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Financial Advisor - Wealth Management

@ Up Financial

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Calgary, Alberta

Temps plein
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SIGNAUX

En bref

Up Financial is hiring a full-time financial advisor for wealth management, offering independence from sales quotas, a path to fiduciary status, and support for building a client base. The role centres on advising clients in their interests and developing one's own practice.

Responsabilités :

  • Advise clients on wealth management in their best interests
  • Build a personal brand and attract new clients
  • Pursue advanced designations and professional development

Résumé des exigences :

  • Ambitious, self-directed approach to building a business
  • Commitment to client-first advice
  • Interest in growing toward fiduciary standard
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-11-09
Première détection par notre source
2026-11-14
Mise à jour du dossier source
2026-11-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

DomaineVentes
Heures par semaine40 (estimé)
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Up Financial

Toutes ses offres
ChampValeur
Offres sur Jobsy1
Description

Looking for a firm that supports your growth, independence, and long-term success?

At Up Financial, we're looking for ambitious financial advisors who want to build their business on their own terms while putting clients first.

We believe every modern advisor deserves:

  • True independence — Put your clients' interests first, without sales quotas or pressure to sell specific products.
  • A path to becoming a fiduciary — Grow toward a higher standard of professional advice.
  • Modern marketing support — Build your personal brand and attract new clients.
  • Investment in education — Continue developing your expertise through advanced designations and professional development.
  • Ownership of your business — Build something that's truly yours.

If your current firm isn't giving you the tools, freedom, and support to succeed, we'd love to show you what's possible.

Interested in joining Up Financial?

Learn more and connect with our team: https://upfinancial.ca/join-up-financial/

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