HYREON TALENT SOLUTIONS INC. | PermanentWealth SpecialistBurlington, CanadaSalary 60000-80000 CAD + Commission and Guaranteed bonus upto 130000 CADCity BurlingtonCountry CanadaJob DescriptionWealthSpecialistEmployment Type: Full time, PermanentAbout the OpportunityHYREON 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 OverviewThis 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 ResponsibilitiesManage, service, and grow a book of business acrosslife insurance and wealth/investment productsProvide life insurance solutions based on client needsand financial goalsDevelop and expand wealth/investment business throughsegregated funds and mutual fund productsActively build new client relationships throughproactive prospecting, outreach, and networkingIdentify opportunities to cross-sell additionalfinancial and insurance solutions based on client needsDeliver holistic,



needs-based financial advice acrossinsurance and investment solutionsConduct regular client reviews and maintain ongoingclient relationshipsAddress client inquiries and resolve issues in a timelyand professional mannerAchieve individual sales and growth targets whilecontributing to overall business objectivesEnsure compliance with all regulatory, licensing, anddealer requirementsRequirementsQualifications & RequirementsMandatoryMinimum 4 years of experience in insurance, wealth management, or a related advisory roleMutual Fund Licence (IFIC) or equivalent— active and in good standingPreferredLife Insurance Licence (LLQP) or equivalent — active and in good standingExisting 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 networksProven track record of consistent client acquisition and revenue growthBachelor's degree (business, finance, or related field preferred)What We're Looking ForA driven, self-motivated professional with strong accountabilityExcellent communication and interpersonal skillsConsistent and disciplined approach to client engagement andfollow-upStrong interest in both wealth accumulation and protectionstrategiesAbility to advise across both life insurance and investmentsolutionsEmployment Type: Full time, PermanentBase Salary: $60,000 – $80,000 CAD annuallyVariable Compensation: Approximately $130,000 CAD (Guaranteed Bonus + Commissions)Vacation: 2 weeks annuallyStatutory Holidays and Paid leavesBenefits include statutory employer contributionsWork ArrangementSchedule: Full time, Monday to FridayFlexibility: Hybrid work options may beconsidered for the right candidateAdditional RequirementsSuccessfulcandidates will be required to complete a background check as a conditionof employmentDiversity, Equity & InclusionThe 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) .

📌 Wealth Specialist (Côte-Nord)
🏢 HYREON TALENT SOLUTIONS
📍 Côte-Nord