Empower members with expert financial guidance in a virtual setting as a Financial Advisor. Assist with lending options, investment strategies, and comprehensive financial health checks.

This Virtual Relationship Manager role requires at least three years in financial services, including advisory experience. You will handle both inbound and outbound calls, engage in the lending application process, and provide personalized support across various channels.

Utilizing your mutual fund license, you will assist members with investment opportunities and insurance coverage tailored to their needs.

Key Responsibilities:
Provide comprehensive financial guidance on lending and investment options
Facilitate virtual appointments for member accessibility
Manage inbound and outbound calls,



addressing inquiries promptly
Prepare loan documents and approve within lending authority
Support online and mobile banking queries

Requirements:
3+ years in financial services, advisory experience preferred
Solid knowledge of lending and investment products
Licensed to sell mutual funds or willing to obtain
Excellent verbal communication and active listening skills
Experience in multi-channel contact center settings

Leverage your skills in financial advising, member support, and complex situation management in this engaging virtual role.
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📌 Financial Advisor Virtual Support Specialist Surrey (Canada)
🏢 Jobtailor
📍 Canada