Elevate your career with Steadyhand as a Client-Focused Associate Investor Specialist in Ontario. This role emphasizes high-quality client communication and personalized investment guidance.

As part of a dedicated advisory team at Steadyhand, you serve as the first point of contact for clients, ensuring they receive clear, timely support and guidance. With your strong communication skills, you’ll navigate client concerns and complex financial situations, building lasting relationships and enhancing your advisory capabilities through meaningful conversations.

Key Responsibilities:
• Maintain a 95%+ response rate for client calls
• Provide real-time guidance on market and portfolio questions
• Work alongside Senior Wealth Advisors to manage tasks




• Utilize AI tools in client interactions for enhanced advice
• Identify growth opportunities in everyday client conversations

Requirements:
• Proven experience in client communication
• IFC or CSC certification required
• Strong attention to detail in task execution
• Resilience in a rapid-paced team environment
• Passion for engaging with clients and building trust

Leverage your communication skills and financial expertise to support clients' investment journeys with Steadyhand.
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📌 Client-Focused Associate Investor Specialist (Ontario)
🏢 Purpose Unlimited
📍 Ontario