HYREON TALENT SOLUTIONS INC. | Permanent

Burlington, Canada | Posted on 06/23/2026

Employment Type: Full time, Permanent

About the Chance
HYREON Talent Solutions has been exclusively retainedby an established and reputable financial services practice in the insuranceand wealth management sector to identify an Associate Financial Advisor(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

Bachelor’s degree (business, finance, or related field preferred)

Minimum 4 years of experience in insurance, wealth management, or arelated advisory role

Mutual Fund Licence (IFIC) - active and in good standing

Life Insurance Licence (LLQP) - active and in good standing

Preferred

Existing book of business, ideally in the $5M-$6M range in investment

Demonstrated ability to build and grow a client portfolio throughpersonal or professional networks

Proven track record of consistent client acquisition and revenue growth

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 - $70,000 CAD annually

Guaranteed bonus

Commission on life insurance sales

Performance-based bonuses tied towealth/investment growth and overall targets

Total Earning Potential: Approximately $120,000 - $130,000 CAD

Vacation: 2 weeks annually

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) .

This search is being conducted exclusively by HYREON Talent Solutions .

#J-18808-Ljbffr

📌 Associate Financial Advisor (Wealth Specialist) (Newfoundland and Labrador)
🏢 HYREON TALENT SOLUTIONS
📍 Newfoundland and Labrador