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.

Why Ascendant Financial?

If you are an advisor on our team, you are not only a top performer but are committed to continuously learning and embracing the process while spreading this vision to our clients. At Ascendant Financial – YOU can make an impact.

You will be coached by our leaders and always be in a culture of learning and excellence. You can find your future here.

What you will be doing?

*We hire Canada wide with home office being in Edmonton. (Note: In person work is required if you are in traveling distance within Edmonton)

Job Responsibilities:

Educating our prospects/ potential clients in the Process of Becoming Your Own Banker, the Infinite Banking Concept (through various ways including but not limited to videos, webinar, live events, etc)

Planning events and collaboration with our Marketing team to further reach out to our desired audience in the marketplace

Taking a proactive approach to discovering what our clients needs, listening and understand what they are asking for

Educating our clients, providing relevant insights and expert advice in various meeting and client coaching event

Participating in both live and virtual events.

Building our clients comprehensive plans using a holistic approach to help them achieve their goals

Nurturing strong, long-standing relationships

Developing, retaining and growing the business by delivering individual and team sales goals

Preferred Experience

Practicing / in the process of starting implementing the Infinite Banking Concept

The appetite and drive to build strong customers relationships

A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions

Possess or willing to complete the Life License Qualification program

Complete the Authorized Infinite Banking Practitioner program through the Nelson Nash Institute

The proven ability to meet and exceed sales targets in a fast paced environment that aligns to the goal of the company and our clients

What We’re Offering

Working In An Elite Team

Working with top-tier and like-minded individuals who has the ability and ambitions to grow.

Remote Work Position/In Person Office

Depending on where you are located, you will be either in a remote working position or be in our head office in Edmonton.

Focus and develop on What you love

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.

Interesting and Challenging Projects

Growth oriented environment where you will impact clients’ business strategy and all their marketing efforts.

Supportive Management that Allows Freedom

Ability to express your ideas and value addition to the company. We encourage and value the ideas of our team as we believe that we are a team that grows together.

Competitive Payment Structure

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.

What it’s like to be a part of us?

We can write something to convince you. Why not hear it from our teammates on our team and be the judge for yourself?

Elizabeth Wall, Sales Associate

“The people are amazing. They’re so supportive both professional and personally and they always are there to lend a hand or just check in on you to make sure that things are going well!”

Richard Canfield, Advisor

“What really stands our for me (as a member of the Ascendant Team), is that we’re working towards a common goal and we’re trying families and business owners all over the country really rise to the occasion where they can actually see the fruits of their financial labor!”

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Sebastian Daniels, Advisor

“The people provide an environment of positivity and support with a vision for growth.

Taran Sousa, Advisor

“The journey is nothing but ABSOLUTELY BRILLIANT. The team is awesome! No matter who you interact with. Everyone is just so kind and really motivating in terms of a cohesive unit!”

Nadine Bernardin, Administrative Associate

“Being part of Ascendant Financial makes me feel very welcome and being part of a team that supports one another has made it really easy to feel confident and comfortable while learning new things every single day!”

Apply Now

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

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