One million success stories. Start yours today.

Financial Services Representative

Date Posted: Jun 29, 2026
Yearly: C$ - C$
Apply Now

Job Detail

  • location_on
    Location North York, Canada
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 27, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

As a Financial Services Representative at PFS Investment, you will help middle-income families in North America enhance their financial literacy and achieve their financial goals. The role focuses on client assessment, tax planning, and ensuring compliance with industry regulations while maintaining a strong commitment to client needs and ethical standards.

Key responsibilities

  • Conduct thorough assessments of clients' financial status to understand their goals and needs
  • Collaborate with clients and tax professionals to develop tax-efficient strategies
  • Educate clients about financial concepts and investment principles
  • Adhere to legal and ethical standards in all client interactions
  • Maintain client confidentiality and compliance with industry regulations

Required skills

  • Strong communication skills
  • Ability to work collaboratively and independently
  • Experience in a customer-oriented position (3 to 5 years)
  • Basic understanding of government financial programs and policies
  • Fluency in a second language is an asset
  • Knowledge in accounting, financial planning, tax planning, and regulatory compliance

What the company offers

  • Recognition as a respected financial company
  • Awards for being a top employer for women and diversity

Skills Required

Company Overview

PFS Investment
North York, Canada
2 Current Jobs Openings

PFS Investment, known as Primerica Inc., is an award-winning company focused on providing financial services to middle-income families across North America. Since its founding in 1977, the company has emphasized helping clients earn more money and sa... Read More

Google Map

Related Jobs