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Purpose Financial


Purpose Investments is founded by Som Seif, previous founder of Claymore Investments, an innovator of low-fee Exchange Traded Funds that was bought by BlackRock. The firm where thoughtful Canadians invest, Purpose builds on a history of experience to create a truly modern approach to investing that focuses on helping clients achieve long-term objectives to realize meaningful success.

3d

Security Developer

Purpose FinancialToronto, ON, Canada, Remote
agileDesignmobileapiqagitrubydockerpostgresqlkubernetesangularjavascriptbackendfrontendNode.js

Purpose Financial is hiring a Remote Security Developer

Company Description

Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

Who is Thinking Capital:

At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

Job Description

You have spent countless hours over the years learning the academic and practical skills to be great at what you do. Working professionally and as a hobbyist, you have gathered experience in the security field so you know what to do and what not to do.  At Thinking Capital, we encourage everyone to trust themselves, stop holding back and use their acquired knowledge. 

Everyone in the team is an integral contributor to our products, working with our customers to collaborate and design the best solutions.  Our open work culture provides the opportunity for you to contribute to all aspects of our business:  customer engagement, product ownership, software, security, QA, DevOps, and 24/7 cloud service deployment.  

As a key member of our security team, you will lead through collaboration to design, develop and deploy advanced security solutions to keep our integrated cloud services trusted, safe, and secure. As a financial technology company, we deploy cutting-edge security solutions to deter highly sophisticated attackers from theft and fraud. As a Security Developer you will be expected to:

  • Drive Thinking Capital’s security platform forward as a security developer
  • Design complete security and cryptographic solutions.
  • Develop secure code to protect our APIs, frontend, backend, web, mobile, and partner integration platforms.
  • Fully automate large-scale solutions to detect advanced threats to our online financial services.
  • Develop and deploy security policies, standards, guidelines, tools, and frameworks.
  • Perform threat modeling to prioritize the design and development of appropriate mitigations.

Qualifications

What Experience You Bring

  • 5+ years of computer, network, and communications security experience.
  • Security analysis of web applications.
  • Secure software development using web application frameworks.
  • Relational databases such as PostgreSQL, MySQL.
  • Proficiency with Linux/UNIX command-line.
  • Working autonomously and being highly resourceful.
  • Experience with agile, test-driven design methodology.
  • BSC, MSC, or Ph.D. in computer science or engineering.

Other Valued Skills & Knowledge

  • Ruby on Rails, Python/Django
  • Angular, Node.js, JavaScript, and front-end development frameworks
  • Git or other version control systems
  • Building a RESTful API
  • Heroku, Kubernetes, Docker for production deployment
  • Accounting, payment, billing, or other finance solutions

Additional Information

What You Can Expect From Us

At Thinking Capital, we hire for fit. Fit with our values of openness, agility, and respect. Fit with the knowledge and skills needed to excel both individually and as part of a larger team so that we can continue to serve our customers. Fit with an insatiable need to improve, learn and discover. What you’ll get in return is the opportunity to work with others who are top in the industry and who possess an incredible amount of knowledge and enthusiasm for building a world-class company.

If you are looking for a challenging career and the opportunity to be part of a successful and high-growth company, Thinking Capital is the ideal place for you.  

Why you should join us?

  • We believe in innovation and 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 at the office
  • We care about your rewards - Competitive compensation including equity programs
  • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
  • We care about your rest - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
  • We care about your family - Paid parental leave for eligible employees with top-up
  • We care about your future – Group RRSP matching and TFSA program in Purpose funds
  • We care about your development– subsidies are available for courses and tuition

Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

See more jobs at Purpose Financial

Apply for this job

5d

Senior Data Scientist

Purpose FinancialToronto, ON, Canada, Remote
sqlDesignapilinuxpython

Purpose Financial is hiring a Remote Senior Data Scientist

Company Description

Who is Purpose Financial:

Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

Who is Thinking Capital:

At Thinking Capital, we’re changing the landscape of financial technology! Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

Job Description

You have spent countless hours over the years solving hard problems in mathematics, statistics, and computer science. You thrive on extracting useful information from large messy data sets. You know that a data set that satisfies all the requirements of a specific statistical procedure is a rarity indeed – and you know what to do about it. You have followed your passion for all things quantitative and are turning it into your profession.

We value data scientists who can demonstrate personal or business projects that have solved real problems big or small with data sets that you have obtained. You found the right data, scraped it off a website, or used an API to get it. Stored it, munged it, found all the anomalies, and figured out what to do about them. You asked statistical questions of the data, found out that the data did not satisfy the requirements of the methodology you used, and figured out what to do about that. You derived useful information from the data and demonstrated value from the project.

As a key member of our team, your passion for data will help us design, develop and deploy our integrated cloud services that help small businesses succeed.

What you'll do:

  • Application of machine learning to an automated financial services platform.
  • Design of sophisticated algorithms that work on large datasets in real-time.
  • Tackling sophisticated analytical problems to find business solutions. Implementing the changes to production and evaluating the impact.
  • Developing risk strategies to assess the implications of the new projects.
  • Support credit risk management by assessing losses by customer profiling.
  • Formulating, suggesting, and managing data-driven projects independently which are geared at furthering the business's interests.
  • Selecting and employing advanced statistical procedures to obtain actionable insights.
  • Cross-validating models to ensure their generalizability.
  • Suggesting ways in which insights obtained might be used to inform business strategies.
  • You’ll be transforming data into action by working cross-functionally with stakeholders across Thinking Capital.
  • Use your quantitative mindset to direct the implementation of solutions informed through everything ranging from data quality investigations and adjustments to data structures to overall data program management.
  • Diagnosing, documenting, and reporting drivers of unexpected changes to portfolio/origination composition and credit performance. Communicating your findings including future impacts to losses and proposed recommendations to Senior Management as required.

