A holistic financial services company with a skillset as diverse as Canada is.
Calgary, Alberta
A holistic financial services company with a skillset as diverse as Canada is. We focus on four key areas: Wealth Management, Financial Planning, Life and Accident Insurance, Group Benefits. Qopia, derived from the word Cornucopia - meaning abundance, plenty, nourishment, has created an all-encompassing service to allow our clients complete financial support in all of their most important life decisions. Along with financial services, we also provide in-house accounting, a wills and estates team, mortgage specialists, and general insurance brokers. Let us help you create your foundation and transition your legacy to the next generation.
Hybrid · Calgary
Assess clients’ financial needs and goals, develop tailored insurance and financial recommendations, and explain insurance and investment products. Coordinate with internal advisory teams, maintain accurate client records, keep current with regulations and product changes, and support business development and ongoing client account servicing.