Remote Financial Services Consultant

Lever, Inc.; Toronto; Remote; CAD 34,000 - 55,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Performance-based advancement

Job summary

Lever, Inc. is hiring a virtual consultant who assesses client needs, educates options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, enabling smooth, ongoing engagement.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This remote position offers full training, a current tech stack, and a clear path for advancement.

Qualifications

• Ability to assess client needs and educate options clearly.
• Maintain ongoing relationships after initial meeting.
• Strong administrative discipline for notes, scheduling, and data hygiene.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

Clear communication

Adaptability

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.