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: $105,000 - $115,000

Job Description

Who you are

Steadyhand's 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 it's needed. The Associate Investor Specialist role exists to make sure that standard is delivered every day. Working 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 demands. This 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 relationships.

Responsibilities: What you will do/ What you will own

Inbound Coverage

Be 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 Steadyhand's client promise.

Behavioural Guidance Be 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 portfolio.

AI-Integrated Practice Use, 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 AI's role to clients in terms that build trust rather than distance.

Delegation Support Work closely with Senior Wealth Advisors to make sure client tasks get done well and nothing slips through. You're 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 other's work without having to check it twice. That reliability is part of Steadyhand's service promise too.

Business Growth Growth at Steadyhand starts with great client conversations — and you'll be having a lot of them. Stay curious, notice what's working and what isn't, 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 valued.

Qualifications: What you will bring

A demonstrated track record of confident, high-quality client communication — phone presence matters more than industry background IFC or CSC at minimum; existing licensing in relevant jurisdictions strongly preferred — so you're ready for client conversations from day one. Demonstrated precision in task execution — you self-check, catch your own errors, and do not create rework for the people depending on your output The resilience to operate in a stretched team environment — you require minimal management, manage your own energy, and stay composed under sustained pressure

What will set you apart

Experience 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 valued QAFP in progress or clear intention to pursue — the credential pathway matters for long-term development Experience identifying referral opportunities through advisory conversations Talking to people energizes you. You bring genuine curiosity and passion to every client conversation — and it shows.

Why should you join us?

We are one of Canada's 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 - 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 PeopleCultureTeam@purpose-unlimited.com. 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.