Virtual Advisor, Wealth Desk

Alterna Savings; Toronto; Remote; CAD 50,000 - 70,000; Full time

Job summary

Tutor Me Education is seeking an outstanding communicator and relationship manager to serve as the primary contact for families, students, and instructors in our Special Education Tutoring program. This role focuses on case management, not instruction, and you will be the calm, organized voice ensuring schedules run smoothly and families feel supported.

Responsibilities include intake calls, scheduling across multiple students and platforms, proactive updates to families, and coordination with

Qualifications

• Excellent verbal and written English communication skills—required and heavily assessed in our interview process.
• Reliable high-speed internet, a working webcam, and a headset for virtual meetings.
• Comfortable learning and using multiple software platforms (Google Workspace/Microsoft Office; scheduling and CRM tools trained on the job).
• Prior experience in a remote/virtual role strongly preferred.
• Strong organizational skills and ability to manage multiple priorities independently.
• Customer service, account management, or client-facing experience preferred.
• Some experience in an educational setting required (school, tutoring, or similar) — experience with special education, IEPs, or students with disabilities is strongly preferred.

Responsibilities

• Serve as primary relationship manager for a caseload of families.
• Conduct intake calls with new families and set expectations clearly.
• Build and manage class schedules across multiple students, teachers, and platforms.
• Communicate proactively with families about scheduling, progress, and concerns.
• Monitor student progress and flag concerns to the appropriate specialist.
• Coordinate with instructors to ensure sessions run smoothly.
• Navigate multiple software systems daily (scheduling platforms, spreadsheets, video conferencing, CRM/case management tools).
• Represent Tutor Me Education professionally in every interaction.
• Support oversight of IEP/504 accommodation compliance (full training provided).

Skills

Outstanding communicator

Tech-savvy

Professional demeanor

Special ed exp

Education

Bachelor’s degree preferred

Tools

CRM tools

Job description

Tutor Me Education is looking for an outstanding communicator and relationship manager to serve as the primary point of contact for families, students, and instructors in our Special Education Tutoring program. This role is about case management, not instruction — you'll be the calm, organized, professional voice that keeps families informed, schedules running smoothly, and everyone feeling taken care of. Strong candidates from customer service, account management, hospitality, or virtual operations backgrounds are encouraged to apply as long as they have some educational experience.

What You’ll Do

• Serve as the primary relationship manager for a caseload of families — building trust, answering questions, and being their go-to contact
• Conduct intake calls with new families and set expectations clearly and confidently
• Build and manage class schedules across multiple students, teachers, and platforms
• Communicate proactively with families about scheduling, progress, and any concerns — via phone, video, and written correspondence
• Monitor student progress and flag concerns to the appropriate specialist
• Coordinate with instructors to ensure sessions run smoothly
• Navigate multiple software systems daily (scheduling platforms, spreadsheets, video conferencing, CRM/case management tools) without missing a beat
• Represent Tutor Me Education professionally in every interaction — you are often the face of the company to our families
• Support basic oversight of IEP/504 accommodation compliance (full training provided — deep SPED expertise not required)

What We’re Looking For (in priority order)

• Outstanding communicator. You speak clearly, confidently, and warmly — on the phone, on video, and in writing. You can deliver hard news to a frustrated parent without sounding defensive, and you make people feel heard.
• Tech-comfortable and virtual-ready. You show up to virtual meetings with a working camera and headset, a quiet professional space, and you move between multiple platforms (spreadsheets, scheduling tools, video conferencing) without friction.
• A true professional who represents our brand well. You're organized, reliable, and composed under pressure. Families and school partners should always come away with a great impression of our company because of you.
• Special education experience strongly preferred. Direct experience with IEPs, 504 plans, or students with disabilities is a significant advantage and will be weighted favorably. Candidates with strong general education or tutoring experience — and exceptional performance on 1-3 above — will also be considered. All candidates should be ready to build fluency with IEP/504 basics, academic frameworks, and case management systems.

Requirements

• Excellent verbal and written English communication skills — required, and heavily assessed in our interview process
• Reliable high-speed internet, a working webcam, and a headset/microphone for virtual meetings
• Comfortable learning and using multiple software platforms (Google Workspace/Microsoft Office required; scheduling and CRM tools trained on the job)
• Prior experience in a remote/virtual role strongly preferred
• Strong organizational skills and ability to manage multiple priorities independently
• Customer service, account management, or client-facing experience preferred
• Bachelor’s degree preferred, not required
• Some experience in an educational setting required (school, tutoring, or similar) — experience with special education, IEPs, or students with disabilities is strongly preferred