Financial Advisor

Up Financial; Calgary; Remote; CAD 70,000 - 120,000; Full time

Job summary

Join a leading wealth management firm as a licensed Advisor, where you can grow your practice independently while receiving unparalleled support. Enjoy the flexibility of remote work and leverage a national client base, all while focusing on client success and relationship building.

Benefits

Proven Client Growth Strategies

Dedicated Marketing Support

Team of Collaborative Experts

Competitive Fee-based Compensation

Qualifications

• 3-5 years of experience as a licensed Advisor in financial planning/investment advising.
• Active CFP and/or CIM designations are preferred.

Responsibilities

• Grow your practice with an independent firm while having autonomy.
• Consult on tax, investment, insurance, and estate planning.

Skills

Client Success

Relationship Building

Sales

Teaching

Education

CFP

CIM

Job description

Ready to take your financial advisory career to the next level? Join a dynamic firm that will empower you to grow your book while working from anywhere in Canada!

About Us

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 large brokerage firms and banks.

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 investment firms, recognized for its innovation and client-first approach.
• Unparalleled opportunities to expand your existing book of business with best in class support.
• Enjoy the flexibility of working remotely while leveraging a national client base.

What We Offer

• Proven Client Growth Strategies
• Dedicated Marketing Support
• Team of Collaborative Experts
• Competitive Fee-based Compensation

About The Role

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

This role is ideal for someone who 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.

There are many opportunities for client sharing; we currently receive more new client requests than we can personally handle on a monthly basis.

Compensation

• Solely based on billable fees. This includes both asset management fees and fee-for-service hourly and project based planning.
• This is not a salaried role. This role is for Advisors who want to run their own practice on a fee-based compensation structure.
• This structure is ideal for someone who is currently working at a captive firm or bank who desires independence.

Requirements

• 3-5 years of experience as a licensed Advisor in financial planning / investment advising.
• A passion for client success and relationship building.
• A drive to stay ahead in the industry and gain new credentials.
• Active CFP and / or CIM designations are preferred.
• Sales or teaching experience is an asset.

Office, Hybrid and Remote options for this role are available.

Employment type : Full Time, Independent Contractor