CPA - Wealth Management

Overview

We are a rapidly growing wealth management firm and are looking to add another CPA to our team. This role is ideal for a CPA with tax experience who is looking to transition to the wealth management industry.

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 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.

• Be part of one of Canada’s fastest-growing wealth management firms.
• Have ownership in what you are building from both a Tax Compliance practice as well as an Investment Management practice.
• Unparalleled opportunities to transition your existing professional network into a book of business with best-in-class support.
• Access to the systems, structures and professional support to ensure your success.

• The structures and systems to ensure your success in building a wealth management practice
• Team of collaborative experts
• Competitive Fee-based Compensation

Up Financial is hiring a CPA-designated Private Wealth Manager who wants to grow their practice with an independent firm. This role is ideal for a CPA who wants autonomy over running their practice while leveraging their tax background to provide superior value. 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.

We have had a great deal of success in helping CPAs with a tax background learn investment management.

• 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 currently working in public practice or a captive firm who desires independence and the ability to build their own business within a larger team to ensure their success.

• Active CPA Designation is preferred.
• 2-5 years of professional experience in accounting, tax, or financial planning.
• Licensed (or eligible/willing to become licensed) as a Wealth Manager in investment management.
• A passion for client success and relationship building.
• A drive to enhance education through continual learning and additional designations (CFP/CIM/TEP etc)

• Full-time