Company Description PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to helping Canadians build financial confidence through education-based guidance and practical, goal-focused planning. The organization supports individuals, families, and business owners in understanding their financial options, making informed decisions, and organizing their financial priorities. PFSL operates through a network of trained representatives across Canada who emphasize clarity, transparency, and long-term client relationships. The company focuses on financial literacy, responsible planning, and accessible advice, encouraging clients to actively shape their financial futures. PFSL adheres to strong regulatory and ethical standards, promoting suitability, ongoing client service, and long-term financial well-being.
Role Description This role is a hybrid position based in Markham, with some work-from-home flexibility. The Sales Professional will engage prospective and existing clients to discuss their financial goals, explain our mutual fund offerings, and support education-based financial decision-making. Daily activities include prospecting and follow-up, conducting client meetings (in person and virtually), gathering client information, and presenting suitable investment options in alignment with regulatory requirements and company guidelines. The role also involves maintaining accurate records, participating in training sessions, and collaborating with team members to support outreach initiatives and client service. The Sales Professional is expected to promote financial literacy, build long-term client relationships, and represent PFSL with professionalism and integrity.
Qualifications
- Strong interpersonal, communication, and client relationship-building skills, with the ability to explain financial concepts clearly and without pressure.
- Sales and business development capabilities, including prospecting, networking, and follow-up to build and maintain a client base.
- Organizational and time management skills to balance part-time hours, client appointments, and administrative tasks in a hybrid work environment.
- Interest in financial services, investment products, and financial literacy, with a commitment to ongoing learning and adherence to regulatory standards.
- Comfort with using digital tools, CRM systems, and virtual meeting platforms to support hybrid client interactions.
- Ability to work independently while collaborating effectively with colleagues and supervisors.
- Completion of, or willingness to pursue, required mutual fund licensing and regulatory certifications for the province of Ontario.
- Previous experience in financial services, sales, or customer-facing roles is an asset, but candidates with strong motivation and willingness to learn are encouraged to apply.
The compensation is paid ona commission basis only.
