Virtual Relationship Manager (Hybrid)
- Surrey, BC
- Hybrid
- Posted Jul 22, 2026
- 1 position
$54,000–$67,500 / year
Applications are currently unavailable for this posting.
Browse current jobs- Employment type
- Full-time
- Experience level
- 3+ years
- Minimum education
- Professional degree
- Posting language
- English
- Office presence
- 1 days per week
Job summary
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.
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
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.
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.
Benefits
- Flexible Benefits Program
- Defined Contribution Retirement Plan
- Vacation time
- Personal time
- Wellness time
- Vacation Bonus Days
- Professional development
Listed skills
- Technical Support · Preferred
- Customer service · Preferred
- Sales · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial guidance
- Lending
- Investment management
- Outbound calling
- Inbound calling
- Mutual fund licensing
- KYC compliance
- Loan documentation
- Financial advice
- Active listening
- Verbal communication
- Technical support
- Customer service
- Sales
- Retail lending
Job areas
- Finance & Accounting
- Customer Service & Support
- Sales
- Management & Leadership
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