We work with the top financial advisors nationwide by providing a CRM that redefines financial advisory in Canada.
Our work is important, but our values are essential in defining how we work and staying true to ourselves as we grow.
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.
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.
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.
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.
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.
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.
We evaluate teammates on their ability to help the team win, nothing else.
Win or Learn
Failure is a part of life. We embrace failure as an opportunity to learn new things and get 1% better.
At Cloven and Bluroot, we know that any job needs to provide the perks necessary to meet your career and personal goals.
Right now at Cloven, we are hiring in the following areas:
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:
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