Financial Services Representative

Job summary

Provide financial guidance, help clients evaluate financial options, and develop tailored financial and investment plans. Deliver exceptional customer service while helping clients pursue their financial goals and maintaining compliance with industry standards.

Job details

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

What you’ll do

Provide financial guidance, help clients evaluate financial options, and develop tailored financial and investment plans. Deliver exceptional customer service while helping clients pursue their financial goals and maintaining compliance with industry standards.

Requirements

Proficiency in finance, financial services, and investments, along with customer service, relationship-building, communication, and interpersonal skills, is expected. Experience with insurance and a background in financial advising or planning are preferred; relevant certifications or licensing, such as a mutual fund license, are an asset.

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Collaboration · Preferred
• interpersonal skills · Preferred
• Communication · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Guidance
• Financial Services
• Investments
• Financial Planning
• Insurance
• Customer Service
• Client Relationship Building
• Communication
• Interpersonal Skills
• Regulatory Compliance
• Independent Work
• Collaboration

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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