HYREON Talent Solutions has been exclusively retained by an established and reputable financial services practice in the insurance and wealth management sector to identify a Wealth Specialist.
Type: Full time, Permanent
Compensation: Base Salary (60,000 to 80000) + Commission and bonus: approximately CA$130,000 based on $3M annual production
This is a confidential search, and details about the hiring organization will be shared with shortlisted candidates during the process.
Position Overview This is a results-oriented advisory role focused on building and growing a client portfolio across wealth/investment solutions and life insurance throughout Ontario.
The successful candidate will operate from a Burlington-based office while serving clients across the province. This opportunity is best suited to a licensed advisor who brings an existing client base or a strong network and is looking to further grow their practice within an established platform.
Success in this role requires a proactive, self-driven approach to building client relationships.
Key Responsibilities Manage, service, and grow a book of business across wealth/investment products and life insurance
Develop and expand wealth/investment business through segregated funds and mutual fund products
Actively build new client relationships through proactive prospecting, outreach, and networking
Identify opportunities to cross-sell additional financial and insurance solutions based on client needs
Provide life insurance solutions based on client needs and financial goals
Deliver holistic, needs-based financial advice across insurance and investment solutions
Conduct regular client reviews and maintain ongoing client relationships
Address client inquiries and resolve issues in a timely and professional manner
Achieve individual sales and growth targets while contributing to overall business objectives
Ensure compliance with all regulatory, licensing,



and dealer 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 valuable 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 professional with strong accountability
Excellent communication and interpersonal skills
Consistent and disciplined approach to client engagement and follow-up
Strong interest in both wealth accumulation and protection strategies
Ability to advise across both life insurance and investment solutions
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 be considered for the right candidate
Additional Requirements Successful candidates will be required to complete a background check as a condition of employment
Diversity, Equity & Inclusion The hiring organization is an equal opportunity employer and is committed to fostering an inclusive and accessible workplace.
Applications from all qualified candidates are encouraged. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

#J-18808-Ljbffr

📌 Wealth Specialist (Ontario)
🏢 HYREON Talent Solutions
📍 Ontario