- LLQP ( Life License Qualification Program ) licensing will be required after joining Eau Claire Partners
- Knowledge of financial planning and investment strategies
- 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 a 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
Advisor - Calgary, Canada - 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 are 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 operation 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)
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