technology Information Hubspotknowledge Salesforce knowledge Enrolment in or completion of CFA or CIM Experience in cold calling cold emailing and in a sales environment. A knack for building relationships and having should you join us We are one of Canadas 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 Investments 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 We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this 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.