Elevate your advisory career with Steadyhand as a Wealth Advisor. This hybrid chance emphasizes personalized client relationships and behavioral finance insight.

At Steadyhand, you will lead a portfolio of client relationships, ensuring retention and delivering high-level financial advice. With a focus on human judgment, you will provide support through various communication channels including calls, emails, and in-person meetings. As part of a dedicated advisory team, your expertise in behavioral finance will help clients navigate market challenges.

Key Responsibilities:
• Drive client retention above 95% with proactive advice
• Offer behavioral guidance during volatile market conditions
• Integrate AI tools into client communications effectively
• Cultivate referral networks through meaningful relationships
• Mentor junior advisors for improved performance

Requirements:
• QAFP or CFP designation (in progress accepted)
• Minimum seven years of client-facing advisory experience
• Proven track record in deep client relationship management
• Fluency with AI tools and their application in advisory

Connect with clients through strategic insight and trust at Steadyhand.
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📌 Client-Focused Wealth Advisor at Steadyhand (Ontario)
🏢 Purpose Unlimited
📍 Ontario