Enhance financial literacy as a Financial Planning Sales Qualified with PFSL Investments. Work remotely to guide clients in navigating investment options and achieving their financial goals. In this role, you will focus on identifying and educating clients, conducting thorough consultations, and providing tailored financial recommendations. Building robust relationships and delivering personalized, compliant advice is at the core of this position. You’ll play a crucial part in improving the financial well-being of individuals, families, and businesses. Key Responsibilities:
Identify prospective clients for financial planning consultations
Provide tailored education on investment products and strategies
Conduct assessments to evaluate clients' financial needs
Deliver thoughtful,



compliant financial recommendations
Stay informed about industry regulations and financial products Requirements:
Solid knowledge of investment products and financial planning
Proven skills in communication and client relationship management
Preferred experience in sales, marketing, or customer engagement
Ability to assess client needs and provide relevant advice
Familiarity with ethical standards and regulatory compliance Use your expertise to support Canadians in achieving their financial objectives and building trust in the financial industry. #J-18808-Ljbffr

📌 Financial Planning Sales Professional Remote Markham (Canada)
🏢 PFSL Investments Canada
📍 Canada