Remote Client Advocate

Burnaby, British Columbia, Canada
Remote
Posted Oct 9, 2026
1 position

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

Job summary

You will be responsible for enrolling and supporting clients within the financial services sector. The role involves conducting web presentations and maintaining long-term relationships with a portfolio of clients.

Job details

Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders who stay involved. 4. A schedule you can build around real life. 5. A portfolio you keep serving — not a stack of one-off calls. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” Apply today. We outline the role on Zoom so you can decide if it is actually a fit. \n \n

What you’ll do

Requirements

Candidates must possess clear communication skills and the discipline to work independently without direct supervision. An openness to following a proven process and an interest in financial benefits conversations are required.