Posted 5 days ago
Financial Advisor - Wealth Management
@ Up Financial
Calgary, Alberta
Overview
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.
Responsibilities:
- Advise clients on wealth management in their best interests
- Build a personal brand and attract new clients
- Pursue advanced designations and professional development
Requirements summary:
- Ambitious, self-directed approach to building a business
- Commitment to client-first advice
- Interest in growing toward fiduciary standard
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Up Financial
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
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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