HYREON TALENT SOLUTIONS INC. | Permanent

Wealth Specialist
Burlington, Canada | Posted on 08/04/2026

Salary 60000-80000 CAD + Commission and Guaranteed bonus upto 130000 CAD

City Burlington

Country Canada

Job Description
WealthSpecialist

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 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

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 skilled with strong accountability

Excellent communication and interpersonal skills

Consistent and disciplined approach to client engagement andfollow-up

Robust 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 - $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

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) .

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