At PFSL, we believe in empowering both our clients and our team. As an Investment Advisor, you'll have the opportunity to help clients achieve their financial goals while receiving the support and resources you need to succeed in your career.

What You Do Best:

• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• You're a self-starter – someone who wants to make their day their own.
• You're driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

A Few Details About What We're Looking For:

• You have completed the Canadian Securities Course (CSC) or will before your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You have strong relationship-building skills and can connect with all types of individuals.

Nice to Have:

• Experience in a direct marketing role, and financial services, and shown success in high-value sales and business development, regardless of industry/discipline.
• Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

Job Skills: Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
Apply Today: Take the next step in your career and join a team dedicated to your success. If you meet the qualifications and are ready to make a meaningful impact, we'd love to hear from you.

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