Qualifications

You bring strong knowledge and real-world experience:

  • A master or graduate degree in statistics or equivalent
  • 3+ years of hands-on experience acting as a Data Scientist.
  • Machine learning and artificial intelligence
  • Statistical methodology (eg linear & logistic regression, time series models, hypothesis testing, etc)
  • Python (Pandas), R (tidyverse) and SQL
  • Algorithms, data structures, and computational mathematics
  • Experience with analytics for large messy data sets
  • Obtaining data from websites via scraping, APIs, and third parties
  • Proficiency with Linux command-line
  • Working autonomously and being highly resourceful

Additional Information

Why you should join us?

  •  We believe in innovation and 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 at the office
  • We care about your rewards - Competitive compensation including equity programs
  • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
  • We care about your rest - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
  • We care about your family - Paid parental leave for eligible employees with top-up
  • We care about your future – Group RRSP matching and TFSA program in Purpose funds
  • We care about your development – subsidies are available for courses and tuition

Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

See more jobs at Purpose Financial

Apply for this job

11d

UI/UX Designer

Purpose FinancialToronto, ON, Canada, Remote
figmaDesignmobileUXcssjavascript

Purpose Financial is hiring a Remote UI/UX Designer

Company Description

Purpose Financial 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 Financials’ businesses include Purpose Investments, Purpose Advisor Solutions and Thinking Capital.

Who is Purpose Investments:

Purpose Investments is an innovation- driven asset management company with over $11 billion under management, offering both managed and quantitative investment products. In 2021, we’ve launched an exciting new set of funds to the market that includes the World’s First Bitcoin ETF, the World’s First Ether ETF, a Globe Climate Fund and an innovative Retirement Pension Fund called Longevity. This is just the beginning for us, with lots more opportunities to grow in the near future.

Job Description

As a UI/UX Designer, reporting to our Creative Director, you will be a key part of our Customer Experience team, working on key initiatives around developing a better user experience using insights from our clients.  

At Purpose Investments, we’re trying to change our industry, and are looking for a talented UX/UI Designer who can bring their passion for building digital products to our team. Do you know all the financial and investment collateral that you’re so used to seeing? The bland, boring, and uninspiring work, that is the furthest thing from good design. Well, we want ours to be the opposite of that. We want our digital touchpoints to be as user-friendly, seamless and customer-centric, as we’d want for ourselves. We’re trying to raise the bar higher.

We want you to be proud of the work you do each day. There’s a lot of work to be done, and we’re looking for someone to work alongside our Creative Director, channeling our CEO’s vision, and bringing our story to life in a creative way. The opportunity is there. It’s your job to seize it.

As a UX/UI Designer you’ll be:

  • Influencing and designing the user experience of Purpose’s brands for all our digital products.
  • A part of a fully engaged multidisciplinary team of designers, developers, marketers and business intelligence professionals, continuing to move Purpose forward.
  • Participating in brainstorm sessions and working on projects from concept to completion.
  • Continuously work with the design system patterns, test, update and evolve them
  • Use participatory and iterative design techniques including observational studies, user interviews, usability testing, and other forms of qualitative and quantitative research to uncover insights, learn about user behavior and verify design concepts
  • Work closely with development teams to ensure that design specifications are implemented;
  • Attend and facilitate review meetings and demos
  • Questioning everything, while pushing for strong design in each execution.
  • Collaborating with and supporting internal teams and departments with their needs.

Qualifications

The skills and experience we’re looking for:

  • 4-5 years experience as a UX/UI designer with tier-one brand experience. This could be in an agency, design firm, in house or freelance. The work should be of high caliber and be focused on designing responsive web or mobile software and sites.
  • Thoroughly know Adobe Creative Suite, and Figma or Sketch.
  • A portfolio that shows the quality of work you’ve shipped, that has a strong level of informed UX/UI decisions.
  • Experience designing engaging interactions and motion.
  • Great understanding of UX and Human-Centered design concepts, including user flows, journey maps, site maps, and usability tests.
  • Working with CSS, HTML and/or JavaScript, is considered a plus.
  • Presenting your work with conviction using an empathetic lens to the end user, while keeping an open mind to the feedback you’ll receive from various key stakeholders.

If this is an opportunity that sounds interesting to you (more like you than not) and you’re intrigued to learn more, we would love to hear from you!

Additional Information

Why you should join us?

  • 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 at the office
  • We care about your rewards - Competitive compensation including equity programs
  • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
  • We care about your rest -  flexible paid time-off policy with unlimited vacation days, flexible sick and mental health days
  • We care about your family - Paid parental leave for eligible employees with top-up
  • We care about your future – Group RRSP matching and TFSA program in Purpose funds
  • We care about your development – subsidies are available for courses and tuition

In light of the COVID-19 pandemic, we are currently working from home. But when we return to work under a hybrid model.

Purpose Financial 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 & Culture team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    See more jobs at Purpose Financial

    Apply for this job

    11d

    DevSecOps Engineer

    Purpose FinancialOttawa, ON, Canada, Remote
    terraformansiblerubypythonAWS

    Purpose Financial is hiring a Remote DevSecOps Engineer

    Company Description

    Who is Purpose Financial:

    Purpose Financial is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. We are developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Financial's businesses include Purpose Investments, Thinking Capital, and Purpose Advisor Solutions.

    Who is Thinking Capital:

    At Thinking Capital, we’re changing the landscape of financial technology! Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

    Job Description

    We are seeking a Mid to Senior DevSecOps Engineer to join our fast-growing team. This person will be responsible for designing, implementing, and continuously improving components of Thinking Capital’s cloud infrastructure. Secure, stable, and efficient infrastructure empowers our entire engineering team to ensure customer success. This person will play a key role in shaping our infrastructure as we scale.

    We’re looking for someone with a successful track record in the DevSecOps / Infrastructure space along with strong, empathetic communication skills.

    What You Will Do:

    • Take end-to-end ownership of the features.
    • Research, architect, implement and help drive innovative solutions.
    • Actively share knowledge and document insights to support continuous team improvement and collaboration.
    • Act as a mentor throughout the software development process.
    • Partner and collaborate with other functions and teams.
    • Consulting with management on the operational requirements of software solutions.
    • Contributing expertise on information system options, risk, and operational impact.
    • Mentoring junior software developers in gaining experience and assuming DevSecOps responsibilities.
    • Managing the installation and configuration of solutions.
    • Overseeing routine maintenance procedures and performing diagnostic tests.
    • Documenting processes and monitoring performance metrics.
    • Conforming to best practices in DevOps and Security.

