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© All Rights Reserved. ApplyBlast.com
Purpose Unlimited
This role is a Senior Financial Advisor at Steadyhand Investment Funds, an independent firm focused on personalized, human-centered wealth management. The advisor will lead client relationships by applying behavioral finance insights and integrating AI tools to provide judgment-driven guidance across various market cycles. Success is measured by client retention, the quality of financial decisions clients make, and the development of junior talent within the team.
Purpose Unlimited is a Canadian financial services company that brings together investment expertise, independent advice, technology, and capital through an ecosystem of brands including Purpose Investments, Advisor Solutions, Steadyhand, Harness Investment Management, Foundation Wealth Partners, and Driven by Purpose. The company offers modern investment solutions, end-to-end platforms for independent financial advisors, personalized wealth advice, and flexible financing for Canadian small businesses. Purpose Unlimited's mission is to help Canadians build, grow, and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Purpose Unlimited.
5% above the average for this role