Elevate your advisory career with Steadyhand as a Wealth Advisor. This hybrid prospect 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 (Toronto)
🏢 Purpose Unlimited
📍 Toronto