Expert Wealth Management Professional

1 week ago


Calgary, Alberta, Canada Up Financial Full time

About the Role

As 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 direct access to experienced advisors Elijah Kirchmaier and Nathan Wood, who have built Up Financial into one of the fastest growing wealth management practices in Canada. Opportunities for client sharing are also abundant, as we currently receive more new client requests than we can personally handle on a monthly basis.

The ideal candidate will possess an active investment license, CFP and/or CIM designations, 3-5 years of experience, and sales or teaching experience as an asset. A professional demeanor, resourcefulness, and self-motivation are essential qualities for success in this role.

Our compensation structure is based on billable fees, including asset management fees and fee-for-service hourly and project-based planning. This is not a salaried role, making it ideal for Advisors who want to run their own practice on a fee-based compensation structure.

We offer flexible work arrangements, including office, hybrid, and remote options. The job location is Calgary, AB, with employment type being Full Time, Independent Contractor.

Estimated Salary Range: $60,000 - $120,000 per year, depending on experience and qualifications.



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