About this role
Associate Investor Specialist (Steadyhand) at Purposefin. Location: Vancouver or Toronto or Ontario or Manitoba or Saskatchewan or Alberta or British Columbia. Role: answering calls, guiding clients, supporting advisors Requirements: Strong client phone communication; IFC or CSC minimum; licensing in relevant jurisdictions preferred; precision and resilience under pressure; familiarity with Salesforce, Conquest, NaviPlan and AI-assisted tools; QAFP progress valued. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Conquest, NaviPlan, wealth portal, financial planning software, AI Certifications: ifc, csc, qafp Commitment: Full Time Workplace: Hybrid Languages: English