Become a trusted advisor in financial services with this remote role. Engage clients with transparent communication and a genuine interest in their needs to build lasting relationships.

This remote position gives you the chance to work from home while joining a supportive team. You will receive mentorship and the tools necessary to guide clients effectively. Focus on meaningful interactions rather than one-off sales, ensuring families receive the support they seek.

Key Responsibilities:
• Conduct web presentations to enroll and support clients
• Maintain ongoing relationships with your client portfolio
• Collaborate with team members for guidance and training
• Offer consultations focused on benefits conversations




• Follow proven processes tailored to client needs

Requirements:
• Excellent communication skills focused on human connection
• Strong self-discipline and motivation in a remote setting
• Willingness to adapt to established processes
• Interest in meaningful client engagement over sales approaches
• Commitment to client service and satisfaction

Support families with personalized financial services, building trust and relationships in this remote Client Advisor role.
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📌 Remote Financial Services Client Advisor (Quebec City)
🏢 AO Garcia Agency
📍 Quebec City