Hybrid Sales Professional PFSL

Position: Hybrid Sales Professional with PFSL
Join PFSL as a Part-Time Sales Professional in Markham, ON, where you will empower clients financially through a hybrid model of remote and in-person engagement. Your expertise in sales will play a crucial role in enhancing financial decisions.

As a Sales Professional, you will engage clients to understand their financial requirements and present suitable investment options. This role calls for strong relationship management skills and the ability to educate clients on financial principles while ensuring compliance with relevant regulations. You'll work efficiently in a hybrid setting to maximize client support.

Key Responsibilities:

• Identify and address clients' financial needs

• Present suitable investment products and financial strategies

• Build and maintain strong client relationships

• Educate clients on financial concepts and planning

• Ensure compliance with all regulatory standards

Requirements:

• Previous experience in sales and relationship management preferred

• Excellent communication and presentation skills required

• Knowledge of financial planning and regulatory compliance

• Ability to work hybrid and manage your schedule effectively

• Education or certification in finance is beneficial

Become a trusted financial advisor with PFSL in Markham to support client journeys.
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