Wealth Specialist

HYREON Talent Solutions; Burlington; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Vacation: 2 weeks annually

Statutory holidays and paid leaves

Hybrid work options

Job summary

HYREON Talent Solutions has exclusive access to a Burlington, Ontario based wealth advisory opportunity in a well‑established financial services practice. The Wealth Specialist will serve clients across Ontario, growing a book of business through wealth/investment products and life insurance, with a strong emphasis on prospecting and relationship building.

The role is full-time and hybrid, offering a base salary of CAD 60,000–80,000 plus commission; total compensation is around CAD 130,000+,

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.

Responsibilities

• Manage, service, and grow a book of business across wealth/investment products and life insurance
• Develop and expand wealth/investment business through segregated funds and mutual fund products
• Actively build new client relationships through proactive prospecting, outreach, and networking
• Identify opportunities to cross-sell additional financial and insurance solutions based on client needs
• Provide life insurance solutions based on client needs and financial goals
• 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

Self-motivated

Accountability

Communication skills

Client engagement

Wealth protection

Education

Bachelor's degree

Tools

IFIC

LLQP

Job description

HYREON Talent Solutions has been exclusively retained by an established and reputable financial services practice in the insurance and wealth management sector to identify a Wealth Specialist.

Type: Full time, Permanent

Compensation: Base Salary (60,000 to 80000) + Commission and bonus: approximately CA$130,000 based on $3M annual production

This is a confidential search, and details about the hiring organization will be shared with shortlisted candidates during the process.

Position Overview

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

The successful candidate will operate from a Burlington-based office while serving clients across the province. This opportunity is best suited to a licensed advisor who brings an existing client base or a strong network and is looking to further grow their practice within an established platform.

Success in this role requires a proactive, self-driven approach to building client relationships.

Key Responsibilities

• Manage, service, and grow a book of business across wealth/investment products and life insurance
• Develop and expand wealth/investment business through segregated funds and mutual fund products
• Actively build new client relationships through proactive prospecting, outreach, and networking
• Identify opportunities to cross-sell additional financial and insurance solutions based on client needs
• Provide life insurance solutions based on client needs and financial goals
• 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

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 and follow-up
• Strong interest in both wealth accumulation and protection strategies
• Ability to advise across both life insurance and investment solutions
• 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 be considered for the right candidate

Additional Requirements

• Successful candidates will be required to complete a background check as a condition of employment

Diversity, Equity & Inclusion

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

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