About this role
Senior Wealth Advisor (Steadyhand) at Purposefin. Location: Vancouver or Toronto or Ontario or Manitoba or Saskatchewan or Alberta or British Columbia. Role: delivering advice, building relationships, mentoring advisors Requirements: QAFP or CFP (or working toward), 7+ years client-facing advisory experience, demonstrated record of building/retaining client relationships, working fluency with AI tools, ability to develop junior advisors. Category: Finance and Accounting Seniority: Senior Level Tools: AI Certifications: qafp, cfp, cfa, cim, step/tep, cdfa Commitment: Full Time Workplace: Hybrid Languages: English