Strategic Wealth Management Professional
1 week ago
Up Financial, a pioneering Wealth Management firm, seeks an experienced Financial Advisor to join their dynamic team. This role offers a unique opportunity for professionals looking to transition from captive firms or banks to a more independent and client-centric environment.
As a Wealth Management Professional, you will be responsible for providing customized investment advice and comprehensive financial planning to clients across Canada and the US. With a focus on sophisticated investment strategies, you will have access to a wide range of products and services to meet the diverse needs of your clients.
This position is ideal for individuals with experience in asset management fees and fee-for-service hourly and project-based planning. Your expertise will be leveraged to create tailored solutions for high net worth individuals, families, and businesses.
The successful candidate will possess a strong understanding of investment principles, tax planning, insurance, and estate planning. Proficiency in sales or teaching experience is an asset, as it will enable you to effectively communicate complex concepts to clients and build strong relationships.
Working closely with the founding partners, Elijah Kirchmaier and Nathan Wood, you will contribute to the growth and development of Up Financial's wealth management practice. This includes exploring new business opportunities, identifying market trends, and implementing innovative strategies to stay ahead in the industry.
The compensation package for this role includes a competitive estimated salary of $80,000 - $120,000 per year, commensurate with experience. The company also offers flexible work arrangements, including office, hybrid, and remote options. As an independent contractor, you will have the autonomy to manage your workload and client relationships while enjoying the benefits of working with a fast-growing and dynamic organization.
To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work independently and collaboratively as part of a team. If you are a motivated and results-driven professional looking to take your career to the next level, please submit your application for consideration.
-
Strategic Wealth Advisor
7 days ago
Calgary, Alberta, Canada The Wealth Council Full timeWe are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...
-
Wealth Management Specialist
7 days ago
Calgary, Alberta, Canada The Wealth Council Full timeAs a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...
-
Strategic Wealth Management Professional
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeRole OverviewWe are seeking a seasoned Senior Licensed Associate, Wealth Management to join our esteemed Multi-Family Office team in Calgary.
-
Wealth Management Professional
7 days ago
Calgary, Alberta, Canada Up Financial Full timeEstablish a Thriving Wealth Management PracticeWe are seeking an experienced Financial Advisor to join our team at Up Financial, a leading wealth management firm. As an independent contractor, you will have the autonomy to run your practice while benefiting from our comprehensive support system.About Us: Up Financial is a boutique wealth management firm...
-
Calgary, Alberta, Canada The Wealth Council Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...
-
Senior Financial Planner
1 week ago
Calgary, Alberta, Canada The Wealth Council Full timeUnlock Your Potential as a Senior Financial PlannerThe Wealth Council is seeking an experienced and highly motivated Senior Financial Planner to join our dynamic team. This is a fantastic opportunity to work with high-net-worth individuals and corporate clients, providing expert financial planning services that drive real results.About The Wealth CouncilWe...
-
Wealth Management Support Associate
1 week ago
Calgary, Alberta, Canada Palisade Capital Management Ltd. Full timeAt Palisade Capital, we pride ourselves on delivering exceptional wealth management services to high net worth families and their corporations. Our team of experienced professionals is dedicated to providing tailored investment solutions that meet the unique needs of our clients.We are seeking a highly organized and detail-oriented Wealth Management Support...
-
Wealth Management Professional
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Wealth Management Professional to join our team in Calgary. This is a challenging and rewarding opportunity for individuals who are passionate about delivering exceptional client experiences and building long-term relationships.
-
Expert Wealth Management Professional
1 week ago
Calgary, Alberta, Canada Up Financial Full timeAbout the RoleAs a seasoned professional in wealth management, we are seeking an Advisor who desires independence and autonomy to grow their practice with our firm. Our team has extensive experience in running successful practices, creating systems for acquiring new clients, and providing education in tax, investment, insurance, and estate planning.We offer...
-
Calgary, Alberta, Canada Staffix Full timeAbout the RoleStaffix is seeking a highly organized and detail-oriented Senior Wealth Management Administrative Professional to join our team. This role requires a proactive self-starter who excels in multitasking and prioritization, with a knack for building relationships and delivering top-tier support.Key ResponsibilitiesCalendar ManagementOptimize and...
-
Advanced Taxation Specialist
2 months ago
Calgary, Alberta, Canada IG Wealth Management Full timeJob SummaryWe are seeking a highly skilled Advanced Taxation Specialist to join our team at IG Wealth Management. As a key member of our Advanced Financial Planning team, you will provide expert taxation and estate planning support to our clients.ResponsibilitiesProvide advanced taxation and financial planning support to clients through telephone and email...
-
Sales Director, Asset Growth
7 days ago
Calgary, Alberta, Canada Aviso Wealth Full timeWe are seeking a highly skilled and results-driven Sales Director to join our team at Aviso Wealth. As a key member of our sales leadership team, you will be responsible for driving growth in our assigned territory through strategic planning, relationship-building, and consultative sales expertise.Key Responsibilities:Develop and execute annual sales plans...
-
Senior Wealth Management Professional
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a highly skilled Senior Associate to join our team of experienced professionals. As a cornerstone business within Scotia Wealth Management, we've built a reputation for integrity and service excellence.We're committed to empowering our advisors and teams to explore innovative approaches to protecting and growing our clients'...
-
Strategic Portfolio Manager, Wealth Management
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeCompany Overview:Scotiabank is a leading financial institution dedicated to delivering innovative banking solutions to individuals and businesses.About the Role:We are seeking an experienced Market Lead to join our Scotiatrust team. As a key member of our estate administration team, you will be responsible for leading the overall success of our Canadian...
-
Wealth Management Support Specialist
7 days ago
Calgary, Alberta, Canada Palisade Capital Management Ltd. Full timeAbout Palisade CapitalPalisade Capital is a boutique investment management firm specializing in high net worth families and their corporations. With a strong focus on long-term relationships, our client-centric approach prioritizes integrity, alignment with clients, and exceptional investment performance.Career OpportunityWe are seeking a highly organized...
-
Expert Financial Planner
1 month ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout the RoleAs a highly skilled and experienced Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives. We are seeking an individual with a passion for financial planning, a strong understanding of our industry-leading technology, and excellent communication skills. Key ResponsibilitiesDevelop...
-
Senior Financial Planner
3 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeOur company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...
-
Wealth Management Specialist
7 days ago
Calgary, Alberta, Canada Up Financial Full timeAbout Up Financial: We are a wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Our mission is to provide clients with independent, customized advice without conflicts associated with larger brokerage firms and banks. We value strong...
-
Office Operations Coordinator
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeKey ResponsibilitiesThe Coordinator, Region Office Operations, serves as the primary point of contact for both internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing inquiries, and ensuring seamless administrative operations.Essential Duties Include:Welcoming clients at reception, handling...
-
Financial Service Professional
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeRole OverviewWe are seeking a highly skilled Financial Service Professional to join our team in Calgary, Alberta. This role offers an exciting opportunity to work in wealth management and provide exceptional customer service.About the JobIn this role, you will assist Wealth Advisors in managing high net worth client accounts, providing superior client...