Company Description We are a licensed mutual fund dealer focused on helping Canadians build financial confidence through education-based guidance. The organization supports individuals, families, and business owners in understanding their financial options, making informed decisions, and creating practical, goal-oriented financial plans. PFSL emphasizes clarity, transparency, and long-term client relationships, encouraging clients to take an active role in shaping their financial futures.

Through a nationwide network of trained representatives and strong regulatory standards, PFSL promotes financial literacy, responsible planning, and ethical advisory practices. The company is committed to accessible, pressure-free conversations that empower clients to pursue greater financial stability and well-being.

Role Description This role is based in Markham, ON, with the flexibility to complete some responsibilities from home.

The Sales

Professional will meet with prospective and existing clients to discuss financial goals, explain mutual fund options, and support clients in building clear, realistic financial strategies. Day-to-day tasks include prospecting and networking, conducting needs-based assessments, preparing and delivering client presentations, and following up to maintain ongoing advisory relationships. The role involves using PFSL tools and resources to organize client information, document recommendations,



and ensure compliance with regulatory standards. The sales professional will collaborate with the broader PFSL team, participate in training, and stay current on product offerings and industry developments.

Qualifications

- Strong client relationship skills, including active listening, clear communication, and a service-oriented approach.
- Ability to explain financial concepts in straightforward terms and support clients in understanding investment and planning options.
- Comfort with prospecting, networking, and conducting professional sales conversations in person and virtually.
- Organizational and time-management skills to handle appointments, documentation, and follow-up activities efficiently.
- Basic proficiency with digital tools and platforms used for client communication, record-keeping, and remote work.
- Commitment to ethical conduct, regulatory compliance, and suitability standards in all client interactions.
- Interest in financial literacy, personal finance, or investments; prior experience in financial services or sales is an asset.
- Relevant licensing or willingness to obtain required mutual fund and regulatory credentials according to provincial rules.
- Ability to work both independently and collaboratively within a supportive training and mentorship environment.

This role pays on a commission basis only.

📌 Sales Professional (Markham)
🏢 PFSL Investments Canada
📍 Markham