Top Benefits
About the role
Company Description
PFSL Investments Canada Ltd, in partnership with top fund companies like Mackenzie Investments and AGF, is dedicated to helping Canadian families achieve financial independence. We provide full training, ongoing mentorship, and sponsorship for mutual fund licensing to qualified individuals looking to grow in the financial services industry.
Role Description
Join our team as a Mutual Fund Representative — work remotely from anywhere in Canada. You will be working with clients to offer investment solutions through registered accounts such as RRSP, TFSA, FHSA, RESP, as well as non-registered investment accounts.
Whether you’re just getting started or have already completed your Mutual Fund Exam through CSC or IFSE, we will support you with training and government licensing before your exam validity expires.
Key Responsibilities:
- Educate and assist clients with registered and non-registered investment options
- Offer personalized mutual fund solutions through PFSL Investments
- Work with fund companies like Mackenzie Investments and AGF
- Provide exceptional client service and portfolio support
- Manage your schedule and operate remotely with full team support
Qualifications
- Interest in finance, investing, or financial planning
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Completion of Mutual Fund Exam (CSC or IFSE) is a plus — licensing sponsorship available
- Diploma, Bachelor’s degree in Business, Finance, or related field is an asset (not mandatory)
- No prior experience required — we train the right people
What We Offer:
• Training and mentorship from experienced advisors
• Sponsorship for Mutual Fund licensing (CSC/IFSE)
• Opportunity to work with major fund companies
• Flexible schedule and remote work option
• Long-term growth potential in the financial industry
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.
Top Benefits
About the role
Company Description
PFSL Investments Canada Ltd, in partnership with top fund companies like Mackenzie Investments and AGF, is dedicated to helping Canadian families achieve financial independence. We provide full training, ongoing mentorship, and sponsorship for mutual fund licensing to qualified individuals looking to grow in the financial services industry.
Role Description
Join our team as a Mutual Fund Representative — work remotely from anywhere in Canada. You will be working with clients to offer investment solutions through registered accounts such as RRSP, TFSA, FHSA, RESP, as well as non-registered investment accounts.
Whether you’re just getting started or have already completed your Mutual Fund Exam through CSC or IFSE, we will support you with training and government licensing before your exam validity expires.
Key Responsibilities:
- Educate and assist clients with registered and non-registered investment options
- Offer personalized mutual fund solutions through PFSL Investments
- Work with fund companies like Mackenzie Investments and AGF
- Provide exceptional client service and portfolio support
- Manage your schedule and operate remotely with full team support
Qualifications
- Interest in finance, investing, or financial planning
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Completion of Mutual Fund Exam (CSC or IFSE) is a plus — licensing sponsorship available
- Diploma, Bachelor’s degree in Business, Finance, or related field is an asset (not mandatory)
- No prior experience required — we train the right people
What We Offer:
• Training and mentorship from experienced advisors
• Sponsorship for Mutual Fund licensing (CSC/IFSE)
• Opportunity to work with major fund companies
• Flexible schedule and remote work option
• Long-term growth potential in the financial industry
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.