Company Description
PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to helping Canadians achieve financial confidence through education-based guidance. We partner with individuals, families, and business owners to create practical, goal-oriented financial plans that prioritize transparency and long-term relationships. With a commitment to financial literacy, responsible planning, and accessible support, PFSL empowers clients to make informed decisions and take charge of their financial futures. Operating under strict regulatory standards, we aim to promote financial stability and well-being for Canadians across all life stages.
Role Description
This is a contract hybrid role for a Financial Services Representative, based in Markham, ON, with flexibility for occasional remote work. Primary responsibilities include providing financial guidance, assisting clients in evaluating financial options, developing tailored financial and investment plans, and delivering exceptional customer service. The representative will utilize their knowledge of financial services, investments, and insurance to help clients achieve their financial goals and maintain compliance with industry standards.
Qualifications
- Proficiency in Finance, Financial Services, and Investments
- Strong Customer Service skills with the ability to build and maintain client relationships
- Experience with Insurance as part of comprehensive financial planning
- Excellent communication and interpersonal abilities
- Ability to work independently and collaboratively in a hybrid work environment
- Completion of relevant certifications and/or licensing (e.g., mutual fund license) is an asset
- Background in financial advising, planning, or related areas is preferred
