WHAT WE DO

PHL is an exempt market dealer that offers investors the opportunity to diversify their portfolio with alternative investments. We provide access to high-quality mortgage products that yield reliable returns, specifically servicing borrowers who may not qualify for traditional financing. Our commitment to transparency and risk management fosters trust, while our rigorous due diligence ensures the security of our client investments. At PHL, we empower investors to achieve their financial goals and build wealth, contributing to a more inclusive lending environment.

WHY JOIN PHL

We are growing at an exceptional rate and are looking for people who want to make a meaningful impact. We offer a supportive and engaging work environment where creativity, service and collaboration matter, giving you the opportunity to make a difference with a passionate team that prioritizes growth for everyone.
- Compensation: $90,000 - $110,000 plus annual performance bonus
- Generous vacation package and RRSP matching to support your future
- A culture committed to investing in your development and providing learning opportunities
- Company events and celebrations that cultivate team spirit and community engagement
- An opportunity to make a significant contribution to our growing financial team

WHO WE ARE

Our incredible staff currently span three provinces across Canada, coming together as a diverse group of tenured professionals who shape our vibrant workplace culture. We value the individuality of each team member, recognizing that our combined strengths amplify our effectiveness as a unit. At PHL, we foster collaboration, encourage personal growth, and strive to honor our values every day.

• 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
  Education & Experience
• 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
  Knowledge, Skills & Abilities
• 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
  We look forward to hearing from you!
  Agencies: We appreciate your offer to help, but we do not require support in filling this position.
  Job Type: Full-time
  Pay: $90,000.00-$110,000.00 per yea