Financial Planner, Investment Retirement Planning
7 days ago
Financial Advisor - Wealth Management
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.
Our advisors are currently licensed in both Canada and the US.
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—areas where you will have the opportunity to consult the team. You’ll have direct access to Elijah Kirchmaier and Nathan Wood, who have built Up Financial to be one of the fastest growing wealth management practices in Canada.
This includes both asset management fees and fee-for-service hourly and project based planning. This role is ideal for someone who is currently working at a captive firm or bank who desires independence.
Active investment license
~ Sales or teaching experience is an asset
~ Office, Hybrid and Remote options
Full Time, Independent Contractor
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