Join the team that’s pushing boundaries

Become a part of our team that’s transforming what it means to be a financial advisor in Canada.

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We work with the top financial advisors nationwide by providing a CRM that redefines financial advisory in Canada.

We Help Companies We Help Companies
We Help Companies

Our Values

Our work is important, but our values are essential in defining how we work and staying true to ourselves as we grow.

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Team Over Everything

We like to think of ourselves as a pro sports team. We want to win our championship, and it’s everyone’s responsibility to help us get there.

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It might not feel great in the moment, but being honest- no BS- is always worth it. Don’t shy away from giving the hard truths.

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Do It the Right Way (No Waste)

When faced with the Quick & Dirty or the Right Way, always choose the latter. This avoids re-work, which drains the team’s time and morale.

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Just Do (BLU) It

Don’t get lost in perfection. It’s not worth it. Identify the part of work that can be done the Right Way (no matter how small) and Just Do It. This provides confidence, and allows for feedback from the team/clients.

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Keep Your Head Down

After a loss, don’t make excuses, but embrace Win or Learn. After a win- let’s recognize it- but be back working the next morning. We are on a continuous journey with providing real client value as our compass.

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Thrive in Ambiguity

We have tools and resources, but ultimately, there is no manual at Bluroot. Each teammate is trusted to “make the call” and Just Do It.

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Merit Matters

We evaluate teammates on their ability to help the team win, nothing else.

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Win or Learn

Failure is a part of life. We embrace failure as an opportunity to learn new things and get 1% better.

Perks Of The Job

At Cloven and Bluroot, we know that any job needs to provide the perks necessary to meet your career and personal goals.

Competitive salary and compensation

Competitive salary and compensation

We strive to pay our employees well. We start with a competitive salary and offer paths to grow both within a role and through promotions

3 weeks vacation from Day 1

3 weeks vacation from Day 1

We want you to have a work/life balance that works for you. All of our employees get 3 weeks of vacation per year. You can take vacation days before you earn them, and you can carry over vacation days that you don’t use this year

Health and Dental Benefits

Health and Dental Benefits

BluRoot is at its best with a happy and healthy team. To help us achieve this we provide a health and dental plan for all employees



We are a learning organization and we all grow together. When you join the team you will be supported by management with regular one on ones and training opportunities

Social Events

Social Events

We’re a small team and we love being well connected. Every week we have a team town hall, every three weeks we have a team lunch (on BluRoot), and a few times each year we get together for social events

Be part of something big

Be part of something big

When we look around our industry we see endless opportunities to do things better. When you join our team you also join the effort to change the game for our clients. We’re working on radically improving our clients’ businesses and their software experience

Current Job Openings

Right now at Cloven, we are hiring in the following areas:

Customer Success

Our hiring process is friendly and designed to minimize bias

We believe that a fair and bias-free hiring process is best way to find the top people to join our team. Check out our simple hiring process designed to achieve just that:


Introductory call with your manager

This is a friendly low-commitment call to get to know each other a bit better, understand the role and if it fits your career goals.


Take home case

This case will directly test the skills that will be required for the job. We will give you a “cheat sheet” for any prior knowledge needed. This is really to test problem solving and critical thinking.


Case review and final interview with manager and founding team

Instead of just submitting your case for review, we give you an opportunity to present the case and describe what you were thinking. This final interview is also a chance to meet the founding team to understand the values and vision of Cloven.



Assuming everything goes well in the first 3 steps, we will reach out with the details of our job offer. In our offer, we will be transparent as possible to give you all the information needed to make a decision.

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