    Qualifications

    The skills & experience you bring

    • 3+ years of experience working in one of the following (or similar) capacities: DevSecOps Engineer, Infrastructure Engineer, Site Reliability Engineer (SRE). Software Development Engineers with DevSecOps experience are also encouraged to apply.
    • Coding and scripting experience in Python, and Bash (bonus points for Ruby).
    • Highly proficient with DevSecOps concepts and technologies
    • Experience deploying and managing web applications on Amazon Web Services (AWS) and/or Heroku.
    • Familiarity and experience with one or more of the following systems: CI/CD (CircleCI, Gitlab CICD, or similar), Logging (Sumologic, or similar), and Observability tooling (Datadog, or similar).
    • Experience with production incidents: investigation, resolution, and root cause analysis.
    • Experience with configuration management and IaC (Infrastructure as Code) tools (e.g., AWS CDK, AWS CloudFormation, Terraform, Ansible)
    • Strong communication skills and ability to build lasting relationships between functional teams
    • Experience in a 24/7/365 environment

    Other valued skills & experience

    • Experience with AWS CDK and Cloudformation
    • Extensive experience with AWS services of ECS Fargate, Route 53, S3, IAM, KMS, Cloudtrail, Cloudwatch, MWAA, Sagemaker
    • Experience with AWS serverless services (e.g. Lambda, ECS, MWAA, S3, …)

    Additional Information

    Why you should join us?

    •  We believe in innovation and 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 at the office
    • We care about your rewards - Competitive compensation including equity programs
    • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
    • We care about your rest - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
    • We care about your family - Paid parental leave for eligible employees with top-up
    • We care about your future – Group RRSP matching and TFSA program in Purpose funds
    • We care about your development – subsidies are available for courses and tuition

    Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    Purpose Financial is hiring a Remote Senior Manager, Strategic Initiatives

    Company Description

    Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.
     

    Who is Purpose Advisor Solutions?

    Purpose Advisor Solutions provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

    Purpose Advisor Solutions is a fintech organization owned by Purpose Financial, an independent financial services organization with an unrelenting focus on customer-centric innovation driven through technology.
     

    Job Description

    We are looking to someone who will:

    • Take on significant responsibility and autonomy. Play a critical role in the growth and strategic development of a new start-up organization with the financial and resource support of an innovative and growth-oriented parent company
    • Partner with our registered entities to ensure continuous operational improvement and execution of the strategic plan
    • Establish key operating metrics, including financial, process, and client experience factors
    • Identify and execute on opportunities to improve long-term growth, performance, and efficiency.
    • Perform quantitative and qualitative assessment of the current operations (including processes, digital and analytics, management practices, behaviors, and capabilities) and size the full improvement potential
    • Design and implement best practices processes and procedures to support asset and client growth objectives
    • Support annual and quarterly strategic planning, forecast, and capacity management
    • Partner with Engineering, Product Management, and other cross-functional teams to design solutions, prioritize development, and ensure successful solution implementation.
    • Develop and execute change management processes to achieve engagement and change mindset and behaviors. Set up the implementation management process and tools to ensure focus on execution and fast resolution of roadblocks.

    Qualifications

    The ideal candidate will have 3-5 years of experience in an operational, management consulting, or technology development role with a strong focus on execution.

    The following criteria will be key in evaluating the person:

    • Minimum 3 years of proven operations management, process design, and change management capabilities.
    • Experience working with stakeholders to define problems/opportunity statements, prioritize in ambiguous scenarios, layout data-driven solutions, and identify features and requirements
    • Independent problem solver who takes full ownership over work, is not afraid to get hands dirty and own issues to resolution.
    • Ability to communicate complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
    • Demonstrated ability to manage cross-functional projects, interpersonal skills, and ability to influence others
    • Strong analytical skills, good with data and processes
    • Passion to improve the financial advisory experience for Canadians and help them achieve their financial objectives
    • A curious, inclusive team-player

    Nice to have:

    • Experience with technology development and implementation
    • Experience with SQL, programming (including scripting /coding), Python, VBA, or application development
    • Knowledge of wealth management/wealth operations

    Additional Information

    We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

    We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

    We care about your rewards - Competitive compensation including bonuses & equity programs

    We care about your health – comprehensive group health, 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, flexible sick and mental health days

    We care about your family - Paid parental leave for eligible employees with top-up

    We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

    We care about your development– We offer training opportunities and tuition support year-round.


    Purpose Advisor Solutions 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

     

    Please direct all inquiries and responses to [email protected]

    See more jobs at Purpose Financial

    Apply for this job

    Purpose Financial is hiring a Remote Director, Head of Trading and Portfolio Management Operations

    Company Description

    Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

    Who is Purpose Advisor Solutions?

    Purpose Advisor Solutions is an innovative fintech company focused on creating the tools, services, and support to help financial advisors build their own businesses. Our team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed. Purpose Advisor Solutions is owned by Purpose Financial, an independent financial services organization with an unrelenting focus on customer-centric innovation driven through technology.

    Job Description

    The Director, Head of Trading and Portfolio Management Operations is a key leader that oversees all aspects of portfolio implementation and trading at Purpose Advisor Solutions.  This person will work closely with our Portfolio Manager clients and internal Portfolio Management and Operations Team. This position requires a collaborative approach to solving problems, positive professional demeanor, strong attention to detail, and ability to work in a team environment.

    This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.

    Responsibilities

    Director, Head of Trading and Portfolio Management Operations can expect to focus their work in the following areas:

    • Lead a small and growing team of trading and portfolio management operations professionals.
    • Oversee all trade order creation and execution maximizing trade quality and managing trading costs.
    • Manage the firm’s exposure by driving process development and continuous improvements in portfolio management and trading operation functions.
    • Drive thought leadership in optimizing our portfolio management approach and methodology.
    • Work directly with portfolio managers to resolve trading issues and ensure proper execution and allocation of trades.
    • Drive projects as needed including identifying workflow and system improvements and works across various internal groups to drive change.

