Sales Consultant at PFSL

Transform client financial journeys as a Part-Time Sales Consultant with PFSL in Markham, ON. This hybrid role merges remote and face-to-face client engagements to enrich their financial decision-making process.

In this role, your expertise in sales and relationship management is vital for guiding clients through their financial needs. You will present appropriate investment solutions and foster strong client relationships while educating them on fundamental financial principles. Additionally, compliance with regulatory standards is crucial to maintaining trust and integrity in client interactions.

Key Responsibilities:

• Engage clients to discover their unique financial needs

• Present tailored investment plans and products

• Develop and maintain strong client relationships

• Educate clients on crucial financial concepts

• Ensure all activities comply with regulatory standards

Requirements:

• Experience in sales and relationship management preferred

• Strong communication and presentation skills required

• Knowledge of financial planning and compliance standards

• Ability to work hybrid and manage time effectively

• Education or certification in finance is advantageous

Use your sales prowess to become a trusted advisor for clients at PFSL in Markham.
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