Finanacial Advisor

Job 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. Eau Claire offers 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 - 𝐈𝐭 𝐢𝐬 𝟏𝟎𝟎 % 𝐜𝐨𝐦𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐨𝐧𝐥𝐲 ). 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 their personal goals.

𝐑𝐨𝐥𝐞 𝐃𝐞𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 ( 𝐋𝐋𝐐𝐏 𝐋𝐢𝐜𝐞𝐧𝐬𝐞𝐝 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐏𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 )

This is a part-time or full-time role as an Insurance and Investment specialist. I am looking to attract advisors with diverse backgrounds and levels of experience to work independently and at the same time, together to augment each other in providing exceptional service to our clients while also working toward our own collective goals.

Specifically, these are the specialties ( 1 or more ) I am in search of:

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:

• Funding Buy - Sell Arrangements
• Overhead and Key Person Insurance
• Estate & Trust Retirement Strategies
• Passive Income & Surplus Cash Insurance Concepts
• Tax Efficient Distrubutions of Corporate Funds
• Group & Employee Benefits
• Employee Retention and Succession Planning
• Corporate Planning ( Trusts, Holdco's, Asset and Liability Management )
• Private Health Services Plans
• Corporate CI & Return of Premiums
• Business Continuity, Succession & Exiting

𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 & 𝐅𝐚𝐦𝐢𝐥𝐲 𝐚𝐧𝐝 𝐇𝐢𝐠𝐡 𝐍𝐞𝐭 𝐖𝐨𝐫𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:

• RRSP, TFSA, FHSP, DRESPs, RESP's
• RRIF, LIRA, LIF
• Life, CI, DI, Loan Insurance
• Retirement Income Analysis, CPP, OAS, Investment Income & Annuities
• Private Wealth Management of Portfolios
• Charitable Giving & Philanthropic Strategies
• Personal Trusts & Foundations
• Immediate Financial Arrangements
• Smith Manouver
• Wills, Power of Attourney & Personal Directive Experience
• Personal Health & Travel Insurance
• Elderly Care Experience

𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲

• Financial Services

𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐓𝐲𝐩𝐞

Full or Part Time