Remote Financial Services Consultant
- Cambridge, Ontario, Canada
- Remote
- Posted Oct 11, 2026
- 1 position
Opens an external site
- Employment type
- Full-time, Part-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
You will conduct video meetings with clients and manage warm leads to build a book of business. The role involves following a provided process and coaching to achieve sales targets.
Job details
Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time or part-time structure. 2. No commute. Presentations are web-based. 3. No cold calling. Conversations start with interest. 4. Promotion from production, not politics. Must-haves • Clear speech and professional presence • Ability to follow a script and then make it your own • Follow-through the same day, not “I will get to it” • Hunger to grow income with skill, not luck Apply and we will walk the role on Zoom. \n \n
What you’ll do
You will conduct video meetings with clients and manage warm leads to build a book of business. The role involves following a provided process and coaching to achieve sales targets.
Requirements
Candidates must possess clear speech, a professional presence, and the ability to follow a script. Strong follow-through and a hunger to grow income through skill development are essential.
Benefits
- Flexible schedule
- Remote work
- No commute
Listed skills
- Communication · Preferred
- Time management · Preferred
- Sales · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial consulting
- Video conferencing
- Lead management
- Communication
- Script adherence
- Time management
- Professional presence
- Sales
- Follow Through
- Zoom (Video Conferencing Tool)
- Strong Work Ethic
- Cold Calling
- Presentations
- Coaching
Job areas
- Finance & Accounting
- Sales
- Consulting
- Financial Services Consultant
- Financial Planner / Investment Consultant
- Financial and Investment Advisers
- Personal Financial Advisors
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