Job Description

Overview

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer‑centric innovation, delivered through technology‑driven solutions. The company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Its businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

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, its end‑to‑end solution simplifies advisor practice and makes it easier for clients to achieve their financial goals.

Harness Investment Management Inc. (Harness) is regis...

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