- If you do not have an LLQP license please be Prepared to Get Licensed Immediately in 30 to 45 days - Life and Accident & Sickness Insurance Licenses )
- We accept presently active and engaged advisors from across Canada
- Knowledge of financial planning and investment strategies is definitely an asset
- You are a listener and an effective communicator.
- Strong analytical and problem-solving skills
- You maintain a clean and professional appearance.
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- You are looking for a fresh start with a company that treats you like a partner.
- Entrepreneurial mindset to building your own business
- Relevant certifications such as CFP, CFA, or CPA are great to have, but not imperative
- Prior experience is not necessary - training and personal support will be generously provided
- Ability to work independently and as part of a team is encouraged
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Advisor - Calgary, Canada - Lavern Rankin - Eau Claire Partners Inc.
Description
Company Description
Eau Claire Partners Inc. is a 100 % Canadian owned financial services company with the head office located in Calgary, AB and is expanding and growing across Canada. Our mission is to create a dynamic and supportive hybrid environment for financial services entrepreneurs to deliver exceptional client experiences. We offer a turnkey business operating system with extensive marketing and advertising support, as well as an industry leading commission compensation model ( Pls. note: not a salaried position - 100 % commission ). Our vision is to empower our partners with ownership of their book of business and exceptional opportunities for growth and extensive training & support in achieving your personal goals.
Role Description (This is not a salary-based position - Licensed or Prepared to Get Licensed Immediately )
This is a part-time or full-time role as an Insurance and Investment Advisor at Eau Claire Partners Inc. Your day-to-day tasks will include conducting financial assessments, developing personalized financial plans, and providing ongoing portfolio management. You will also be responsible for building and maintaining client relationships and staying up-to-date with industry trends and regulations. While the role is primarily located in Calgary, AB, there is flexibility for remote work from home and across Canada.
Preferred Qualifications
Advisor professionals in Calgary
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Mathli Thapar
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Sumana Gollakota
Educationist
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Pulkit Chopra
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Eniola Ademuyiwa
Financial Services and Loan Servicing Expert
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Jean Richard Toussaint
Excellent customer Relations
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Myers Agamini
Chief Executive Officer