    Qualifications

    • 5-10 years of progressive experience in a Trading or Investment Management environment is required
    • Desire to succeed in a fintech start-up environment
    • A friendly professional demeanor and ability to excel and lead in a team-oriented environment
    • Action oriented, quick to learn and grasp new technology and concepts
    • Ability to manage time effectively, work under pressure, set priorities and meet deadlines
    • Excellent communication and organizational skills
    • Strong technical and analytical skills and detail-oriented aptitude
    • Strong proficiency with Microsoft Office suite especially Excel
    • Experience in programming is preferred but not required
    • CFA and/or CIM designation is preferred but not required

    Additional Information

    We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

    We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

    We care about your rewards - Competitive compensation including bonuses & equity programs

    We care about your health – comprehensive group health, 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, flexible sick and mental health days

    We care about your family - Paid parental leave for eligible employees with top-up

    We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

    We care about your development– We offer training opportunities and tuition support year-round.


    Purpose Advisor Solutions 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    Purpose Financial is hiring a Remote Associate, Trading and Portfolio Management

    Company Description

    Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

    Who is Purpose Advisor Solutions?

    Purpose Advisor Solutions is an innovative fintech company focused on creating the tools, services, and support to help financial advisors build their own businesses. Our team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed. Purpose Advisor Solutions is owned by Purpose Financial, an independent financial services organization with an unrelenting focus on customer-centric innovation driven through technology.

    Job Description

    The Associate, Trading and Portfolio Management is a key member of the Trading and Portfolio Management Operations team that oversees the implementation and monitoring of portfolios and other portfolio management and trading functions.  This person will work closely with our Portfolio Manager clients and internal Portfolio Management and Operations Team. This position requires strong technical skills, attention to detail, a positive professional attitude, and the ability to work in a team environment.

    This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.

    Responsibilities:

    • Work directly with portfolio managers to resolve trading issues and ensuring proper execution and allocation of trades.
    • Trade order creation and execution.
    • Post trade processing and resolving trade issues in a timely manner.
    • Participate in the optimization of portfolio management processes and risk management by performing various analysis.
    • Operational projects as needed including identifying workflow and system improvements and works across various internal groups to drive change.

    Qualifications

    • A Bachelor’s Degree from an accredited university; background in Statistics, Mathematics, Engineering, and/or Finance is preferred but not required
    • Desire to succeed in a Fintech start-up environment
    • Action oriented, quick to learn and grasp new technology and concepts
    • Ability to manage time effectively, work under pressure, set priorities and meet deadlines
    • A friendly professional demeanor and ability to excel in a team-oriented environment
    • Excellent communication and organizational skills
    • Strong technical and analytical skills and detail-oriented aptitude
    • Strong proficiency with Microsoft Office suite especially Excel
    • 3-5 years of previous experience in a portfolio management and/or trading environment is preferred but not required
    • Experience in programming is preferred but not required
    • CFA and/or CIM designation is preferred but not required

    Additional Information

    We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

    We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

    We care about your rewards - Competitive compensation including bonuses & equity programs

    We care about your health – comprehensive group health, 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, flexible sick and mental health days

    We care about your family - Paid parental leave for eligible employees with top-up

    We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

    We care about your development– We offer training opportunities and tuition support year-round.


    Purpose Advisor Solutions 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    +30d

    Associate, Trading Analyst

    Purpose FinancialToronto, ON, Canada, Remote

    Purpose Financial is hiring a Remote Associate, Trading Analyst

    Company Description

    Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

    Who is Purpose Advisor Solutions?

    Purpose Advisor Solutions is an innovative fintech company focused on creating the tools, services, and support to help financial advisors build their own businesses. Our team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed. Purpose Advisor Solutions is owned by Purpose Financial, an independent financial services organization with an unrelenting focus on customer-centric innovation driven through technology.

    Job Description

    The Associate is a key member of the Trading and Portfolio Management Operations team that oversees the implementation and monitoring of portfolios and other portfolio management and trading functions.  This person will work closely with our Portfolio Manager clients and internal Portfolio Management and Operations Team. This position requires strong technical skills, attention to detail, a positive professional attitude, and the ability to work in a team environment.

    This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.

    Responsibilities:

    • Work directly with portfolio managers to resolve trading issues and ensuring proper execution and allocation of trades.
    • Trade order creation and execution.
    • Post trade processing and resolving trade issues in a timely manner.
    • Participate in the optimization of portfolio management processes and risk management by performing various analysis.
    • Operational projects as needed including identifying workflow and system improvements and works across various internal groups to drive change.

    Qualifications

    • A Bachelor’s Degree from an accredited university; background in Statistics, Mathematics, Engineering, and/or Finance is preferred but not required
    • Desire to succeed in a Fintech start-up environment
    • Action oriented, quick to learn and grasp new technology and concepts
    • Ability to manage time effectively, work under pressure, set priorities and meet deadlines
    • A friendly professional demeanor and ability to excel in a team-oriented environment
    • Excellent communication and organizational skills
    • Strong technical and analytical skills and detail-oriented aptitude
    • Strong proficiency with Microsoft Office suite especially Excel
    • 3-5 years of previous experience in a portfolio management and/or trading environment is preferred but not required
    • Experience in programming is preferred but not required
    • CFA and/or CIM designation is preferred but not required

    Additional Information

    We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

    We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

    We care about your rewards - Competitive compensation including bonuses & equity programs

    We care about your health – comprehensive group health, 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, flexible sick and mental health days

    We care about your family - Paid parental leave for eligible employees with top-up

    We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

    We care about your development– We offer training opportunities and tuition support year-round.


    Purpose Advisor Solutions 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    Purpose Financial is hiring a Remote Senior Product Manager (New Products)

    Company Description

    Who is Purpose Financial:

    Purpose Financial is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. We are developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Financial's businesses include Purpose Investments, Thinking Capital, and Purpose Advisor Solutions.

