Director, Practice Management & Training (Advisors)

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.

Role Summary:

We are hiring a Director, Practice Management and Training. You will report to the Chief Client Officer and work directly with Purpose's executive team, leaders of teams across functions, and stakeholders across Purpose Unlimited. This is an exciting opportunity with one of Canada's leading growth-focused FinTech organizations. The position will entail meaningful responsibility and autonomy, and the chosen candidate will play a critical role in strategic decision-making across the organization.

Your key responsibilities include:

• Develop a training and growth strategy for our advisor, portfolio manager, and SMB owner audience.
• Build content and training for PMs, Advisors, and SMB owners.
• Consult and work with existing clients to improve business performance.
• Build out and lead a team focused on content development and growth for advisors.
• Create content and training focused on improving advisors and small businesses.
• Build communities of interest around key client segments to encourage self-education.
• Work with key business partners; including product and marketing, to develop a distribution and annual event calendar to engage our clients and build community.
• Develop an analytic framework to evaluate the performance of growth and learning strategies and ensure value creation

Requirements:

The ideal candidate will have 10 years of experience in advisor engagement, learning, and development or sales roles with a strong focus on execution. The following criteria will be key in evaluating the person:

• Minimum 5 years of developing content and training for a distributed sales force.
• Exhibits exceptional problem-solving skills. You can develop solutions for Advisors and execute their delivery with precision.
• Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver creative and unprecedented solutions.
• Has great project management and delivery skills.
• Ability to engage with clients in a meaningful way to understand their requirements.
• Experience working with stakeholders to define problems/opportunity statements, prioritize in ambiguous scenarios, layout data-driven solutions, and identify features and requirements
• Ability to communicate complex ideas in a simple & and easy-to-understand way for any audience (e.g., advisors, small business owners, partners, etc)

Nice to have:

• Knowledge of wealth management/wealth operations.
• Accreditation in training and curriculum development.
• Experience driving change in advisor audiences.

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.

Purpose Unlimited 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.