Become a Remote Financial Services Advisor, offering expert guidance to members in a adaptable virtual setting. Focus on lending, investments, and personal financial health. This position demands over three years of financial services experience, emphasizing advisory roles.

You will efficiently manage calls, engage members in the lending process, and provide tailored financial advice. Holding a mutual fund license, you'll assist in executing holistic investment strategies and facilitating virtual appointments for comprehensive financial interactions. Key Responsibilities:
Provide financial advice on loans and investment opportunities
Facilitate virtual meetings ensuring member accessibility
Address member inquiries through effective communication




Prepare and approve loan documentation where applicable
Offer support for online banking and transaction inquiries Requirements:
3+ years of experience in financial services setting
Familiar with lending products and financial advisory
Must attain mutual fund license within 6 months
Strong communication skills and active listening abilities
Experience in multi-channel contact centers beneficial Leverage your financial expertise and support skills in this rewarding remote advisory role.

📌 Remote Financial Services Advisor Surrey (Canada)
🏢 Jobtailor
📍 Canada