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Lavern Rankin - Eau Claire Partners Inc.

Finanacial Advisor - Commission

Lavern Rankin - Eau Claire Partners Inc. โ€ข Calgary โ€ข onsite
Posted: 3 hours ago
Accounting/Auditing and Finance mid

Job Description

Job description๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐ƒ๐ž๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐งEau 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 ( ๐๐ฅ๐ฌ. ๐ง๐จ๐ญ๐ž: ๐๐Ž๐“ ๐š ๐ฌ๐š๐ฅ๐š๐ซ๐ข๐ž๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง - ๐ˆ๐ญ ๐ข๐ฌ ๐Ÿ๐ŸŽ๐ŸŽ % ๐œ๐จ๐ฆ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง ๐จ๐ง๐ฅ๐ฒ ). 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.๐‘๐จ๐ฅ๐ž ๐ƒ๐ž๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง ( ๐‹๐‹๐๐ ๐‹๐ข๐œ๐ž๐ง๐ฌ๐ž๐ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ ๐๐ซ๐ž๐Ÿ๐ž๐ซ๐ซ๐ž๐ )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:๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐Ž๐ฐ๐ง๐ž๐ซ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž:Funding Buy - Sell ArrangementsOverhead and Key Person InsuranceEstate & Trust Retirement StrategiesPassive Income & Surplus Cash Insurance ConceptsTax Efficient Distrubutions of Corporate FundsGroup & Employee BenefitsEmployee Retention and Succession PlanningCorporate Planning ( Trusts, Holdco's, Asset and Liability Management )Private Health Services PlansCorporate CI & Return of PremiumsBusiness Continuity, Succession & Exiting๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ & ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐š๐ง๐ ๐‡๐ข๐ ๐ก ๐๐ž๐ญ ๐–๐จ๐ซ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž:RRSP, TFSA, FHSP, DRESPs, RESP'sRRIF, LIRA, LIFLife, CI, DI, Loan InsuranceRetirement Income Analysis, CPP, OAS, Investment Income & AnnuitiesPrivate Wealth Management of PortfoliosCharitable Giving & Philanthropic StrategiesPersonal Trusts & FoundationsImmediate Financial ArrangementsSmith ManouverWills, Power of Attourney & Personal Directive ExperiencePersonal Health & Travel InsuranceElderly Care Experience๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒFinancial Services๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ฆ๐ž๐ง๐ญ ๐“๐ฒ๐ฉ๐žFull or Part Time

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