Remote Financial Advisor--Independent Contractor
1 week ago
Licensed Financial Advisor - Wealth Management
馃専 Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US.
Up Financial was established to provide clients with independent, customized advice without the conflicts associated with larger brokerage firms and banks.
Be part of one of Canada鈥檚 fastest-growing investment firms, recognized for its innovation and client-first approach.
Enjoy the flexibility of working remotely while leveraging a national client base.
鈽侊笍 The Up Financial team has extensive experience in running successful practices, creating systems for acquiring new clients, and providing education in tax, investment, insurance, and estate planning鈥攁reas where you will have the opportunity to consult the team.
This includes both asset management fees and fee-for-service hourly and project based planning.
This structure is ideal for someone who is currently working at a captive firm or bank who desires independence.
鈽侊笍 3-5 years of experience as a licensed Advisor in financial planning/investment advising.
~ A passion for client success and relationship building.
~ Sales or teaching experience is an asset.
Apply now via LinkedIn or message Casidy Cain, Office Administrator, directly to learn more.
Head Office:
Office, Hybrid and Remote options for this role are available.
Full Time, Independent Contractor
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