Job Description
Elevate your financial advisory career as a Wealth Specialist with HYREON Talent Solutions in Burlington, Canada. Focus on building client portfolios in life insurance and investment across Ontario.
In this impactful advisory role, you’ll manage existing business while consistently seeking growth opportunities in wealth management. With at least four years in the industry, you should possess necessary licenses and ideally a client portfolio in the $5M–$6M range. A strong network and proactive outreach will be crucial in excelling at this position.
Key Responsibilities:
• Manage and grow a book of business in life insurance
• Provide tailored life insurance solutions to clients
• Develop wealth/investment business through funds
• Actively prospect and build new client relationships
• Deliver comprehensive financial advice and support
Requirements:
• Bachelor's degree in finance or related field
• Minimum 4 years in insurance or wealth management
• Active...
In this impactful advisory role, you’ll manage existing business while consistently seeking growth opportunities in wealth management. With at least four years in the industry, you should possess necessary licenses and ideally a client portfolio in the $5M–$6M range. A strong network and proactive outreach will be crucial in excelling at this position.
Key Responsibilities:
• Manage and grow a book of business in life insurance
• Provide tailored life insurance solutions to clients
• Develop wealth/investment business through funds
• Actively prospect and build new client relationships
• Deliver comprehensive financial advice and support
Requirements:
• Bachelor's degree in finance or related field
• Minimum 4 years in insurance or wealth management
• Active...
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