Investments & Mutual Funds Representative
7 days ago
Investments & Mutual Funds Representative
Location: Remote & In-Person (Flexible)
Industry: Financial Services | Mutual Funds | Education
Now more than ever, people are seeking financial guidance—and we're expanding to meet that need.
Are you passionate about helping others? Curious about investing and personal finance? Whether you're new to the industry or already certified, we're looking for motivated individuals to join our team as Investments & Mutual Funds Representatives.
No Experience? No Problem.
We provide full support to help you earn your IFIC certification and get started on a meaningful career path. If you already have your IFIC, you can start working with clients right away.
What We Do:
We teach everyday individuals How Money Works—and how to take control of their financial future.
You'll help clients:
- Understand investments and savings options
- Set goals for financial independence
- Plan for retirement, education, or emergencies
- Build a clear path to financial security
What We Offer:
- Comprehensive training & mentorship
- Licensing and certification support (IFIC)
- Flexible schedule & remote work options
- A team-driven, supportive environment
- Performance driven commission, bonus and trailers
- Opportunity for advancement based on performance, not tenure
What We're Looking For:
We're looking for individuals who are:
- Driven
and self-motivated - Teachable
and open to coaching - Goal-oriented
with a strong work ethic - Passionate about
helping others succeed - Strong
communicators
who enjoy working with people - Interested in
personal growth and leadership development - Open to building a flexible, purpose-driven career
We are proud to be part of
PFSL Investments
, a leading financial services company that's been helping families since
1977
.
- Publicly traded on the
New York Stock Exchange (PRI) - Named one of
Forbes' Top 50 Most Trustworthy Financial Companies - Recognized as a
Top 10 Career Opportunity
by Forbes, especially for Women
With decades of experience, a strong reputation, and a mission to educate and empower, we're committed to helping you succeed.
If you're looking for purpose-driven work that makes an impact in people's lives—and you're eager to grow personally and professionally—we'd love to talk to you.
-
Investment and Retirement Planning Associate
2 weeks ago
Calgary, Alberta, Canada RBC Full timeJob DescriptionWhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing...
-
Investment Specialist
7 days ago
Calgary, Alberta, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Summer Intern 2026
7 days ago
Calgary, Alberta, Canada Mackenzie Investments Full timeJob DescriptionGrade: S3Division: MI-DRLocation: CalgaryIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded...
-
Fund Operations Associate
2 weeks ago
Calgary, Alberta, Canada Vesta Wealth Partners Full timeFund Operations AssociateLocation: Calgary / HybridVesta Wealth Partners is bringing top-shelf private market opportunities to retail investors. As we continue to grow, we're strengthening our operational foundation to scale efficiently, accurately, and with discipline.We're looking for a Fund Operations Associate to join our Innovation & Fund Operations...
-
Fund Operations Associate
2 weeks ago
Calgary, Alberta, Canada Vesta Wealth Partners Full timeFund Operations AssociateLocation: Remote (Canada-based) | Core Hours: Mountain TimeVesta Wealth Partners is bringing top-shelf private market opportunities to retail investors. As we continue to grow, we're strengthening our operational foundation to scale efficiently, accurately, and with discipline.We're looking for a Fund Operations Associate to join our...
-
District Sales Associate
7 days ago
Calgary, Alberta, Canada Mackenzie Investments Full timeJob DescriptionIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...
-
Underwriting Support
7 days ago
Calgary, Alberta, Canada Liberty Mutual Canada Full timeDepartment: OperationsLocation: Toronto, Calgary or VancouverReports to: Team Lead, Underwriting SupportCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or...
-
Investment & Retirement Specialist
2 weeks ago
Calgary, Alberta, Canada Canada Life Full timePermanent Full TimeWe are looking for a Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life.This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to...
-
Investment Counsellor
2 weeks ago
Calgary, Alberta, Canada Targeted Talent Full timeTITLE: Investment CounsellorLOCATION: Calgary, ABREPORTING: COO/CCO JOB PURPOSE: Why does the role exist? The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other...
-
Calgary, Alberta, Canada Liberty Mutual Canada Full timeCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or multinational risks. Liberty Mutual Canada has over 300 employees and services its clients coast-to-coast from...