Financial Services Representative

@ PFSL Investments Canada Ltd

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York, Ontario

Temps partiel

Postuler

SIGNAUX

En bref

PFSL Investments Canada Ltd is hiring a part-time, on-site Financial Services Representative in North York, ON. The role meets clients to review finances, discuss goals and explain investment and insurance options, and helps build and update financial plans with regular follow-up. The posting requires strong client communication and willingness to obtain mutual fund and insurance licences; no salary is stated.

Responsabilités :

Meet clients to review finances and goals
Explain investment and insurance options
Gather and organize client information
Prepare basic financial snapshots
Support development and revision of financial plans

Résumé des exigences :

Ability to explain concepts in clear language
Customer service experience building trust
Willingness to obtain mutual fund and insurance licences
Strong communication and listening skills
Attention to detail and accurate documentation
Post-secondary education in finance is an asset

Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur: Non fourni
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

Domaine	Finance et comptabilité
Déplacements	avion : aucun · route : aucun
Milieu de travail	Bureau
Position	Surtout assis
Exigences physiques	physique faible · ordinateur modéré
Langues	English
Formation	Baccalauréat (préféré)
Domaines d’études	Finance, Business, Economics

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

Postuler

PFSL Investments Canada Ltd

Toutes ses offres

Champ	Valeur
Offres sur Jobsy	4

Description

Company Description PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to helping Canadians build financial confidence through education-based financial guidance. The organization supports individuals, families, and business owners in understanding their financial options, making informed decisions, and creating practical, goal-focused financial plans. PFSL emphasizes clarity, transparency, and long-term relationships, encouraging clients to actively participate in shaping their financial futures. Representatives across Canada provide structured resources to help clients organize their finances, align priorities, and plan for both short-term needs and long-term goals. Operating under strong regulatory standards, PFSL is committed to ethical practice, suitability, and ongoing client service to promote greater financial stability and well-being.

Role Description This is a part-time, on-site Financial Services Representative role based in North York, ON. The Financial Services Representative will meet with clients to review their financial situations, discuss goals, and explain available options in areas such as investments and insurance. The role includes gathering and organizing client information, preparing basic financial snapshots, and helping clients understand the implications of different planning strategies. The representative will provide education-focused guidance, support clients in developing and revising financial plans, and follow up regularly to maintain clear communication and ongoing service.

Qualifications

Strong ability to explain concepts in clear, accessible language.
Experience or training in customer service, with a focus on building trust and long-term client relationships.
Relevant industry licensing or willingness to obtain required mutual fund and insurance licenses.
Strong communication, interpersonal, and listening skills, with attention to detail and accuracy in documentation.
Ability to work on-site in North York, ON, manage a part-time schedule, and comply with regulatory and ethical standards.
Post-secondary education in finance, business, economics, or a related field is an asset but not mandatory.

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