Support clients from home as a Virtual Financial Services Consultant. Assess client needs, provide informative options, and maintain relationships for long-term success in a convenient virtual environment.

In this role, you’ll focus on understanding clients’ financial needs while delivering expert advice on available options. With no cold calling involved, you will benefit from a qualified-interest pipeline and the prospect for performance-based advancement. Administrative tasks such as note-taking and CRM maintenance are integral to ensuring efficient operations.

Key Responsibilities:
• Assess client financial needs through virtual consultations
• Educate clients on available financial options
• Maintain ongoing relationships with clients post-consultation




• Keep meticulous notes and manage appointments
• Ensure CRM data integrity and hygiene

Requirements:
• Driven and comfortable in a competitive environment
• Trainable and dependable in daily tasks
• Proficient with current technology and virtual communication
• Ability to conduct meetings via camera
• Prior experience in financial services is a plus

Embrace a fulfilling role by connecting with clients and providing vital financial insights from the comfort of your home.
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📌 Virtual Financial Services Consultant (Ontario)
🏢 Lever
📍 Ontario