Associate Investor Specialist

Purpose Unlimited

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, Driven and Steadyhand.

Steadyhand Investment
Funds Inc.'s mission is to help Canadians build their wealth through a better, more human experience.

Vacancy Status:
This is for a current opening.

Compensation: $105,000 - $115,000

Steadyhand's reputation is built on something simple: when a client needs guidance, a knowledgeable person answers the phone. As AI absorbs more of the analytical and operational work, what remains — and what matters most — is the human side of advice: judgment, clarity, and trust in the moment it's needed. The Associate Investor Specialist role exists to make sure that standard is delivered every day.

Working as part of a close-knit advisory team, you are often the first point of contact for clients — helping them navigate decisions, answering questions clearly, and making sure nothing falls through the cracks. You handle the conversations that keep clients feeling informed and supported, while building the experience and judgment that deeper advisory work demands.

This is a role for someone who wants to get closer to the real work of advice — not by managing processes, but by being in the conversation. You are learning, contributing, and steadily taking on more responsibility in client relationships.

Be the first voice Steadyhand clients hear when they call. Maintain a 95%+ response rate and provide real-time guidance without a script — navigating market anxiety, life decisions, and portfolio questions with the kind of confident calm that makes clients feel looked after. Coverage is not a support function; it is the front line of Steadyhand's client promise.

Be the steady voice clients return to when emotion pulls harder than logic. Guide clients in the moment — through market anxiety, big life decisions, and the gap between what the numbers say and what they should actually do — with a genuine understanding of their goals, not just their portfolio.

Use, direct, and quality-review AI-generated tools and outputs as part of everyday practice. Financial planning software, the wealth portal, and AI-assisted features should be active in at least 20% of your client interactions — not as a compliance requirement, but as a genuine upgrade to the advice you give. Know when the output is right, when it needs to be challenged, and how to explain AI's role to clients in terms that build trust rather than distance.

Work closely with Senior Wealth Advisors to make sure client tasks get done well and nothing slips through. You're part of a three-person delegation team with a defined share of the workload — and a team that runs on trust, the kind that only builds when people can count on each other's work without having to check it twice. That reliability is part of Steadyhand's service promise too.

Growth at Steadyhand starts with great client conversations — and you'll be having a lot of them. Stay curious, notice what's working and what isn't, and bring ideas back to the team. If something could be better for clients, say so. Turn a routine inbound call into a meeting booking or a referral conversation. The people closest to the day-to-day often see things others miss, and at Steadyhand that perspective is genuinely valued.

• A demonstrated track record of confident, high-quality client communication — phone presence matters more than industry background
• IFC or CSC at minimum; existing licensing in relevant jurisdictions strongly preferred — so you're ready for client conversations from day one.
• Demonstrated precision in task execution — you self-check, catch your…