    Who is Thinking Capital:

    At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real time connections to a multitude of data sources and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

    Job Description

    You have an innate passion for creating, building, and driving new products into the market.  You take pride in creating value from nothing, creating teams from people, products from code, and solutions from problems.

    We are looking for a strong, proven, zero to one product manager to lead our new products from conception through to product-market fit and growth for new, innovative, and cutting-edge digital products that help our small business customers succeed, the bedrock of our economy.

    You will fill a crucial role at Thinking Capital. Reporting to our VP, Head of Product, you will help lead an elite team of experienced software engineers, product owners, marketers, and data professionals to drive the evolution of Thinking Capital’s small business financial products.  You will drive customer value with our comprehensive suite of services enabling business owners to manage and grow by bringing new products to market.

    As a Product Manager at Thinking Capital, you will wear many hats, including product owner and product marketer to bring your products to life. You will collaborate with our customers and internal stakeholders to translate our corporate OKRs and priorities into a product roadmap and work closely with the product and development teams to deliver. The successful candidate will have a proven track record of being a customer focussed and working collaboratively with development teams to bring value back to our customers. 

    At Thinking Capital, we believe in empowering people to take ownership of customer problems and bring innovative digital products to life from 0-1 for our small business customers. 

    What You Will Do:

    • Evangelize the payments and new product initiatives vision, product roadmap constantly so all stakeholders are aligned, have context, and understand where we are going
    • Take an outside-in approach to develop new products by focussing primarily on customer pain points to drive value back to our customers
    • Develop and manage the product roadmap for your area of responsibility, continuously articulating your rationale for prioritization and driving tough tradeoffs to balance competing stakeholder interests
    • Constantly assess product-market fit, using customer insights and feedback, competitive analysis, and your own industry knowledge to adapt to changing conditions and refine your approach
    • Represent the customer. Be the voice of the customer. Build impactful, lasting customer relationships. Bring the customer's voice into the product creation process
    • Actively assesses and prioritize unplanned issues, working closely with teammates and with stakeholders across the organization to understand the business impact, complexity, and priority
    • Work within our iterative product development process and take ownership to ensure delivery deadlines are met
    • Develop, monitor progress, and improve on key performance indicators for your area of responsibility
    • Engage cross-functionally with marketing, sales, risk, engineering, data, and other stakeholders to ensure flawless go-to-market execution of your initiatives
    • Foster an environment that promotes innovation. Think beyond what the customers are asking for and design what the customer hasn't even considered.

    Qualifications

    What you Bring

    • 5 years or more of relevant and progressive experience in Product Management in financial services or in SaaS companies
    • Proven track record of launching new products and finding product-market fit
    • Strategic and business-minded with a strong passion for helping customers and providing solutions to their problems.
    • Excellent leading, influencing, and negotiation skills - strong ability to build consensus and get buy-in on product vision and direction, and orient teams to the actions required for success.
    • Excellent time management skills and highly organized with the ability to multitask, execute on short-term projects and manage ongoing long-term strategies.
    • Ability to successfully manage multiple projects simultaneously and handle a fast-paced work environment, new challenges, and changing priorities
    • Excellent interpersonal skills - you can build and scale stable relationships with a diverse array of stakeholders both internally, and externally with prospects and customers
    • The propensity to stay calm and reasonable under pressure, with sound judgment and decision-making abilities.
    • Team player with strong collaboration skills - you seek to understand, ask the right questions, communicate proactively and effectively on the goals and outcomes for an owned product, and involve the right people at the right time.
    • You have grit - you are conscientious, resilient, and dedicated to achieving excellence and driving results

    Additional Information

    Why you should join us?

    •  We believe in innovation and 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 at the office
    • We care about your rewards - Competitive compensation including equity programs
    • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
    • We care about your rest - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
    • We care about your family - Paid parental leave for eligible employees with top-up
    • We care about your future – Group RRSP matching and TFSA program in Purpose funds
    • We care about your development – subsidies are available for courses and tuition

    Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    +30d

    Front End Developer

    Purpose FinancialOttawa, ON, Canada, Remote
    agileRabbitMQDesignvuemobileuihtml5apigitrubypostgresqlmysqlcssangularpythonAWSjavascriptbackend

    Purpose Financial is hiring a Remote Front End Developer

    Company Description

    Who is Purpose Financial:

    Purpose Financial is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. We are developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Financial's businesses include Purpose Investments, Thinking Capital, and Purpose Advisor Solutions.

    Who is Thinking Capital:

    At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real time connections to a multitude of data sources and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

    Job Description

    You love creating beautiful, responsive user experiences that are simple yet functional. You enjoy collaborating with other UX/UI teammates to transform concepts into reality through the magic of code and your front-end know-how. 

    Everyone on the team is an integral contributor to our products, working with our customers and colleagues to design the best solutions.  Our open work culture allows you to contribute to all aspects of our technology: cutting edge front-end experiences, developing new APIs, backend business logic, integrating new 3rd party services, and data engineering in a continuously deployed 24/7 cloud platform.

    As a key member of our team you will collaborate with your colleagues and peers to design, develop and deploy a high quality user experience for our small business financing products and beyond.

    What You Will Do:

    • Work with the product, CX, engineering, and stakeholder teams to transform a user journey into code.

    • Have the opportunity to own and drive solutions to customer problems.

    • Write secure, scalable code for front-end user experiences.

    • Deliver using agile, test driven design methodology.

    • Learn and adapt technologies to real problems.

    • Have the opportunity to integrate the UI with the platform via APIs, backend integration, web, mobile and data pipelines.

    Qualifications

    What you Bring

    • 3+ years of front-end development using Angular 2+ (or modern frameworks, e.g. React, Vue, etc).

    • Experience in one or more front-end test frameworks, e.g. jest, jasmine, cypress, mocha, etc.

    • Excellent knowledge of HTML5, CSS3, javascript (ES6+), TypeScript.

    • Experience with CSS frameworks, e.g. Bootstrap.

    • Ruby on Rails or other web application frameworks.

