Investor Specialist

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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose Driven and is SteadyhandSteadyhand InvestmentFunds Inc.s mission is to help Canadians build their wealth through a better more human Status : This is for a current : $130000 - $150000Who you are : 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 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!What you will do : 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 Steadyhands 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 you will bring : Bachelors 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. Demonstrated ability to generate new business through referrals networking and relationship management. Experience mentoring junior team members and contributing to cross-functional initiatives. Commitment to fostering diversity and InformationWhy should you join us We are one of Canadas Top Small & Medium Employers 2023 & 2024. 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 - flexible paid time-off policy with unlimited vacation days and flexible 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 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 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

Key Skills

Bidding,Intelligence,Aluminium,Horticulture,External Audit,Audio Visual

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 130000 - 150000