First seen by our source: 2 hours ago
Financial Services Representative
@ PFSL Investments Canada Ltd
York, Ontario
Overview
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.
Responsibilities:
- 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
Requirements summary:
- 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 and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Finance & accounting |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer moderate |
| Languages | English |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance, Business, Economics |
Summary and details written by AI from the posting; the employer’s posting is the authority.
PFSL Investments Canada Ltd
| Field | Value |
|---|---|
| Open jobs on Jobsy | 4 |
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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