HYREON TALENT SOLUTIONS INC. | Permanent

Burlington, Canada | Posted on 06/23/2026

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 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 skilled 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 .

📌 Associate Financial Advisor (Wealth Specialist) (Burlington)
🏢 HYREON TALENT SOLUTIONS
📍 Burlington