Business Development Intern – Purpose Investments
Who is Purpose Investments?
Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering a wide range of managed and quantitative investment products. We’re passionate about challenging the status quo in financial services — delivering solutions that are simple, intuitive, and accessible for all investors.
As part of Purpose Unlimited, a diversified financial services platform led by entrepreneur Som Seif, we’re committed to customer-centric innovation across investing, wealth management, and technology.
What you will do:
As a Business Development Intern, you will play a key supporting role in helping our sales and business development teams expand relationships with financial advisors and institutional clients. Working alongside Business Development Managers (BDMs) and Wholesalers, you will gain hands-on experience in asset management distribution, sales strategy, and client engagement.
Your responsibilities will include:
· Supporting BDMs and Wholesalers with day-to-day administrative and operational tasks.
· Assisting in the preparation of sales materials, presentations, and advisor meeting summaries.
· Conducting advisor and market research to identify new business opportunities.
· Updating and maintaining CRM records (Salesforce) to ensure data accuracy and completeness.
· Assisting in the coordination and execution of events, webinars, and roadshows.
· Analyzing sales data and campaign results to generate performance reports and insights.
· Collaborating with Marketing, Product, and Portfolio Management teams on strategic projects.
· Participating in team meetings, product training, and internal strategy sessions to build industry knowledge.
What you will bring:
· Currently pursuing an undergraduate degree in Business, Finance, Economics, or a related field.
· A strong interest in financial markets and investment management.
· Excellent communication and interpersonal skills with a team-first attitude.
· Strong organizational skills and the ability to manage multiple projects in a fast-paced environment.
· Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with Salesforce is an asset.
· Curious, proactive, and eager to learn from experienced professionals.
What’s in it for you:
· Hands-on experience in sales, client relationship management, and business development within asset management.
· Exposure to industry-leading portfolio managers and Purpose’s innovative product suite.
· Mentorship and learning opportunities from a highly collaborative team.
· The opportunity to be considered for a full-time position at Purpose Investments upon completion of your undergraduate degree.
Why you should join us:
· We believe in innovation and culture – work for an entrepreneurial, people-first firm recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.
· We offer flexibility – our hybrid work model empowers you to do your best work from home or the office.
· We invest in your growth – ongoing training, mentorship, and professional development support.
· We value community and purpose – we’re passionate about driving positive change for investors and our industry.
Additional Information
Purpose Investments is an equal-opportunity employer dedicated to fostering an inclusive, barrier-free environment for all employees and candidates. Accommodations are available throughout the recruitment process upon request. We thank all applicants for their interest; however, only those selected for interviews will be contacted.
