Investor Specialist
Purpose UnlimitedVancouver, British Columbia, Canada • Toronto, Ontario, Canada
Posted February 9, 2026
130000 - 150000 CAD
Full Time
About the Company
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions.
Job Description
We are looking for an Investor Specialist to join our team at Steadyhand Investment Funds Inc. As an Investor Specialist, you will serve as a trusted communicator and relationship manager, helping clients make confident financial decisions through clear communication, behavioural guidance, and investment advice.
Requirements
- Deliver high-quality, personalized advice to clients via phone, email, video, and in-person meetings
- Nurture and maintain client relationships
- Actively drives business growth through prospect acquisition, client referrals, and cultivating Centres of Influence (COI) relationships
- Support team members with account documentation, inbound phone coverage, and other operational tasks
- Organize and participate in client events and represent Steadyhand at industry events and online content
Benefits
- Comprehensive group health and dental benefits
- Life insurance at little to no cost
- Lifestyle Spending Account
- Flexible paid time-off policy with unlimited vacation days
- Flexible sick and mental health days
- Paid parental leave for eligible employees with a top-up
- Generous Group RRSP matching
- Optional TFSA program
- Training opportunities and tuition support year-round
