Virtual Relationship Manager

Jobtailor

Surrey

On-site

CAD 65,000 - 95,000

Full time

14 days+

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Job summary

Jobtailor in Canada seeks a seasoned financial advisor to guide members through lending options, investments and personalized financial health checks. You will conduct virtual appointments to boost accessibility and manage inbound and outbound member inquiries with professionalism.

In this role you will leverage mutual funds licensing and wealth partnerships to propose suitable strategies, conduct KYCs, and oversee loan documents within your lending authority while escalating complex cases as

Qualifications

At least 3+ years in a financial services environment with advisory experience.
Exposure to lending and investment products and ability to provide financial guidance.
Contact center experience considered a strong asset.
Experience in multi-channel environments: phone, email and chat preferred.
Licensed to sell mutual funds or willingness to be licensed within 6 months.
CUIC 210 and CUIC 240 certifications to be completed within stated timelines.
Experience in a professional advisory and sales environment with strong financial acumen.

Responsibilities

Provide comprehensive financial guidance to members, covering lending, investments and personalized financial health checks.
Facilitate virtual appointments to offer convenient expert advice without in-person visits.
Manage inbound and outbound calls, addressing inquiries and escalating complex issues appropriately.
Lead outbound calling best practices for effective member outreach.
Engage members in insurance coverage options via CUMIS and leverage referrals to insurance specialists.
Execute holistic, strategy-based financial advice across lending, investments, protection and day-to-day banking needs.
Onboard wealth members, provide suitability guidance, process trades and conduct KYCs.
Prepare loan documents and approve within lending authority; escalate larger loans with rationale.

Skills

Active Listening

Verbal Communication

Outbound Calling

Financial Advisory

Customer Service

Insurance Options

Lending and Investment Knowledge

Education

CUIC 210 Consumer and Residential Lending

CUIC 240 Elements of Personal Financial Planning

Mutual Fund License

Tools

Virtual Appointment Platforms

Online Banking Systems

Mobile Banking Applications

Job description

Provide comprehensive financial guidance to members, encompassing lending options, investment opportunities and personalized financial health checks.
Facilitate virtual appointments to offer convenience and accessibility, ensuring members receive expert advice without the need for in person visits.
Manage both inbound and outbound calls effectively, addressing member inquiries promptly and escalating complex issues outside of their scope to the appropriate channels.
Acts as a role model and leader in the best practices of outbound calling, utilizing outbound calling techniques to ensure efficient and effective member outreach.
As part of the lending application process, engages members in insurance coverage and provides options through CUMIS to meet member needs while also leveraging referrals to the insurance specialist.
Execute holistic advice based financial strategies by fulfilling members complex lending, investment, protection and day to day banking needs.
Holds a mutual fund license and onboards new wealth members, provides advice regarding suitability of various investments, process trades, and conduct KYCs.
Referring to guided portfolios and wealth partners as appropriate.
Prepare loan documents and approves loan within designated lending authority, referring larger loans and exceptions to management or corporate approvals with sound rationale as to why the loan should be approved.
Support members by answering questions related to member’s personal borrowing needs such as product details, payment inquiries and changes such as payment alterations, loan and mortgage payment skips, and loan and mortgage pay outs.
Provide back up support for day-to-day banking inquiries from members, answering questions about their transaction history, account packages or service charge inquiries and posts noncash transactions.
Provide online and mobile banking support to members including providing virtual walk throughs, educating on self-serve options, and providing basic technical support.

Requirements

At least 3+ years in a financial services environment with at least one year in an advisory capacity.
Exposure to lending and investment products, identifying member needs, and providing financial advice.
Contact center experience considered a strong asset.
Experience working in a multi-channel contact center environment including phone, email and chat preferred.
Licensed to sell mutual funds or willing to be licensed within 6 months
CUIC 210 Consumer and Residential lending or equivalent internal training to be completed within 12 months
CUIC 240 Elements of Personal financial planning to be completed within 24 months
Experience in a professional advisory and sales environment.
Strong financial acumen, and knowledge of financial products and service.
Intermediate to advanced understanding of retail lending including unsecured and mortgage secured lending underwriting and application processes.
Proven ability to deliver sound advice in a range of moderately complex member situations.
Excellent active listening skills verbal communication skills capable of conveying complex information clearly.

Core Competencies

Demonstrates expertise in providing comprehensive financial guidance, including lending options and investment opportunities, while effectively managing member inquiries through various communication channels. Holds a mutual fund license and possesses strong financial acumen to deliver sound advice in complex member situations.

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