Who is Steadyhand?

Steadyhand Investment Funds Inc.’s mission is to help Canadians build their wealth through a better, more human experience.

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.

 

 

Experience:

Senior-level

Education Required:
  • CFA, CIM, STEP/TEP, CDFA, or other advanced credential relevant to your client specialisation
Salary Range:

$100, 000+

Position description

You 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 client’s 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 substitute.

The 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 years.

This 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 cycle.

This role sits at the heart of Client-Focused – every decision anchored in what clients actually need – and demands the Owner’s Mindset that turns a book of relationships into a long-term practice.

Required skills / Experience
  • QAFP or CFP designation (working towards accepted)
  • Seven or more years of direct client-facing experience in financial advisory or wealth management
  • A proven track record of building and retaining deep client relationships
  • Working fluency with AI tools in a professional context, with the judgment to know when to trust the output and when to challenge it
  • Deep applied knowledge of behavioural finance — not as a concept but as a coaching framework you actively use with clients
  • Experience building a referral network and COI relationships from a standing start
  • A public-facing presence: writing, speaking, webinars, or other platforms demonstrating how you communicate about money
  • Experience mentoring junior advisors with visible, measurable results
Senior Wealth Advisor
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How to Apply

Please apply online at the link below.