PFSL Investments is a licensed mutual fund dealer dedicated to empowering Canadians with financial knowledge and tailored guidance. Through education-driven financial planning, our advisors helps individuals, families, and businesses navigate financial decisions and build practical, goal-oriented strategies. With a robust focus on financial literacy and long-term client relationships, we foster transparency, trust, and qualified support. Operating under strict regulatory standards, we are committed to promoting responsible financial planning and improving financial well‑being for Canadians. Our team, comprised of trained representatives across the country, ensures clients receive personalized, accessible, and professional services.

Role Description

This opportunity comes with the flexibility to work remotely for some tasks. The role involves identifying potential clients, providing tailored financial education, and guiding clients through investment and financial planning options. Responsibilities include building strong client relationships, conducting consultations to evaluate financial goals,



and offering thoughtful, compliant financial recommendations. Additional tasks may include maintaining client portfolios and staying informed about financial products and industry regulations.

Qualifications
Knowledge of financial planning, investment products, and financial literacy
Solid communication, presentation, and client relationship‑building skills
Sales, marketing, and customer engagement experience is preferred
Ability to assess client financial needs and provide tailored advice
Proficiency in time management and multitasking, with attention to detail
Familiarity with relevant regulatory standards and ethical financial practices
Proven ability to work independently and collaboratively in a hybrid environment
Prior experience in financial services or related fields is an asset, but not required

Complete training and education is provided.

This role pays on a commission‑only basis.
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📌 Sales Professional Markham
🏢 PFSL Investments Canada
📍 Markham