Wealth Specialist

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 INC. | Permanent

Wealth Specialist

Burlington, Canada

• 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) .