Associate Investor Specialist (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 : $105000 - $115000Job DescriptionWho you areSteadyhands reputation is built on something simple: when a client needs guidance a knowledgeable person answers the phone. As AI absorbs more of the analytical and operational work what remains and what matters most is the human side of advice: judgment clarity and trust in the moment its needed. The Associate Investor Specialist role exists to make sure that standard is delivered every as part of a close-knit advisory team you are often the first point of contact for clients helping them navigate decisions answering questions clearly and making sure nothing falls through the cracks. You handle the conversations that keep clients feeling informed and supported while building the experience and judgment that deeper advisory work is a role for someone who wants to get closer to the real work of advice not by managing processes but by being in the conversation. You are learning contributing and steadily taking on more responsibility in client : What you will do/ What you will ownInbound CoverageBe the first voice Steadyhand clients hear when they call. Maintain a 95% response rate and provide real-time guidance without a script navigating market anxiety life decisions and portfolio questions with the kind of confident calm that makes clients feel looked after. Coverage is not a support function; it is the front line of Steadyhands client GuidanceBe the steady voice clients return to when emotion pulls harder than logic. Guide clients in the moment through market anxiety big life decisions and the gap between what the numbers say and what they should actually do with a genuine understanding of their goals not just their -Integrated PracticeUse direct and quality-review AI-generated tools and outputs as part of everyday practice. Financial planning software the wealth portal and AI-assisted features should be active in at least 20% of your client interactions not as a compliance requirement but as a genuine upgrade to the advice you give. Know when the output is right when it needs to be challenged and how to explain AIs role to clients in terms that build trust rather than SupportWork closely with Senior Wealth Advisors to make sure client tasks get done well and nothing slips through. Youre part of a three-person delegation team with a defined share of the workload and a team that runs on trust the kind that only builds when people can count on each others work without having to check it twice. That reliability is part of Steadyhands service promise GrowthGrowth at Steadyhand starts with great client conversations and youll be having a lot of them. Stay curious notice whats working and what isnt and bring ideas back to the team. If something could be better for clients say so. Turn a routine inbound call into a meeting booking or a referral conversation. The people closest to the day-to-day often see things others miss and at Steadyhand that perspective is genuinely : What you will bringA demonstrated track record of confident high-quality client communication phone presence matters more than industry backgroundIFC or CSC at minimum; existing licensing in relevant jurisdictions strongly preferred so youre ready for client conversations from day precision in task execution you self-check catch your own errors and do not create rework for the people depending on your outputThe resilience to operate in a stretched team environment you require minimal management manage your own energy and stay composed under sustained pressureWhat will set you apartExperience with financial planning tools or wealth portal software (Salesforce-based CRM Conquest NaviPlan or equivalent)Familiarity with AI-assisted client tools in a professional context early-stage fluency is valuedQAFP in progress or clear intention to pursue the credential pathway matters for long-term developmentExperience identifying referral opportunities through advisory conversationsTalking to people energizes you. You bring genuine curiosity and passion to every client conversation and it 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:

IC