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 qualified 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 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 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).

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