    • Proven experience building cutting edge User experiences.

    • Proficiency with Linux/UNIX command-line.

    • Love to own problems and drive solutions.

    • Working autonomously and being highly resourceful

    • Bachelors, MSC or PHD in computer science or engineering

     Other Valued Skills

    • Git or other version control systems

    • Python

    • Regex

    • Relational databases such as PostgresQL, MySQL

    • Experience with event based systems, e.g RabbitMq, Kafka, etc

    • Building a RESTful API

    • Heroku, AWS

    • Security & Cryptography

    • Experience in payment and billing or other finance solutions

    Additional Information

    Why you should join us?

    •  We believe in innovation and 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 at the office
    • We care about your rewards - Competitive compensation including equity programs
    • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
    • We care about your rest - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
    • We care about your family - Paid parental leave for eligible employees with top-up
    • We care about your future – Group RRSP matching and TFSA program in Purpose funds
    • We care about your development – subsidies are available for courses and tuition

    Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

    In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

    For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

    See more jobs at Purpose Financial

    Apply for this job

    +30d

    Full-Stack Developer

    Purpose FinancialOttawa, ON, Canada, Remote
    agileRabbitMQDesignmobileapigitrubypostgresqlmysqlangularpythonAWSjavascriptbackendfrontendNode.js

    Purpose Financial is hiring a Remote Full-Stack Developer

    Company Description

    Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

    Who is Thinking Capital:

    At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real time connections to a multitude of data sources and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

    Job Description

    You have spent countless hours over the years learning the academics and practical skills to be a great developer.  Coding for you is a passion and shockingly people are willing to pay you to do it! You are lazy and never do anything more than once, it is always scripted or you build a robot, that’s how you roll.  At Thinking Capital, we encourage everyone to trust themselves and embrace who they are. 

    Everyone in the team is an integral contributor to our products, working with our customers to design the best solutions.  Our open work culture provides the opportunity for you to contribute to all aspects of our technology: data engineering, cutting edge front-end experiences, developing new APIs, integrating event queues for 3rd party SaaS services, all under a 24/7 cloud service deployed platform.

    As a key member of our team, you will collaborate with your colleagues to design, develop and deploy a high-quality cloud service for small business financing.

    What You Will Do:

    • Develop customer solutions through collaboration with our product, data science, and customer experience experts.
    • Have the opportunity to own and drive solutions to customer problems.
    • Write secure code for APIs, frontend, backend, web, mobile, partner integration 
    • Solve problems and integrate with partner development teams
    • Deliver using agile, test-driven design methodology
    • Learn and adapt technologies to real problems

    Qualifications

      The skills & experience you bring

      • Ruby on Rails or other web application frameworks.
      • Python
      • Angular, Node.js, JavaScript, and front-end development frameworks
      • Relational databases such as PostgreSQL, MySQL
      • Experience with event-based systems (e.g RabbitMq, Kafka, etc.)
      • Experience building cutting edge customer products
      • Proficiency with Linux/UNIX command-line
      • Love to own problems and drive solutions

      Other valued skills & experience

      • Git or other version control systems
      • Angular, Node.js, JavaScript and front-end development frameworks
      • Building a RESTful API
      • Heroku, AWS
      • Security & Cryptography
      • Experience in payment and billing or other finance solutions

      Additional Information

      Why you should join us?

      •  We believe in innovation and 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 at the office
      • We care about your rewards - Competitive compensation including equity programs
      • We care about your health – comprehensive group health and dental benefits and life insurance, including a Lifestyle Spending Account for all your wellness needs
      • We care about your rest -a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
      • We care about your family - Paid parental leave for eligible employees with top-up
      • We care about your future – Group RRSP matching and TFSA program in Purpose funds
      • We care about your development– subsidies are available for courses and tuition

      Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

      In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

      For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

      See more jobs at Purpose Financial

      Apply for this job

      +30d

      Senior BI Analyst

      Purpose FinancialToronto, Montreal, Ottawa, ON, QC, Canada, Remote
      tableausqljavapythonjavascript

      Purpose Financial is hiring a Remote Senior BI Analyst

      Company Description

      Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

      Who is Thinking Capital:

      At Thinking Capital, we’re changing the landscape of financial technology!  Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

      Job Description

      Senior Business Intelligence Analyst is responsible for both delivering business insights to the Thinking Capital business and working with engineering to maintain the data dictionary, ensure accuracy of data, and enable the availability of the underlying data infrastructure within Looker. Our analysts partner with various business units to address strategic and operational questions facing the business including customer behavior, performance measurement as well as product and marketing efficiency.

      In short, this role helps us turn data into knowledge.

      What you’ll do

      • Generate key strategic quantitative analyses of the Thinking Capital business to facilitate fact-based decision-making with a focus on return on investment.
      • Develop and maintain necessary dashboards, both automated and manual, across multiple data sets to provide insight and drive business decisions.
      • Apply your exceptional analytical and data manipulation skills to test hypotheses and deliver key business insights utilizing both Thinking Capital and external data sources.
      • Pioneering multiple projects at the same time. Offer analysis of existing and recommended projects, and selection of tools.
      • Taking project ownership and utilizing expertise in solving problems.
      • Analyze findings and offer action-driven recommendations and insights to executive leaders and managers based on results.
      • Provide guidance on data governance, data quality, and master data management best practices.
      • Mentoring BI Analysts in Business Intelligence and Risk practices.
      • Act as a liaison between Finance, Technology, and Risk Departments, to ensure clear communication and expectations are defined and met.

      Qualifications

      • Bachelor’s degree in Business, Mathematics, Statistics, Management, Technology, or other quantitative fields.
      • Minimum of five years related practical and relevant work experience.
      • A plus if you have experience with BI tools: Looker, Snowflake, DBT, Jupyter.
      • Experience in data manipulation and analysis as well as business intelligence, with significant experience in designing and developing reports, dashboards, and insights.
      • Experience in reports, dashboards, and OLAP cube development.
      • Skilled at analyzing data and identifying potential business-related insights.
      • Experience with BI platforms (Tableau, Looker, or any other).
      • Good knowledge of Structured Query Language (SQL).
      • Object-oriented programming experience is an asset; (Java, Python, JavaScript).
      • Advanced knowledge of MS Office.
      • Ability to manage end-to-end processes from requirements gathering, scoping analysis, mock generation, quality control to final delivery.
      • Outstanding skills in finding a resolution to complicated problems while performing independently in a multifaceted and fast-paced dynamic environment.
      • Unique skills in generating efficient, reliable working relationships with stakeholders and decision-makers.
      • Experience in the finance industry is a bonus.

