Manager, Harness Portfolio Managers

Instills a mindset of constant improvement , where “good enough” is never the finish line

Identifies inefficiencies, outdated processes, and friction points—and actively fixes them

Encourages experimentation, learning, and healthy challenge of the status quo

Uses performance data and outcomes to drive continuous learning , not fear or micromanagement

Sets clear, achievable performance expectations aligned to both business goals and portfolio manager capacity

Turns strategy into execution— no more stalled initiatives or unclear ownership

Holds portfolio managers accountable with respect and transparency, creating trust rather than tension

Creates momentum—moving the team from reactive to intentional, from fragmented to unified

Celebrates wins loudly while addressing underperformance early and constructively

Serves as an active member of the Harness Investment Committee , contributing disciplined thinking, challenge, and perspective to investment decisions

Brings the voice of the portfolio managers and clients into the investment governance process, ensuring real‑world implications are considered

Helps shape and reinforce the firm’s investment philosophy, risk management principles, and portfolio construction discipline

Acts as a steward of consistency —ensuring portfolio managers remain aligned to agreed‑upon frameworks while allowing room for professional judgment

Assists portfolio managers in making complex investment decision and explaining concepts in clear, layperson terms, strengthening client understanding and trust

Bachelor’s degree in finance, business, economics, or related field; advanced credentials (e.g., CFA) an asset.

Strong background in wealth management, portfolio management, or investment leadership.

Proven experience coaching and developing high‑performing advisory or portfolio‑management teams.

Solid understanding of investment principles, portfolio construction, and risk management.

Excellent communication skills with the ability to simplify complex investment concepts for clients.

Demonstrated ability to set expectations, drive accountability, and foster a client‑first culture.

High emotional intelligence, professional presence, and a continuous‑improvement mindset.

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.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We 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.