Purpose Investments Hiring for Longevity Product Specialist (Customer Service) at Toronto, ON Full Time

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. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.

We are looking for a Product Specialist to join the Longevity team and play a key role as the outward facing representative for this innovative new retirement product. This role reports initially into the President, Longevity Retirement Platform.

Job Description

You will provide helpful answers to advisors and direct investor inquiries regarding the Longevity Pension Fund (https://www.retirewithlongevity.com/), by phone and email.

You will refer potential clients to our Retirement Income Planner (CFP®) for a consultation, or to their current financial advisor or self-directed brokerage.

You will work directly with our internal team on building and adapting website FAQ’s to provide a better experience for clients, and helping evolve and enhance the product and our go to market strategy.

Qualifications

You have very strong written and verbal communication skills.

You genuinely enjoy speaking with people about financial products.

You have a desire to use your analytical and critical thinking skills to help investors and their advisors understand the nuances of this highly innovative and novel fund.

You appreciate the challenges retirement brings and can empathize with people working to sort out their finances during this phase of life.

You have previous experience in customer service, preferably in the financial services industry and ideally in wealth management (but not required)

You love helping build new businesses and thrive in a dynamic, product-launch environment.

Additional Information

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.