Wealth
Specialist
Employment Type: Full time, Permanent
Location: Burlington, Ontario (Onsite/Hybrid)
About the Opportunity
HYREON Talent Solutions has been exclusively retained
by an established and reputable financial services practice in the insurance
and wealth management sector to identify an Wealth Specialist.
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 life insurance and
wealth/investment solutions 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
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
- Identify opportunities to cross-sell additional
financial and insurance solutions based on client needs
- 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
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
Compensation & Employment Details
- 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
- Location: Burlington, Ontario (Onsite)
- Schedule: Full-time, Monday to Friday
- Flexibility: Hybrid work options may be
considered for the right candidate
- Territory: Ontario-wide client base
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).
How to Apply
This search is being conducted exclusively by HYREON
Talent Solutions.
Qualified candidates are invited to apply through HYREON. Only those selected for further consideration will be contacted.
