Job Description
Location: Calgary, Alberta (Office-Based)
Hours: Monday to Friday, 9:00 AM – 5:00 PM
Salary: $50,000 per year plus Bonus & future Profit Share
Holidays: 3 weeks paid vacation annually
About Up Financial
Up Financial is a Calgary-based wealth management and financial planning firm dedicated to providing sophisticated, comprehensive financial advice to clients across Canada & the USA. Our services include tailored investment management, financial planning, tax planning, risk management, and estate planning, all grounded in a transparent, client-first philosophy.
We specialize in serving senior executives, founders, entrepreneurs, and multi-generational families, helping them coordinate all aspects of their financial lives with clarity and confidence.
We’ve created a rare environment operating as a growth-oriented team that balances professional diligence with fun.
Position Summary
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