      Additional Information

      Why you should join us?

       We believe in innovation and vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

      We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

      We care about your rewards - Competitive compensation including bonuses & equity programs

      We care about your health – comprehensive group health, 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 - A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days

      We care about your family - Paid parental leave for eligible employees with top-up

      We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

      We care about your development– We offer training opportunities and tuition support year-round. 

      Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

      In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

      For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

      See more jobs at Purpose Financial

      Apply for this job

      +30d

      Senior Full Stack Developer

      Purpose FinancialToronto, ON, Canada, Remote
      agileDesignmobilegraphqlgitpostgresqlmysqlpythonAWSjavascriptreactjsbackendfrontendPHP

      Purpose Financial is hiring a Remote Senior Full Stack Developer

      Company Description

      Purpose Financial 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 Financial's businesses include Purpose Investments, Purpose Advisor Solutions, and Thinking Capital.

      Who is Purpose Investments:

      Purpose Investments is an innovation-driven asset management company with over $12 billion under management, offering both managed and quantitative investment products. In 2021, we’ve launched an exciting new set of funds to the market that includes the World’s First Bitcoin ETF, the World’s First Ether ETF, a Globe Climate Fund, and an innovative Retirement Pension Fund called Longevity Pension Fund. This is just the beginning for us, with lots more opportunities to grow in the near future.

      We are looking for a talented Senior Full-Stack Developer who can bring their passion for building digital products to our team.

      Job Description

      You have spent countless hours over the years learning the academics and practical skills to be a great developer.  Coding for you is a passion and shockingly people are willing to pay you to do it! You are lazy and never do anything more than once, it is always scripted or you build a robot, that’s how you roll.  At Purpose, we encourage everyone to trust themselves and embrace who they are. 

      Everyone in the team is an integral contributor to our products, working with our customers to design the best solutions.  Our open work culture provides the opportunity for you to contribute to all aspects of our technology: data engineering, cutting edge front-end experiences, developing new APIs, integrating event queues for 3rd party SaaS services, all under a 24/7 cloud service deployed platform.

      As a key member of our team, you will collaborate with your colleagues to design, develop and deploy the technology platform for a wide breadth of innovative financial and investment products.

      What You Will Do:

      • Develop customer solutions through collaboration with our product, data science, and customer experience experts
      • Have the opportunity to own and drive solutions to customer problems
      • Write secure code for APIs, frontend, backend, web, mobile, partner integration 
      • Solve interesting problems and integrate with partner development teams
      • Deliver using agile, test-driven design methodology
      • Learn and adapt technologies to real problems

      Qualifications

      The skills & experience you bring

      • 8 or more years of experience in web application development
      • Experience with back-end languages such as PHP, Python, NodeJS, or others
      • Experience with modern web technologies such as JavaScript, ReactJS, or others
      • Relational databases such as PostgreSQL, MySQL, or others
      • Proficiency with Git version control
      • Excellent communication skills
      • Experience building cutting edge customer products
      • Ability to approach problems through a customer experience lens.
      • Love to own problems and drive solutions

      Other valued skills & experience

      • Experience building RESTful or GraphQL APIs
      • Cloud platforms such as AWS, Vercel, Heroku, or others
      • Proficiency with Linux/UNIX command-line
      • Security & Cryptography
      • Experience developing for cryptocurrencies or decentralized finance

      Don’t have all of those? 

      That’s okay. We’re looking for people who can approach challenges with a deep curiosity and hunger to learn. We ourselves are a group of multi-talented developers coming from different industries with various programming language backgrounds. We know learning a new programming language is trivial when you’ve worked with a handful and we’re happy to help the right person pick up the languages and technology we use when you get here.

      Additional Information

      Why you should join us?

       We believe in innovation and vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism

      We believe in flexibility– A flexible hybrid work model that empowers you to do your best work whether at home or at the office

      We care about your rewards - Competitive compensation including bonuses & equity programs

      We care about your health – comprehensive group health, 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 - A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days

      We care about your family - Paid parental leave for eligible employees with top-up

      We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds

      We care about your development– We offer training opportunities and tuition support year-round. 

      Purpose Financial 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 Talent team. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

      In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future work philosophy will be a hybrid model allowing for flexibility and collaboration.

      For safety reasons, Purpose Financial has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

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      Purpose Financial is hiring a Remote Vice President, Platform Strategy

      Company Description

      Purpose Financial is reinventing financial services for those who are excited about tomorrow.  By focusing on the customer journey, Purpose is leading innovation within some of the most exciting areas of financial services including asset management, wealth management, retirement, and small business financing solutions.

      -          Asset Management: Purpose Investments is modernizing asset management, focusing on outcome and liability driven investing to help customers meet long-term goals. Today, Purpose Investments manages over $11 billion in assets with a primary focus on risk management and customer outcomes rather than benchmarks and attractive fees.

      -          Wealth Management: Purpose Advisor Solutions provides a wealth-as-a-service technology platform to support independent wealth advisors and portfolio managers, allowing them to manage their businesses independently. Since launching in 2018, the business has grown to over $2 billion in assets on its innovative platform, with a strong pipeline of new customers driven by a growing demand from wealth advisors looking to take ownership of their business and client experience.

      -          Small Business Financial Platform: Thinking Capital is building the financial operating system for small businesses (“SMEs”), providing them with financial insights and access to credit to support their operating and growth needs. Since its founding, Thinking Capital has provided over $1 billion in loans to over 16,000 small businesses across Canada. Through its leading-edge technology platform, Thinking Capital partners with major banks, technology providers and other leading companies to help SMEs better manage their cash flows.

