Senior Wealth Advisor

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

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