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Financial Services Representative

@ PFSL Investments Canada Ltd

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Markham, Ontario

Contrat
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PFSL Investments Canada Ltd is hiring a contract Financial Services Representative in Markham, ON, on a hybrid schedule with occasional remote work. The role provides financial guidance, helps clients evaluate options, and builds tailored financial and investment plans. The posting asks for finance, investment and insurance knowledge and a mutual fund licence as an asset.

Responsabilités :

  • Provide financial guidance to clients
  • Assist clients in evaluating financial options
  • Develop tailored financial and investment plans
  • Deliver exceptional customer service
  • Maintain compliance with industry standards

Résumé des exigences :

  • Proficiency in finance, financial services and investments
  • Experience with insurance in financial planning
  • Strong customer service and client relationship skills
  • Excellent communication and interpersonal abilities
  • Mutual fund licence or certifications an asset
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-11-12
Première détection par notre source
2026-11-14
Mise à jour du dossier source
2026-11-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

DomaineFinance et comptabilité
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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PFSL Investments Canada Ltd

Toutes ses offres
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Description
Company Description

PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to helping Canadians achieve financial confidence through education-based guidance. We partner with individuals, families, and business owners to create practical, goal-oriented financial plans that prioritize transparency and long-term relationships. With a commitment to financial literacy, responsible planning, and accessible support, PFSL empowers clients to make informed decisions and take charge of their financial futures. Operating under strict regulatory standards, we aim to promote financial stability and well-being for Canadians across all life stages.

Role Description

This is a contract hybrid role for a Financial Services Representative, based in Markham, ON, with flexibility for occasional remote work. Primary responsibilities include providing financial guidance, assisting clients in evaluating financial options, developing tailored financial and investment plans, and delivering exceptional customer service. The representative will utilize their knowledge of financial services, investments, and insurance to help clients achieve their financial goals and maintain compliance with industry standards.

Qualifications
  • Proficiency in Finance, Financial Services, and Investments
  • Strong Customer Service skills with the ability to build and maintain client relationships
  • Experience with Insurance as part of comprehensive financial planning
  • Excellent communication and interpersonal abilities
  • Ability to work independently and collaboratively in a hybrid work environment
  • Completion of relevant certifications and/or licensing (e.g., mutual fund license) is an asset
  • Background in financial advising, planning, or related areas is preferred

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