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 opportunity for performance-based advancement. Administrative tasks such as note-taking and CRM maintenance are integral to ensuring productive 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.

📌 Virtual Financial Services Consultant (Edmonton)
🏢 Lever
📍 Edmonton