Transform client wealth-building experiences at Steadyhand as a Senior Wealth Advisor. This unique role focuses on human-centric advisory within a flexible hybrid model.

Join Steadyhand to cultivate and manage deep client relationships while providing tailored financial guidance. Your focus on behavioral insights and client-centric strategies will drive client retention and satisfaction. Leading conversations through various channels, you will shape decisions that impact clients' financial futures.

Key Responsibilities:
• Maintain client retention over 95% through personalized advice
• Guide clients using applied behavioral finance insights
• Oversee AI-based financial plans and adjust as needed
• Develop referral partnerships through genuine connections
• Coach and develop aspiring advisors effectively

Requirements:
• QAFP or CFP designation (progress accepted)
• Seven or more years in financial advisory
• Proven success in nurturing client relationships
• Proficient with skilled AI tools and insights

Bring your human judgment and wealth-building expertise to drive results that matter at Steadyhand.
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📌 Senior Wealth Advisor - Steadyhand Investment (Ontario)
🏢 Purpose Unlimited
📍 Ontario