Enhance your career with HYREON TALENT SOLUTIONS as an Associate Financial Advisor specializing in wealth management. Grow your client portfolio in life insurance and investment solutions across Ontario.
This full-time, permanent role is based in Burlington, Canada. Ideal candidates will possess at least four years of experience in insurance and wealth management. A proactive, self-driven approach is essential for building client relationships effectively within this results-oriented advisory role.
Key Responsibilities:
• Manage and grow a book of business in life insurance
• Provide tailored life insurance solutions for clients
• Develop wealth and investment business via segregated funds
• Build recent client relationships through proactive outreach
• Conduct regular client reviews for ongoing satisfaction
Requirements:
• Bachelor’s degree in business or finance preferred
• Minimum 4 years in a related advisory role
• Active Mutual Fund License (IFIC)
• Active Life Insurance License (LLQP)
• Existing book of business preferred
Drive your success in insurance and investment solutions as an Associate Financial Advisor with HYREON TALENT SOLUTIONS.
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