Product Manager, Advisor Centre

at

Purpose Financial

Toronto, Canada
Full Time
3y ago

Company Description

What we're all about:
We're a fast growing start-up based in Toronto and Montreal looking to disrupt the financial advice space. We believe in providing a platform for financial advisors to leave the big firms and fulfill their dream of being entrepreneurs while providing unbiased advice to Canadians. We are backed by Omers and Allianz X. The product team is looking for a Product Manager to lead our advisor centre product. Advisor centre is designed to help advisors run a more efficient business and create rich conversations with their clients by providing actionable insights.

Who you are:
You are passionate and you value being customer-focused. You use insights to drive outcomes and are a compassionate person. You're committed to shipping, learning, and growing as a team. If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

Job Description

  • Shape our advisor portal product strategy and understand our customers' problems, define the correct priorities to tackle, and create a clear plan.
  • Plan your team's roadmap and orient them around the problem they're solving so they're able to explain it themselves.
  • Identify the biggest assumptions and risks, build clear learning hypotheses, and share and act on the learning.
  • Encourage others to work towards a clear, compelling vision by building confidence through being opinionated and persuasive.
  • Collaborate and build strong relationships based on the needs of the business, internal and external developers, and customers

Qualifications

  • 3+ years of proven professional experience as a Product Manager
  • DTC or B2B experience welcome
  • Excellent written and oral communication skills. You can absorb technical concepts and communicate them to non-technical audiences.
  • Built software at a product company or startup
  • Outstanding analytical skills with a problem-solving mindset
  • Meaningful experience in an iterative environment

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

 

 

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Onkar By: Onkar