Inside Sales Representative

  • Toronto, ON, Canada
  • Full-time

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 Purpose Investments:

Purpose Investments is a client-first, independent asset management firm with ~$7B in AUM.

We were founded in 2013 on a simple principle:  Given access to a better set of investment products, Canadians will be more successful.  

Purpose offers a suite of novel funds designed to elegantly provide all investors with strategies and access that were previously only available to the most sophisticated of investors. We deliver our funds in a simple, intuitive and affordable manner.

In essence, we create the investment products we would want for ourselves.

Job Description

Job Description

We are looking for a customer-focused Inside Sales Representative who is looking to work in a fast-paced and team-focused environment. If you are an individual that is passionate about building relationships and excited about an opportunity to work within a growth oriented and entrepreneurial environment, we would like to speak to you!

Reporting to the VP & Head of Retail Sales, the Inside Sales Representative will be a pivotal member of the sales team working in partnership with our Wholesalers. You will be responsible for discovering new business opportunities in your given territory, educate new/existing clients on Purpose products and provide ongoing support to clients with regards to market and fund trends.

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


  • Create and implement a business plan in collaboration with the Vice-President, for your assigned geographic territory
  • Partner with clients and the team to discover and explore new business opportunities via proactive sales calls with new & existing investment advisors
  • Provide valuable advice and information about Purpose products & services in order to support advisors in a continuously changing business environment
  • Provide ongoing support to both dealers and brokers with respect to fund & market trends as well as review portfolio profiles
  • Update daily call activities and maintain accurate advisor records within the CRM (Salesforce) in a timely manner
  • Maintain a full understanding of Purpose Funds, market trends and investor/advisor trends


  • 3+ years of experience in the financial services industry in a sales capacity
  • Working knowledge of the mutual fund industry
  • Financial services designations (i.e CSC, CIM, CFA)
  • Excellent communication skills both verbal and written
  • Strong time management and organizational skills
  • Must be an adaptable team player who thrives in a fast-paced work environment
  • Technologically savvy individual
  • Experience with using a CRM system is a must (SalesForce is a major asset)

Additional Information

Purpose Financial LP 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.