Senior Wealth Advisor (Steadyhand)

Purpose Unlimited; Toronto; On-site; CAD 130,000 - 150,000; Full time

Benefits offered by this job

Equity program

Flexible hybrid work model

Health and dental benefits

Job summary

Steadyhand Investment Funds Inc. is seeking an experienced advisor to deepen trusted client relationships and deliver human‑centered financial guidance in a rapidly changing landscape.

You’ll lead a portfolio of Steadyhand clients, delivering personalised advice across phone, email, video, and in‑person meetings. The role emphasises judgment and behavioural insights, with AI tools used to support preparation and planning.

Qualifications

• 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

Responsibilities

• Drive retention above 95% across your client book with proactive, outcomes‑focused advice.
• Be the steady voice clients return to when emotion pulls harder than logic.
• Review, govern, and contextualise AI‑generated plans and communications; translate AI‑assisted recommendations into human conversations.
• Build Steadyhand's presence through a disciplined referral programme and COI relationships.
• Develop the next generation of Steadyhand advisors by modelling great advisory practice.

Skills

Client-facing experience

AI fluency

Judgment and relationship building

Education

QAFP or CFP designation

Seven+ years wealth management experience

Tools

AI tools

Job description

Posted Thursday, August 13, 2026 at 4:00 AM

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

Vacancy Status

This is for a current opening.

Compensation

$130,000 - $150,000

Job Description

Who you are

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.

Why this role exists

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.

Responsibilities: What you will do/ What you will own

Client Outcomes

Drive 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 you.

Behavioural Guidance

Be 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 conversation.

AI Integration

Review, 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 distance.

Business Growth

Build Steadyhand's 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 activity.

Talent Development

Develop 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 learned.

Qualifications: What you will bring

• 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

What will set you apart

• CFA, CIM, STEP/TEP, CDFA, or other advanced credential relevant to your client specialisation
• 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

A 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 firm.

Our 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 you.

Tell 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 didn't?

If this sounds like the role you have been building toward, we would like to hear from you.

• We believe in innovation and a vibrant culture - work for an innovative, people‑first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health - comprehensive 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 needs.
• We care about your quality of life - a flexible paid time‑off policy covering vacation, sick, and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top‑up.
• We care about your future - Generous Group RRSP matching and an optional TFSA program.
• We care about your development - We offer training opportunities and tuition support year‑round

Steadyhand is 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 [e-mail]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

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

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

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We 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.