Company Description

PFSL Investments Canada Ltd, in partnership with top fund companies like Mackenzie Investments and AGF, is dedicated to helping Canadian families achieve financial independence. We provide full training, ongoing mentorship, and sponsorship for mutual fund licensing to qualified individuals looking to grow in the financial services industry.

Role Description

Join our team as a Mutual Fund Representative — work remotely from anywhere in Canada. You will be working with clients to offer investment solutions through registered accounts such as RRSP, TFSA, FHSA, RESP, as well as non-registered investment accounts.

Whether you’re just getting started or have already completed your Mutual Fund Exam through CSC or IFSE, we will support you with training and government licensing before your exam validity expires.

Key Responsibilities:

Educate and assist clients with registered and non-registered investment options
Offer personalized mutual fund solutions through PFSL Investments
Work with fund companies like Mackenzie Investments and AGF
Provide exceptional client service and portfolio support
Manage your schedule and operate remotely with full team support

Qualifications

Interest in finance, investing, or financial planning
Excellent communication and interpersonal skills
Ability to work independently and remotely
Completion of Mutual Fund Exam (CSC or IFSE) is a plus — licensing sponsorship available
Diploma, Bachelor’s degree in Business, Finance, or related field is an asset (not mandatory)
No prior experience required — we train the right people

What We Offer:

• Training and mentorship from experienced advisors

• Sponsorship for Mutual Fund licensing (CSC/IFSE)

• Opportunity to work with major fund companies

• Flexible schedule and remote work option

• Long-term growth potential in the financial industry