Virtual Relationship Manager (Hybrid)

Surrey, BC
Hybrid
Posted Jul 22, 2026
1 position

$54,000–$67,500 / year

Opens an external site

Employment type: Full-time
Experience level: Mid-level · 3+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week
Office presence: 1 days per week

Job summary

Job details

Provide comprehensive financial guidance, including lending and investment advice, while managing inbound and outbound member calls. Facilitate virtual appointments and support members with online banking, loan documentation, and account inquiries. Requires at least 3 years of experience in a financial services environment with advisory capacity and proficiency in lending and investment products. Candidates must hold or be willing to obtain a mutual fund license and possess strong communication and financial acumen.

What you’ll do

Requirements

Requires at least 3 years of experience in a financial services environment with advisory capacity and proficiency in lending and investment products. Candidates must hold or be willing to obtain a mutual fund license and possess strong communication and financial acumen.