Word is getting out that there’s a real benefit to having a steady hand on your portfolio! We serve a growing base of clients across Canada and are continuing to expand following our integration with Purpose and our shared commitment to deliver thoughtful, long-term investment guidance. 

We’re excited to share that we are currently hiring an Investor Specialist in our Vancouver or Toronto office. 

The successful candidate will play a key role in building and maintaining strong client relationships, providing ongoing investment guidance, and supporting clients with portfolio construction, asset mix decisions, and portfolio monitoring as clients’ goals evolve. Working closely with our internal teams, the Investor Specialist will also connect with new investors and support referrals, helping ensure clients continue to receive consistent, personal advice as our client community grows.  

If this opportunity sounds like a good fit for you, or someone in your network, we encourage you to take a closer look. Full details are available here. Interested candidates can apply through Dayforce by submitting a resume and cover letter. While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.