Mutual Funds & Financial Services Representative
Top Benefits
About the role
Company Description PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to making financial literacy accessible to everyday Canadian families. Through education-based guidance, our representatives help clients understand their options, reduce debt, and build clear, goal-focused financial strategies for the future. We operate on principles of transparency, financial education, and long-term client relationships. Role Description We are looking for motivated individuals to join our Montreal team as Mutual Funds & Financial Services Representatives. This is an independent contract position with a flexible, hybrid work structure.
You will start by learning the foundations of client development—meeting with individuals and families to help them organize their finances and understand investment options like mutual funds. As you grow, leadership opportunities are available where you will transition into training, mentoring, and managing your own team of licensed representatives.
No prior financial experience? We will train you. We provide comprehensive study support to help you obtain your required provincial financial and mutual fund licensing. Key Responsibilities Client Development: Connect with individuals and families to conduct basic financial reviews and introduce educational concepts. Financial Guidance: Help clients understand mutual funds and basic financial strategies in clear, everyday terms. Leadership & Growth: Build, train, and manage a team of licensed representatives as you scale your business. Compliance & Care: Assist clients with onboarding paperwork and maintain accurate records according to industry regulations. Compensation & Benefits Uncapped Commission Earnings: This is an independent contractor (1099) role. Your upfront income is directly tied to your personal production, client solutions, and team production, offering unlimited earning potential. Building a Book of Business (Recurring Income): Beyond upfront commissions, you can build long-term, recurring revenue through Dealer Service Fees (DSFs). As you help clients invest and grow their assets over time, you earn ongoing trailing compensation for maintaining high-quality service. Performance Bonuses: Regular opportunities for production-based bonuses and leadership overrides as you build and coach your team. Flexible Schedule: Complete control over your hours, allowing you to build your business full-time or transition into it part-time around your current commitments. Licensing Support: Access to structured training programs and study materials to help you successfully pass your provincial licensing exams. Qualifications People-First Mindset: You genuinely love teaching, helping others, and building long-term relationships. Coachability: Passionate about financial education and fully willing to go through our training program to become provincially certified. Communication: Ability to explain concepts with patience and clarity. Proficiency in English is required; French language skills are a strong asset for the Quebec market. Work Authorization: Must be a Canadian Citizen, Permanent Resident, or hold an Open Work Permit.
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.
Similar Jobs
Mutual Funds & Financial Services Representative
Top Benefits
About the role
Company Description PFSL Investments Canada Ltd. is a licensed mutual fund dealer dedicated to making financial literacy accessible to everyday Canadian families. Through education-based guidance, our representatives help clients understand their options, reduce debt, and build clear, goal-focused financial strategies for the future. We operate on principles of transparency, financial education, and long-term client relationships. Role Description We are looking for motivated individuals to join our Montreal team as Mutual Funds & Financial Services Representatives. This is an independent contract position with a flexible, hybrid work structure.
You will start by learning the foundations of client development—meeting with individuals and families to help them organize their finances and understand investment options like mutual funds. As you grow, leadership opportunities are available where you will transition into training, mentoring, and managing your own team of licensed representatives.
No prior financial experience? We will train you. We provide comprehensive study support to help you obtain your required provincial financial and mutual fund licensing. Key Responsibilities Client Development: Connect with individuals and families to conduct basic financial reviews and introduce educational concepts. Financial Guidance: Help clients understand mutual funds and basic financial strategies in clear, everyday terms. Leadership & Growth: Build, train, and manage a team of licensed representatives as you scale your business. Compliance & Care: Assist clients with onboarding paperwork and maintain accurate records according to industry regulations. Compensation & Benefits Uncapped Commission Earnings: This is an independent contractor (1099) role. Your upfront income is directly tied to your personal production, client solutions, and team production, offering unlimited earning potential. Building a Book of Business (Recurring Income): Beyond upfront commissions, you can build long-term, recurring revenue through Dealer Service Fees (DSFs). As you help clients invest and grow their assets over time, you earn ongoing trailing compensation for maintaining high-quality service. Performance Bonuses: Regular opportunities for production-based bonuses and leadership overrides as you build and coach your team. Flexible Schedule: Complete control over your hours, allowing you to build your business full-time or transition into it part-time around your current commitments. Licensing Support: Access to structured training programs and study materials to help you successfully pass your provincial licensing exams. Qualifications People-First Mindset: You genuinely love teaching, helping others, and building long-term relationships. Coachability: Passionate about financial education and fully willing to go through our training program to become provincially certified. Communication: Ability to explain concepts with patience and clarity. Proficiency in English is required; French language skills are a strong asset for the Quebec market. Work Authorization: Must be a Canadian Citizen, Permanent Resident, or hold an Open Work Permit.
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.