Remote Client Consultation Specialist

Vaughan, 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

Engage with warm leads to provide financial service consultations and support families in protecting their income and future. Maintain a structured daily schedule while participating in ongoing coaching and training.

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

Requirements

Candidates must demonstrate punctual follow-up, a professional video presence, and the ability to quickly learn new tools. A respectful demeanor toward clients is essential for success in this role.