Wealth Specialist

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

Benefits offered by this job

Commission

Guaranteed bonus

Vacation 2 weeks

Benefits

Hybrid work options

Job summary

HYREON Talent Solutions Inc. in Burlington, Canada, is seeking a Wealth Specialist to build and manage a client portfolio across life insurance and wealth/investment products. The role is based in Burlington with opportunities to serve clients across Ontario.

Wealth Specialist candidates should be licensed (IFIC) with a strong network or existing book of business and a proactive, self-driven approach to client relationships. Full-time, permanent role with hybrid work options.

Qualifications

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

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 proactive prospecting, outreach, and networking.
• Deliver holistic, needs-based financial advice across insurance and investment solutions.

Skills

Client relationship management

Sales targets

Financial advisory

Networking

Education

Bachelor's degree in business/finance

Tools

CRM software

MS Office

Job description

HYREON TALENT SOLUTIONS INC. | Permanent

Wealth Specialist

Burlington, Canada | Posted on 08/04/2026

• Salary 60000-80000 CAD + Commission and Guaranteed bonus upto 130000 CAD
• City Burlington
• Country Canada

Job Description

WealthSpecialist

Employment Type: Full time, Permanent

About the Opportunity

HYREON Talent Solutions has been exclusively retainedby an established and reputable financial services practice in the insuranceand wealth management sector to identify an Wealth Specialist .

This is a confidential search, and details about thehiring organization will be shared with shortlisted candidates during theprocess.

Position Overview

This is a results-oriented advisory role focusedon building and growing a client portfolio across life insurance andwealth/investment solutions throughout Ontario.

The successful candidate will operatefrom a Burlington-based office while serving clients across the province. Thisopportunity is best suited to a licensed advisor who brings an existing clientbase or a strong network and is looking to further grow their practice withinan established platform. Success in this rolerequires a proactive, self-driven approach to building client relationships.

Key Responsibilities

• Manage, service, and grow a book of business acrosslife insurance and wealth/investment products
• Provide life insurance solutions based on client needsand financial goals
• Develop and expand wealth/investment business throughsegregated funds and mutual fund products
• Actively build new client relationships throughproactive prospecting, outreach, and networking
• Identify opportunities to cross-sell additionalfinancial and insurance solutions based on client needs
• Deliver holistic, needs-based financial advice acrossinsurance and investment solutions
• Conduct regular client reviews and maintain ongoingclient relationships
• Address client inquiries and resolve issues in a timelyand professional manner
• Achieve individual sales and growth targets whilecontributing to overall business objectives
• Ensure compliance with all regulatory, licensing, anddealer requirements
  

Requirements

Qualifications & Requirements

Mandatory

• 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
  

Preferred

• Life Insurance Licence (LLQP) or equivalent - active and in good standing
• Existing book of business, ideally in the $5M- $6M range in investment or prior experience of building a book of business from the ground up.
• Demonstrated ability to build and grow a client portfolio through personal or professional networks
• Proven track record of consistent client acquisition and revenue growth
• Bachelor's degree (business, finance, or related field preferred)
  

What We're Looking For

• A driven, self-motivated professional with strong accountability
• Excellent communication and interpersonal skills
• Consistent and disciplined approach to client engagement andfollow-up
• Strong interest in both wealth accumulation and protectionstrategies
• Ability to advise across both life insurance and investmentsolutions
• Employment Type: Full time, Permanent
• Base Salary: $60,000 - $80,000 CAD annually
• Variable Compensation: Approximately $130,000 CAD (Guaranteed Bonus + Commissions)
• Vacation: 2 weeks annually
• Statutory Holidays and Paid leaves
• Benefits include statutory employer contributions
  

Work Arrangement

• Schedule: Full-time, Monday to Friday
• Flexibility: Hybrid work options may beconsidered for the right candidate

Additional Requirements

• Successfulcandidates will be required to complete a background check as a conditionof employment

Diversity, Equity & Inclusion

The hiring organization is an equal opportunityemployer and is committed to fostering an inclusive and accessible workplace.

Applications from all qualified candidates areencouraged. Accommodations are available upon request throughout therecruitment process in accordance with the Accessibility for Ontarians withDisabilities Act (AODA) .