PB Campaigns - PersonalBanker
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Affiliate Campaigns by
PersonalBanker

The Power of PersonalBanker

A Specialized Approach

THE PERSONALBANKER AFFILIATE PROGRAM
PersonalBanker’s Affiliate Program uses a simple structure that provides shared revenue which is generated from the sale of services to Qualified Applicants. Each Applicant that converts into a client, (utilizing a PersonalBanker service, sold on behalf of the Affiliate) will generate a referral fee for each PersonalBanker service they engage.

PersonalBanker Canada has developed innovative business systems and software that delivers, pre-qualified Applicants using online digital marketing campaigns on behalf of each Affiliate.

The online campaigns are designed to capture and deliver applicants who are ready for and in need of one or more of our PersonalBanker services.

PersonalBanker Service

PersonalBanker offers a variety of services. Among them is the signature service called Tax Reclaim. This service reassesses the previously filed tax returns of Canadians, (up to 10 years) for missed credits. It then finalizes and submits tax filing amendments to recover those credits in the form of additional tax refunds. This can be done anytime throughout the year.

The PersonalBanker Tax Reclaim service, recovers an average of $4,200 for clients.

PersonalBanker provides a unique brand of Tax-Based Wealth Management Services that assists clients in reaching their Financial Balance Point in the shortest period of time possible.

PersonalBanker Dynamics

  • PersonalBanker offers important and much needed Wealth Management & Financial Services to Canadians.
  • PersonalBanker generates Qualified Applicants (QA’s) and shares revenue with its Affiliates, for each Applicant that is successfully processed.
  • PersonalBanker has developed a proprietary system and software which generate a high volume of QA’s as is needed by the Company.
  • PersonalBanker uses campaign dollars to launch online digital marketing campaigns. These campaigns generate the QA’s, on an ongoing basis.
  • PersonalBanker manages the processing of all Applicants until service is completed.

The Affiliate Opportunity

PersonalBanker provides the opportunity for individuals, entrepreneurs and businesses to participate in the online campaign process, by becoming an Affiliate Partner.

Affiliate Partners pay for the cost of generating Qualified Registrants. The marketing platform proportionately tags each new registrant to an Affiliate and the Affiliate Admin Personnel at PersonalBanker manages the entire sales process from that point forward.

A PersonalBanker Affiliate Partner starts with a minimum campaign participation of $2,500. However, there is no maximum limit to size or number of campaigns one wishes to participate in.

Sign Up Form

First of all you must Register to join the proram. You can also Share your individual Referral Link or Join Affiliate Leads Campaigns to have leads automatically referred on your behalf.

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Yes, you must be 18 years or older. Must be eligible to work in Canada.

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It is free to become an Affialte Partner. Once registered you can make referrals and earn income. However to participate in our Automated Campaigns there is a minimim amount $2,500 to start. You can increase your campaign-fund by any dollar value above and beyond the minimum.

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There are various factors that influence the amount of income produced by an Affiliate. For example, it is based on amount of clients in pipeline, the number of services that each client uses and what type of services engaged.

For an idea of your earnings calculations, use our Affiliate Campaign Calculator.

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Affilaite Partners earn income every Monday based on sales made the previous week, otherwise earnings are paid the next business day subsequent.

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It is completely up to the Affiliate Partner. They decide the income they require, and as a result have the ability to refer as many or as little as they want.

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No. Only one Affiliate Partner Account is needed. Simply register and begin participation.

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Only in that if you register as a business we will require your business registration details to be confirmed by the appropriate paperwork.

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