Sales Professional, Markham

We are a licensed mutual fund dealer dedicated to helping Canadians achieve financial confidence through personalized, education-based guidance. With a focus on building strong client relationships, PFSL empowers individuals, families, and business owners to make informed decisions and create practical financial plans. Operating under strict industry standards, PFSL emphasizes financial literacy and ethical practices to promote long-term stability and well-being. Our mission is to provide accessible, transparent, and responsible financial solutions while supporting clients throughout their financial journeys.Role Description

This part-time hybrid role, based in Markham, ON, allows flexibility for remote work while requiring periodic in-person collaboration. As a Sales Professional, you will engage with clients to offer tailored solutions that empower their financial decision‑making. Key responsibilities include identifying financial needs, presenting appropriate investment products, building and maintaining client relationships, and staying informed about market trends. You will educate clients on financial principles, provide goal-oriented planning, and ensure compliance with regulatory standards.Qualifications

Sales and client relationship management skills Strong communication, presentation, and interpersonal skills Financial planning, product knowledge, and decision-making skills Ability to analyze client needs and align them with tailored solutions Knowledge of regulatory standards and compliance requirementsProficiency in time management and organizational abilities Capacity to work independently and in a hybrid environment Education or certification in finance, business, or related fields is an asset Experience in customer service, sales, or financial services is an asset, although experience is NOT requiredTraining&education support is provided. This is a 100% commission-driven opportunity.

#J-18808-Ljbffr