Careers Work where growth happens.
Empowering you to succeed, supporting you in professional growth.
PHL IS PROUD TO OFFER AN ENVIRONMENT OF EXCELLENCE, TRUST, AND RESPECT, WHERE TEAM MEMBERS CAN THRIVE
PHL is on a mission to empower people to enjoy financial success through transparent and reliable alternative lending solutions. It’s meaningful work, we’re proud to do. Our team consists of high-performing experts, but more importantly, values-driven people. Our drive to positively impact our community and help people grow goes beyond the work we do for our clients. We have created a culture where our team members receive support and encouragement on their path to success. A perfect partnership is one where everyone wins.
Our Values Excellence begins with an unwavering commitment to the highest standards.
Passion: Be All In
Taking pride in our work, we bring our A-game every day. We work hard, but because we love what we do, we have some fun along the way.
Trust: Keep It Real
Call it old-fashioned if you want, but we still believe that a person’s word should be good as gold. Transparency and honesty are important. Here at PHL we keep our promises, communicate openly, and value the balance of give and take.
Growth: Always Get Better
No matter how great you are, there is always room for growth. Continuous improvement is our mantra. We embrace challenges, learn from feedback, and commit to growing every day.
Teamwork: Stronger Together
Collaboration is key for success. By sharing our knowledge and empowering each other, we achieve amazing results for our clients.
Impact: Make It Count
The solutions we provide greatly impact the lives of our clients. Combined with our charity work, we strive to have a consistent positive impact on our communities. We do this by holding ourselves accountable and celebrating great work.
Benefits And Perks Investing in you and your career.
PHL is committed to success—ours, yours, and our clients. When you win, we win and vice versa. For us, investing in our team just makes sense, which is why we strive to create a culture of excellence where everyone is supported and encouraged to be their best.
- AMPLE OPPORTUNITIES FOR PROFESSIONAL GROWTH AND SKILL DEVELOPMENT
- POSITIVE, COLLABORATIVE WORK ENVIRONMENT WITH OPEN COMMUNICATION AND RESPECT
- ENCOURAGEMENT OF INNOVATIVE THINKING AND CREATIVE PROBLEM SOLVING
- ON-SITE GYM AND HEALTH-FOCUSED PERKS TO SUPPORT EMPLOYEE WELLBEING
- RRSP MATCHING AND OTHER FINANCIAL BENEFITS TO ENHANCE LONG-TERM SECURITY
- AUTONOMY AND ACCOUNTABILITY, ALLOWING INDIVIDUALS TO EXCEL IN THEIR ROLES
- ETHICAL, TRANSPARENT CULTURE THAT CONTRIBUTES TO A REWARDING SENSE OF PURPOSE
- LIVELY COMPANY CELEBRATIONS AND EVENTS THROUGHOUT THE YEAR TO BUILD COMMUNITY
Open positions.
Don’t see the position you are looking for? Apply anyway! We’re always looking for talented and driven people to join our team.
Date Posted
January 24, 2025
Application Deadline
Ongoing
Position Overview
Reporting to the Vice President of Investments, the incumbent will be responsible for executing strategies aimed at enhancing brand awareness and establishing a strong market presence. Key responsibilities include prospecting new investors through networking, presentations, calls, emails, and social media. The individual will cultivate and maintain strong relationships with investment advisors, institutional investors, and family offices, while also nurturing existing client relationships and driving sustained interest in the company’s investment funds. This role demands a high level of service, exceptional attention to detail, and a self-motivated approach to ensuring a seamless and positive investment experience.
Key Responsibilities
- Present the company’s mortgage investment solutions to both individual and group opportunities, tailoring presentations to meet diverse client needs.
- Develop and maintain strong relationships with prospective and existing clients, delivering timely and exceptional service while managing relationships with integrity and care.
- Maintain accurate investor data within the system, ensuring all information is correct and up to date.
- Collaborate with marketing and the investment team to effectively communicate fund performance and investment strategies to clients and stakeholders.
- Partner with the VP of Investments to conduct thorough market research, identifying new opportunities for raising capital and expanding the company’s investor base.
- Complete mandatory compliance training and ensure strict adherence to relevant regulations, policies, and protocols.
- Perform Know Your Customer (KYC), Anti-Money Laundering (AML), and Suitability checks for investors, ensuring compliance with legal and regulatory requirements.
- Stay up to date on compliance training to understand investor limits, capital requirements, and investment minimums, ensuring readiness for client interactions.
Requirements
- Minimum 5 years investment sales experience
- Post secondary education with an emphasis on business administration, finance or equivalent
- CSC, CFP, CIM or CFA is considered an asset
- Must successfully complete exempt market proficiency course within 45 days of hiring
- Strong understanding of Canadian private capital markets and its compliance requirements, including KYC, AML, anti-spam and other personal information protection requirements
- Ability to thrive in a high-volume and collaborative work environment
- Excellent interpersonal skills, with the ability to connect and build relationships with various individuals inside and outside the organization
- Demonstrated time management and organizational skills
- Outstanding attention to detail and accuracy
- Willingness to put in overtime, to support our clients and provide exceptional service levels
- Ability to travel within province to meet clients, make presentations and attend industry events
Apply Now Grow your legacy with the PHL team.
Join our talented team.
Interested in joining our team? Fill out the application form and we’ll be in touch when a suitable position becomes available.
