Senior Wealth Advisor (Steadyhand)

Purpose Unlimitedis 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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose Driven and is SteadyhandSteadyhand InvestmentFunds is to help Canadians build their wealth through a better more human Status: This is for a current : $130000 - $150000Job DescriptionWho you areYou are an advisor who has always believed that the best financial guidance is deeply human. You read a room not just a portfolio. You understand that a clients behaviour in a volatile market tells you more than their risk questionnaire ever will. You are not threatened by AI you direct it. You know that the analytical work is the table stakes; the irreplaceable thing you bring is the judgment and relationship depth that no tool can this role existsThe financial advice relationship is being remade. What remains - after Al absorbs the analytical and operational work - is exactly what matters most: human judgment behavioural insight and trust that compounds over is the role for the advisor who has been waiting for that shift. Working as part of a close-knit advisory team you will build and lead a portfolio of Steadyhand client relationships - delivering high-quality personalised advice across phone email video and in-person meetings - that grow precisely because you focus on what no model can replicate: the judgment call the behavioural conversation the relationship that deepens through every market role sits at the heart of Client-Focused - every decision anchored in what clients actually need - and demands the Owners Mindset that turns a book of relationships into a long-term : What you will do/ What you will ownClient OutcomesDrive retention above 95% across your client book by delivering proactive outcomes-focused advice that meets clients at the moments that matter market dislocations life transitions inheritance events retirement inflection points. Your measure of success is not activity; it is the quality of the decisions your clients make because of GuidanceBe the steady voice clients return to when emotion pulls harder than logic. Your primary value is not the analysis it is your ability to understand what a client actually needs to hear when they need to hear it and how to say it in a way that leads to better decisions. Applied behavioural finance is not a concept you reference; it is the framework through which you conduct every meaningful client IntegrationReview govern and contextualise AI-generated plans models and communications. You set the standard for what good advice looks like AI accelerates the preparation and surfaces the signal; you own the judgment call the client conversation and the outcome. Know when the output is right when it needs to be challenged and how to translate AI-assisted recommendations into the human conversation that builds trust rather than creates GrowthBuild Steadyhands presence through a disciplined referral programme cultivated Centres of Influence and prospect conversations that convert because they are genuinely different. Your reputation is built on depth of relationship not volume of DevelopmentDevelop the next generation of Steadyhand advisors by modelling what great advisory practice actually looks like the client instincts the behavioural rigour the judgment that only comes from experience. Your Associate Investor Specialists should be measurably better advisors within 12 months of working alongside you and should be able to tell you exactly what they : What you will bringQAFP or CFP designation (working towards accepted)Seven or more years of direct client-facing experience in financial advisory or wealth managementA proven track record of building and retaining deep client relationshipsWorking fluency with AI tools in a professional context with the judgment to know when to trust the output and when to challenge itWhat will set you apartCFA CIM STEP/TEP CDFA or other advanced credential relevant to your client specialisationDeep applied knowledge of behavioural finance not as a concept but as a coaching framework you actively use with clientsExperience building a referral network and COI relationships from a standing startA public-facing presence: writing speaking webinars or other platforms demonstrating how you communicate about moneyExperience mentoring junior advisors with visible measurable resultsA role like this where the human relationship is the strategy not a supplement to it does not come to market often. Steadyhand is making a deliberate bet on the advisor who leads with judgment and earns trust over decades. If that is how you have always believed advice should work this is your advisors come from different paths some from the institutional world some from independent practice some who built client books from nothing. What they share is a belief that the best financial advice is deeply human. If you are strong on the core and still building in some areas we want to hear from us about a client conversation where the data pointed one direction and you helped the client make a different better decision. What did you see that the numbers didntIf this sounds like the role you have been building toward we would like to hear from should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture-work for an innovative people-first financial services firm that values believe in a flexible work structureA flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards-Competitive compensation including equity care about your healthcomprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life -a flexible paid time-off policy covering vacation sick and mental health care about your family-Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your developmentWe offer training opportunities and tuition support year-roundSteadyhandis 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 and Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and are accepting candidates from Ontario Manitoba Saskatchewan Alberta and British must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.

Required Experience:

Senior IC