Sales Professional

PFSL Investments Canada Ltd; Markham; Hybrid; CAD 30,000 - 70,000; Part time

Job summary

PFSL Investments Canada Ltd in Markham, Ontario, is seeking financial advisors to empower Canadians with tailored financial education and planning. In this role, you'll identify potential clients, assessing their financial needs and providing personalized advice. Strong communication and sales skills are essential, along with the ability to maintain client portfolios.

The position allows for remote work flexibility and is commission-only, requiring self-motivation and a commitment to ethical practices. Training is provided to ensure success.

Qualifications

• Knowledge of financial planning, investment products, and financial literacy.
• Strong communication and client relationship-building skills.
• Sales, marketing, and customer engagement experience is preferred.

Responsibilities

• Identify potential clients and provide tailored financial education.
• Build strong client relationships and conduct consultations.
• Maintain client portfolios and stay informed about industry regulations.

Skills

Financial planning knowledge

Sales and marketing experience

Strong communication skills

Client relationship-building

Time management skills

Job description

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 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
• Strong 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.