      Led by entrepreneur Som Seif, Purpose has experienced rapid growth since it was established, and we are looking for someone to join a dynamic and entrepreneurial team to help drive continued success across the business.

      Job Description

      Your role

      We are hiring a Vice President, Platform Strategy to join Purpose Financial’s team. You will work directly with Purpose Financial’s executives and business unit managers to drive Purpose Financial’s continued growth and collaboration across product teams and business units to expand our relationship with customers on our platform. This is an exciting opportunity with one of Canada’s leading growth-focused financial services companies. The position will entail meaningful responsibility and autonomy, and the chosen candidate will play a critical role in driving strategic initiatives across the organization.

      Your key responsibilities will include:

      • Working with the CEO of Purpose and the heads of our business units to define and develop growth strategies and identify key projects to expand platform-wide engagement with our customer base
      • Develop medium and long term business objectives in alignment with broader strategic goals and financial goals.
      • Working with senior managers and business leaders to drive collaboration across the team and employees of the different business units of Purpose to drive successful execution of new business initiatives
      • Identifying key product opportunities in the market and developing strategies to address them, including industry research and competitive analysis, financial modelling, and preparation of presentations and memoranda
      • Working with product and sales teams to develop a complete picture of the customers in each of our “gateway” products and translate these insights into a fulsome customer journey
      • Developing key strategies to expand ARPU (Average Revenue per Customer) and LTV (Life time value) of customers throughout our platform

      Qualifications

      The ideal candidate will have minimum of 7 to 10 years experience in a management and strategy consulting, internal strategy or operational role with a strong focus on strategic execution. The following criteria will be considered in evaluating candidates:

      • Strong strategic thinking and problem-solving skills
      •  Comfortable working in an ambiguous and ever changing environment
      • Experience translating strategy into successful operational execution
      • Demonstrated interpersonal skills and ability to influence others
      • Demonstrated ability to manage multiple tasks and projects, balance competing priorities, and thrive in a high-performance environment
      • Exceptional written and oral communication skills
      • Experience managing and leading cross-functional projects
      • Strong research and industry analytical skills
      • Passion for improving the financial services experience for Canadians
      • Curious, inclusive team-player
      • Engineering degree or MBA is an asset

      Additional Information

      We also seek and welcome people who can enrich our team through different backgrounds and perspectives. We embrace diversity of all kinds and support an intellectually-rich, inclusive, curious and open culture.

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        +30d

        Product Owner

        Purpose FinancialOttawa, ON, Canada, Remote

        Purpose Financial is hiring a Remote Product Owner

        Company Description

        At Thinking Capital, we’re changing the landscape of financial technology! We are looking for a talented Product Owner who can bring their passion for building digital products to our team.

        Thinking Capital belongs to the Purpose Financial family of businesses.  

        Simply put, Thinking Capital's mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real time connections to a multitude of data sources and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.

        Job Description

        Your role:

        Reporting to the VP of Product, the Product Owner(PO) represents the “voice of the customer” and functions at the intersection of product and technology to promote shared understanding between all impacted parties. The PO focuses on maximizing the value of the product and the work of the Scrum team. Being the subject matter expert of his/her product, the PO makes sound tactical decisions to ensure the backlog is prioritized to deliver the best value with minimal resources. 

        The ideal candidate is an excellent communicator who does not just care about the message being communicated, but also about what is understood by the audience. Being an expert storyteller, the ideal PO aligns understanding across all parties that are impacted by up-coming changes to their product. They do not simply embrace change but leverage change to strengthen implementation strategy to deliver more effectively in a fast-paced environment. When it comes to backlog prioritization, the PO excels at managing expectations of various stakeholders with conflicting priorities. A demonstrated history of bringing product to successful iterative releases is a must. 

        Key tasks of a PO:

        1. Participate actively in initiative envisioning with product team

        2. Ensure stories reflect the real pain point and business need of stakeholders

        3. Prioritize product backlog based on balanced input from various stakeholders

        4. Negotiate/adjust backlog prioritization decision based on technical complexity, size and dependencies

        5. Write and tell stories to ensure they are understood by Engineering team

        6. Collaborate with  Engineering team to slice business needs into Epic/stories that are conducive to development

        7. Invest time with  Engineering team to ensure success delivery of milestone and roadmap

        8. Ensure stories that are done meet acceptance criteria

        9. Coordinate UAT with the collaboration of Engineering team and stakeholders

        10. Promote continuous learning via retrospectives to increase rate of value delivery

        Qualifications

          We want to hear from you if you have the following skillset:

          • 5 or more years of experience as a Product Owner

          • Solid understanding of Agile Framework an asset

          • Proven ability of getting the right story and getting the story right

          • Expert storyteller who is familiar with story mapping an asset

          • Strong organizational skills with a proven ability to prioritize activities effectively

          • Demonstrated interpersonal skills with the ability to guide and direct team members towards successful completion of initiatives

          • Critical thinker that brings solutions to the table and not just the problems

          • Team player who is highly driven

          • Detail-oriented and cares about precisions

          • Technically savvy with strong business acumen

          • Excellent written and oral communication skills

          • Bilingual (spoken and written) in French and English an asset

          Additional Information

          Why you should join us:

          Outstanding people:
          Surround yourself with a high-performing, energetic and passionate group of people dedicated to the Thinking Capital Mission.

          FinTech Revolution:
          Be part of a team that is revolutionizing the financial system and redefining how Canadian small businesses access capital.

          Fast-Paced Environment:
          Take on complex projects in an innovative, start-up-like environment.

          Amazing Culture:
          Benefit from an amazing working environment offering you the flexibility to do your best work

          Diversity of thought:
          Join a team that values diversity and collaboration.

          Thinking Capital is a leader in the Canadian FinTech industry and Canada’s largest non-bank lender to small businesses. Since its inception in 2006, the company has enabled over 16,000 businesses to quickly, conveniently and securely access capital to grow.

          The company has offices in Montreal, Toronto and Ottawa.

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