Become a remote Financial Consultant where you assess client needs and share available options. Enjoy a no cold calling environment and maintain relationships from the first meeting. In this virtual position, you’ll evaluate client situations, manage administrative duties like notes, appointments, and CRM hygiene.

This role suits individuals who are driven, dependable, and comfortable in a competitive setting. Full training is provided to help you succeed in this remote work environment. Key Responsibilities:

- Assess client financial needs effectively
- Educate clients on available financial options
- Maintain ongoing client relationships after initial meetings
- Manage notes, appointments, and CRM updates
- Utilize current technology tools for optimal performance

Requirements:

- Comfortable working remotely and on camera
- Driven and dependable approach to client interactions
- Eagerness to learn and adapt to new challenges
- No previous financial services experience required
- Ability to manage administrative tasks efficiently

Maximize your financial consulting skills in a systematic and supportive remote setting.

📌 Remote Financial Consultant Role (Edmonton)
🏢 Aogarciaagency
📍 Edmonton