Wealth Specialist

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 a Wealth Specialist. Location: Burlington, Ontario (Onsite/Hybrid) 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 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.

Manage and grow a client portfolio by providing holistic financial advice across wealth, investment, and life insurance solutions. Proactively prospect new clients and conduct regular reviews to achieve sales and growth targets.

Requires a minimum of 4 years of experience in insurance or wealth management and an active Mutual Fund Licence (IFIC). A Life Insurance Licence (LLQP) and an existing book of business are strongly preferred.

• Statutory Employer Contributions • Vacation • Statutory Holidays • Paid Leaves

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth Management
• Life Insurance
• Client Relationship Management
• Prospecting
• Financial Planning
• Cross-selling
• Investment Solutions
• Client Acquisition
• Networking
• Regulatory Compliance

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Baccalauréat

Expérience minimale

4+ ans

Postuler avant le

17 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level