Financial Advisor

27 minutes ago

Calgary, Alberta, Canada Up Financial Full time

Ready to take your career in Wealth Management to the next level? If you are looking to leave the banks, career shops or just looking to be a part of a successful team that is in growth mode, this role may be perfect for you. We are one of the most educated and technically proficient wealth management teams in Canada.

About Us

Up Financial is a Wealth Management 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 large brokerage firms and banks.

We are not salespeople, we are professional advisors who value advancing education and operating with a fiduciary responsibility.

We value the strong relationships we build with our clients and with each other. We believe that success is achieved through collaboration, trust, and a positive work environment that encourages both personal and professional growth.

Why Join Us?

  • Be part of one of Canada's fastest-growing wealth management firms.
  • Have ownership in what you are building - both as a Financial Planning practice and Investment Management practice.
  • Unparalleled opportunities to build your book of business through our in house marketing structures.
  • Access to the systems, structures and professional support to ensure your success.

What We Offer

  • The structures and systems to ensure your success in building a wealth management practice
  • Investment Management licensing in both Canada and the US to expand your service offering
  • Team of collaborative experts
  • Competitive Fee-based Compensation

About The Role

Up Financial is hiring a licensed Private Wealth Manager who wants to grow their practice with an independent firm.

This role is ideal for someone who wants to leave the bank or career shop environment, wants autonomy over running their practice, while also being part of a team for support.

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.

Compensation

  • Compensation is based on billable fees. This includes both asset management fees, tax filing compensation and fee-for-service hourly and project-based planning.
  • This structure is ideal for a professional who desires independence and the ability to build their own business within a larger team to ensure their success.

Requirements

  • 2 years of experience in Financial Planning or Investment Management role.
  • Professional demeanor, resourceful, self-motivated.
  • A passion for client success and relationship building.
  • A drive to enhance education through continual learning and additional designations (CFP/CIM/TEP etc)
  • Active CFP/CIM/CPA or other related designation(s).
  • Teaching experience is an asset.

Employment type:

  • Full-time

Website: 

Social Media: @up.financial @elithemoneyguy

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