Join Steadyhand as a Wealth Advisor and focus on building lasting client relationships in a flexible work workplace. Engage in behavioral finance to guide meaningful client conversations.

In this role, you will lead a portfolio of clients, delivering tailored advice and insights that drive retention and trust. Steadyhand values the human aspect of advisory work, allowing you to utilize both your judgment and AI tools. Facilitate deep discussions that lead to impactful decisions for your clients' financial journeys.

Key Responsibilities:
• Drive client retention rates above 95% with proactive support
• Apply behavioral finance principles in client interactions
• Leverage AI insights for informed advisory processes
• Expand Steadyhand’s network through authentic referrals
• Develop junior advisors into competent financial professionals

Requirements:
• Hold a QAFP or CFP designation (in progress accepted)
• At least seven years of direct advisory experience
• Proven ability in relationship management and retention
• Experience with AI tools in financial advising

Elevate client experiences through personalized insights and trust at Steadyhand.
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📌 Wealth Advisor Role at Steadyhand (Ontario)
🏢 Purpose Unlimited
📍 Ontario