Investor Specialist

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, and Driven.

Who is Purpose Investments?

Purpose Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.

Vacancy Status: This is for a current opening.

Compensation: $140,000 - $155,000

Who you are :

As an Investor Specialist, you will serve as a trusted communicator and relationship manager, helping Steadyhand clients make confident financial decisions through clear communication, behavioural guidance, and investment advice. You will build strong client relationships, deliver thoughtful and balanced advice across financial, behavioural, and investment dimensions, and contribute to business growth while mentoring junior colleagues and embracing technology and process improvements.

If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you!

What you will do :

• Deliver high-quality, personalized advice to clients via phone, email, video, and in-person meetings, with an emphasis on behavioural guidance, planning, and goal achievement.
• Demonstrate a passion for client service, proactively anticipating client needs and going the extra mile to support their financial wellbeing.
• Nurture and maintain client relationships by proactively answering questions, conducting regular portfolio and financial plan reviews, and implementing strategies that align with clients’ life moments and goals.
• Actively drives business growth through prospect acquisition, client referrals, and cultivating Centres of Influence (COI) relationships. Participate in strategic initiatives to expand Steadyhand’s reach.
• Support team members with account documentation, inbound phone coverage, and other operational tasks to ensure service excellence.
• Organize and participate in client events (seminars, webinars, educational sessions), and represent Steadyhand at industry events and online content (e.g., webinars, YouTube, blogs).
• Provide leadership by mentoring Associate Investor Specialists and supporting the development of next-generation talent within the firm.
• Embrace technology and process improvements, leveraging AI-enabled tools and the wealth portal to enhance client experience and operational efficiency.
• Remain registered with the applicable regulatory body and comply with all company policies, procedures, and industry regulations.

What you will bring :

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; advanced degrees (e.g., MBA) are an asset.
• Must have or be working towards a QAFP or CFP designation. Additional credentials (e.g., CFA, CIM) are considered an asset.
• 10+ years of experience in financial advisory, investment planning, or wealth management.
• Proven track record of building and maintaining client relationships and delivering personalized financial and investment advice.
• Excellent interpersonal and communication skills, with the ability to present complex financial concepts clearly.
• Experience in client presentations, webinars, and public speaking is an asset.
• Demonstrated ability to generate new business through referrals, networking, and relationship management.
• Experience mentoring junior team members and contributing to cross-functional initiatives.
• Commitment to fostering diversity and inclusion.

Additional Information

Why should you join us?

• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
• We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

Purpose Investments is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at [email protected]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.