Elevate your advisory career with Steadyhand as a Wealth Advisor focused on human connection and innovation. Experience a need for personal engagement, utilizing AI without losing the human touch.
At Steadyhand Investment Funds Inc., we seek an experienced advisor who can provide personalized financial guidance. This role requires strong behavioural finance skills and the ability to maintain client relationships through market fluctuations. You will work within a collaborative advisory team, ensuring impactful outcomes for clients through trust and deep understanding.
Key Responsibilities:
• Drive client retention above 95% with tailored advice
• Understand clients' emotions to guide decisions
• Review AI models, contextualizing for client interaction
• Build a referral network through genuine relationships
• Mentor junior advisors to enhance their advisory skills
Requirements:
• QAFP or CFP designation (in progress accepted)
• Seven+ years in client-facin...