See If You’re a Good Fit

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.

Join the Team
See Open Positions

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

Obsess Over Clients,
Not Competitors

Our clients are the reason we exist. Their success drives our success. While others chase competitors, we focus on delivering what the Clients we have, and the Clients we want to have, truly value. 

Truth Drives
Progress

All progress begins with telling the truth. We hold ourselves to the highest standard of honesty, transparency, and integrity … no exceptions.

Build Our People,
Build the Business

Our company grows when our people grow. We invest in our team, develop leaders, and create an environment where everyone has the opportunity to succeed.

Decide Fast,
Move Fast

Speed matters. We maximize the velocity of decisions, take action, and execute with urgency. Progress beats perfection every time.

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

  • 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.

    Learn More
    Apply Now

  • Strategic 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.

    Learn More
    Apply Now

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.

See Open Positions

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

The # 1 Top educator in Becoming Your Own Banker, the Infinite Banking Concept in Canada and the United States of America.

Where Should You Begin?