Sales Professional (Markham)

Sales Professional (Markham)

26 Oct
|
PFSL Investments Canada
|
Markham

26 Oct

PFSL Investments Canada

Markham

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 strong focus on financial literacy and long-term client relationships, we foster transparency, trust, and professional 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 DescriptionThis 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 robust 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.QualificationsKnowledge of financial planning, investment products, and financial literacyStrong communication, presentation, and client relationship‐building skillsSales, marketing, and customer engagement experience is preferredAbility to assess client financial needs and provide tailored adviceProficiency in time management and multitasking, with attention to detailFamiliarity with relevant regulatory standards and ethical financial practicesProven ability to work independently and collaboratively in a hybrid environmentPrior experience in financial services or related fields is an asset, but not requiredComplete training and education is provided.This role pays on a commission‐only basis.

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

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