Family Services Advisor - Remote

Markham, Ontario, Canada
Remote
Posted Oct 22, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Posting language: English
Working hours: 40 hours per week

Job summary

You will engage with warm leads to provide financial services and protect family income. The role involves structured daily activities and participating in coaching sessions to ramp up performance.

Job details

Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why this is different 1. The work has a point — families protecting income and future. 2. Home base. No office required. 3. You are trained before you are expected to perform. 4. Your pipeline is warm leads. 5. High performers get a leadership track. We hire for • On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n \n

What you’ll do

You will engage with warm leads to provide financial services and protect family income. The role involves structured daily activities and participating in coaching sessions to ramp up performance.

Requirements

Candidates must demonstrate prompt follow-up, professional video presence, and the ability to learn new tools quickly. A respectful approach to client interactions is essential for success in this role.