Financial Representative

A Financial Representative at PFS Investments Canada (a subsidiary of Primerica) plays a pivotal role in assisting clients with their financial well-being. This position is ideal for individuals passionate about finance and client service, offering opportunities for personal growth and career advancement.

Job Overview

Position: Financial Services Representative

Location: Toronto, ON

Employment Type: Full-time, Part-time, Entry-Level

Training: Comprehensive training provided; licensing support available

Key Responsibilities

Client Education: Educate clients on financial concepts such as budgeting, debt management, retirement planning, and insurance options.

Financial Analysis: Conduct needs assessments to understand clients' financial situations and goals.

Product Recommendations: Present and explain financial products, including life insurance, investment options, and debt management solutions.

Relationship Building: Build and maintain strong relationships with clients to foster trust and loyalty.

Compliance: Ensure all client interactions and transactions comply with regulatory standards and company policies.

Training and Development: Participate in ongoing training to stay updated on financial products, market trends, and regulatory changes.

Ideal Candidate Profile

Education: High school diploma required; a degree in finance, business, or a related field is a plus.

Skills: Strong interpersonal and communication skills, sales ability, and a customer-focused mindset.

Experience: Previous experience in sales or financial services is beneficial but not mandatory.

What PFSL Investments Canada Offers

Comprehensive Training Programs: Equipping you with the knowledge and skills needed for success.

Flexible Working Hours: Allowing for a balanced work-life integration.

Opportunities for Advancement: Clear career progression paths within the organization.

Supportive Team Environment: Collaborative culture fostering growth and development.

Residual Income Opportunities: Multiple income streams through client relationships.