Wealth Advisor & Portfolio Growth Specialist (Hybrid)

HYREON TALENT SOLUTIONS INC.; Burlington; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

2 weeks vacation

Statutory holidays

Employer contributions

Job summary

HYREON Talent Solutions in Burlington, Canada seeks a Wealth Specialist to build and manage a client portfolio across life insurance and wealth/investment solutions, serving clients across Ontario from a Burlington-based office.

The role is ideal for licensed advisors with an existing book or network, offering a full-time permanent position with base salary 60k-80k CAD and a guaranteed bonus plus commissions, with hybrid work options.

Qualifications

• Minimum 4 years of experience in insurance, wealth management, or a related advisory role.
• Mutual Fund Licence (IFIC) or equivalent— active and in good standing.
• Life Insurance Licence (LLQP) or equivalent — active and in good standing (preferred).

Responsibilities

• Manage, service, and grow a book of business across life insurance and wealth/investment products.
• Provide life insurance solutions based on client needs and financial goals.
• Develop and expand wealth/investment business through segregated funds and mutual fund products.
• Actively build new client relationships through prospecting, outreach, and networking.
• Identify opportunities to cross-sell additional financial and insurance solutions.
• Deliver holistic, needs-based financial advice across insurance and investment solutions.
• Conduct regular client reviews and maintain ongoing client relationships.
• Address client inquiries and resolve issues in a timely and professional manner.
• Achieve individual sales and growth targets while contributing to overall business objectives.
• Ensure compliance with all regulatory, licensing, and dealer requirements.

Skills

Excellent communication

Interpersonal skills

Self-motivated

Accountability

Education

Bachelor’s degree in business/finance

Job description

HYREON Talent Solutions in Burlington, Canada seeks a Wealth Specialist to build and manage a client portfolio across life insurance and wealth/investment solutions, serving clients across Ontario from a Burlington-based office.

The role is ideal for licensed advisors with an existing book or network, offering a full-time permanent position with base salary 60k-80k CAD and a guaranteed bonus plus commissions, with hybrid work options.