Shape financial futures as a Virtual Financial Advisor with Prospera. This hybrid role supports remote communication while providing comprehensive financial guidance to members across British Columbia.
Prospera is seeking a Virtual Financial Advisor to offer expert support and personalized advice in lending and investment solutions. The ideal candidate will have a minimum of three years in financial services, including contact center experience and the ability to conduct virtual appointments. This role requires effective communication and a proactive approach to member needs, contributing to their overall financial health.
Key Responsibilities:
• Provide financial guidance on lending and investment options
• Facilitate virtual appointments for member accessibility
• Manage inbound and outbound calls to address inquiries
• Execute financial strategies to meet member needs
• Prepare and approve loan documents within authority
Requirements:
• 3+ years in financi...