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 skilled diligence with fun. Position Summary The Investment Operations Associate plays a key support role in ensuring seamless execution across investment and client service functions. This role is ideal for a detail-oriented individual eager to grow in the wealth management and investment environment. We are looking for an individual who will provide excellent organizational support as we propel the rapid expansion of our firm. Key Responsibilities Support daily investment operations including trade processing,

📌 Investment Operations Associate - $50,000 A Year (Calgary)
🏢 Up Financial
📍 Calgary