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 current 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.