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 planning. The organization supports individuals, families, and business owners in understanding their financial options, making informed decisions, and creating goal-focused financial strategies. PFSL operates through a nationwide network of trained representatives who emphasize clarity, transparency, and long-term client relationships.

The company promotes financial literacy and accessible advice, encouraging clients to actively shape their financial futures with support grounded in professionalism and care. PFSL adheres to strong regulatory standards and ethical practices to help clients pursue greater financial stability and well-being.

Role Description The Financial Services Representative is a full-time, on-site position based in North York, ON. In this role, the representative meets with clients to understand their financial goals, explain available products and services, and provide education-based guidance on savings, investments, insurance, and overall financial planning. Day-to-day activities include conducting client consultations, preparing and presenting tailored financial recommendations,



and maintaining accurate records in compliance with regulatory requirements.

The representative collaborates with internal teams, participates in training and development sessions, and follows up with clients to monitor progress and adjust plans as needed. The role requires consistent, professional client service and a commitment to building long-term advisory relationships.

Qualifications

- Strong knowledge of Finance and Financial Services, including personal financial planning and budgeting.
- Understanding of Investments, such as mutual funds and other regulated products, with the ability to explain options clearly.
- Proficiency in Customer Service, including active listening, empathy, and clear communication with diverse clients.
- Relevant industry licensing or willingness to obtain required mutual fund and insurance licenses in Ontario.
- Strong analytical and problem-solving skills, with attention to detail and regulatory compliance.
- Comfort with using digital tools and CRM systems to document client interactions and manage follow-ups.
- Post-secondary education in finance, business, economics, or a related field is an asset.
- Ability to work on-site in North York, ON, and build lasting qualified relationships with clients.

📌 Financial Services Representative (North York)
🏢 PFSL Investments Canada
📍 North York