Serve the People With Us

We’re not just filling positions; we’re seeking exceptional individuals who will enrich our team, contribute to our collective success, and truly care about our clients.

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Why Ascendant Financial?

Together with our clients, we are on a mission to redefine what it means to prosper, ensuring a future where success is measured not just by wealth, but by the freedom of time, relationships, purpose and money it affords.

The work we do changes lives and that’s deeply satisfying.

Here’s why you should consider joining our team:

Care About More Than Revenue Goals With Our Client-Centric Approach

We believe in leading with education first and providing excellent guidance at every stage of our client’s financial journey. Our goal is to deliver what the clients we have, and the clients we want to have truly value, much like the extraordinary experiences one might have at a top-tier restaurant or hotel.

Redefine Finance: Where Innovation Meets Heart

We specialize in the Infinite Banking Concept (IBC), helping clients manage their finances in a way that allows them to be in a position of total and absolute control of their money. This strategy is a cornerstone of our service, providing ready access money, on demand, on their terms, without reducing their asset’s value and without triggering tax. The families that work with us are meeting financial goals they thought would take forever and are having to come up with new ones!

Work in a Supportive Environment That Empowers Your Financial Future

Ascendant’s team includes world-class advisors. We’re continuously growing our knowledge, because we believe there’s no such thing as having arrived. Plus, we’re backed by expert accounting and legal professionals, ensuring well-rounded financial guidance and compliance.

Win with us, or watch us win!

About the company

Empowerment & Ownership

We believe in empowering our team members to share in the ownership of Ascendant, fostering an environment where every person is invested in and responsible for the success of our collective vision.

Client-Centric Growth

Our growth is a reflection of our unwavering commitment to our clients. By prioritizing their financial well-being and satisfaction, we naturally attract and retain the clients we are best suited to serve.

Innovation & Industry Leadership

We strive to set the gold standard in the financial industry, continuously innovating and aspiring to be the number one most highly regarded MGA in Canada through excellence and forward-thinking strategies.

Transparency and Trust

By cultivating a culture of transparency, we build trust not only within our team but also with our clients and strategic partners, ensuring that everyone understands our goals, measures, and actions.

Collaboration & Team Success

We celebrate the power of collaboration, recognizing that our collective efforts as a unified team are the foundation of our success and the driving force behind reaching our painted picture vision.

Giving & Social Impact

Commitment to our communities is core to who we are. Through consistent giving and engagement, we aim to make a meaningful impact, contributing not just financially but with our time, talents, and energy.

Empathy & Service

At the heart of our service is empathy. By being there for people when they need us most, we build lasting relationships and provide a peaceful, stress-free path to financial security.

Personal Development & Excellence

Our team members are encouraged to operate within their unique abilities, leveraging their natural talents and passions to excel in their roles while contributing to the team’s dynamic and success.

Accountability and Integrity

We uphold the value of accountability, ensuring that every team member, regardless of their role, takes ownership of their actions and decisions, always with the best interest of our clients in mind.

Culture of Celebration

We take the time to celebrate our achievements, recognizing the hard work and dedication of our team members. Celebratory moments reinforce our bond as a team and remind us of our shared wins.

Career Opportunities

We are looking for individuals who are:

Coachable and Ambitious: Ready to learn and grow within a dynamic and supportive environment and acknowledging that no one individual is ever bigger than the Team.

Respectful and Financially Responsible: Committed to maintaining high standards of integrity and responsibility.

Kind and Future-Oriented: Dedicated to building a future that is bigger and better than the past.

Everybody wins here!

Open Positions

Administrative Assistant

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (Administrative Assistant) may be of interest to you.

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Ascendant Financial Advisor / Sales Associate

At Ascendant Financial we believe that we are the gold standard in educating our clients about the process of Becoming Your Own Banker, the Infinite Banking concept as we practice it in our lives as well.

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Automation / Technology Specialist

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (Technology/IT Assistant Role) may be of interest to you.

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New Business Associate

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (New Business Associate) may be of interest to you.

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Professional Development: Access to continuous training and development opportunities to keep you at the forefront of the financial industry.

Supportive Environment: Work alongside a team of world-class advisors and strategic partners, including expert accounting and legal professionals.

Nationwide Presence: We are licensed in all Canadian provinces, and the United States, enabling us to facilitate planning situations across North America.

How to Apply

Ready to take the next step in your career? Join us and become part of a team that values education, innovation, and client success.

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Join Our Mission

Our mission at Ascendant Financial is to revolutionize the journey towards financial independence and security. By harnessing the principles of the Infinite Banking Concept, we aim to equip our clients with the tools, knowledge, and confidence to become self-empowered financial navigators.

Our unwavering focus is to deliver unparalleled service and innovative solutions that enable our clients to optimize their financial well-being, achieve their dreams, and secure a lasting legacy. Through education, personalized strategies, and unwavering support, we seek to unlock the full potential of every individual we serve.

As we forge ahead, our vision is clear: to be the beacon of financial enlightenment and empowerment, inspiring individuals to seize control of their economic futures.

Together with our clients, we are on a mission to redefine what it means to prosper, ensuring a future where success is measured not just by wealth, but by the freedom and legacy it affords.

Join Our Team