Elevating women in the finance sector
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Purpose Unlimited 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 Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, Driven and Steadyhand.

Who is Steadyhand?

Steadyhand is a low-fee, client-focused investment firm created to offer Canadians a simpler, more transparent alternative to banks and traditional brokerage firms. Their sole business is managing money and providing investment advice for Canadians

 

Experience:

Senior-level

Education Required:

•    Bachelor’s degree in Finance, Economics, Business Administration, or a related field; advanced degrees (e.g., MBA) are an asset.
•    Must have or be working towards a QAFP or CFP designation. Additional credentials (e.g., CFA, CIM) are considered an asset.

Salary Range:

$100, 000+

Position description

As an Investor Specialist, you will serve as a trusted communicator and relationship manager, helping Steadyhand clients make confident financial decisions through clear communication, behavioural guidance, and investment advice. You will build strong client relationships, deliver thoughtful and balanced advice across financial, behavioural, and investment dimensions, and contribute to business growth while mentoring junior colleagues and embracing technology and process improvements. If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you!

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

We are accepting candidates from Ontario, Manitoba, Saskatchewan, Alberta, and British Columbia.

Role Requirements:

  • Deliver high-quality, personalized advice to clients via phone, email, video, and in-person meetings, with an emphasis on behavioural guidance, planning, and goal achievement.
  • Demonstrate a passion for client service, proactively anticipating client needs and going the extra mile to support their financial wellbeing.
  • Nurture and maintain client relationships by proactively answering questions, conducting regular portfolio and financial plan reviews, and implementing strategies that align with clients’ life moments and goals.
  • Actively drives business growth through prospect acquisition, client referrals, and cultivating Centres of Influence (COI) relationships. Participate in strategic initiatives to expand Steadyhand’s reach.
  • Support team members with account documentation, inbound phone coverage, and other operational tasks to ensure service excellence.
  • Organize and participate in client events (seminars, webinars, educational sessions), and represent Steadyhand at industry events and online content (e.g., webinars, YouTube, blogs).
  • Provide leadership by mentoring Associate Investor Specialists and supporting the development of next-generation talent within the firm.
  • Embrace technology and process improvements, leveraging AI-enabled tools and the wealth portal to enhance client experience and operational efficiency.
  • Remain registered with the applicable regulatory body and comply with all company policies, procedures, and industry regulations.
Required skills / Experience

•    Bachelor’s degree in Finance, Economics, Business Administration, or a related field; advanced degrees (e.g., MBA) are an asset.
•    Must have or be working towards a QAFP or CFP designation. Additional credentials (e.g., CFA, CIM) are considered an asset.
•    10+ years of experience in financial advisory, investment planning, or wealth management.
•    Proven track record of building and maintaining client relationships and delivering personalized financial and investment advice.
•    Excellent interpersonal and communication skills, with the ability to present complex financial concepts clearly.
•    Experience in client presentations, webinars, and public speaking is an asset.

Investor Specialist
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How to Apply

Please apply online at the link below.

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