Join a Top-Tier Financial Services and Insurance Agency Where High Performance Meets Meaningful Client Relationships
Our client, a top-performing financial services and insurance agency in Ottawa, is not simply providing products and policies. They are building long-term client relationships that help individuals, families, and business owners protect what matters most, plan with confidence, and make thoughtful financial decisions over time.
Our client is looking for an experienced Wealth Management Specialist who is passionate about relationship-based advice, client service, and growth. This is a combined service and business development role, with approximately 35% of your time focused on servicing existing clients and 65% focused on growth, prospecting, referrals, and deepening client relationships.
This is not a role for someone who wants to sit back and wait for opportunities. It is also not a cold, transactional sales role. The right person will be able to step into an established agency environment, build trust with existing clients, and proactively create new wealth opportunities through meaningful conversations.
Are You Passionate About Helping Clients Build, Protect, and Transition Their Wealth?
Do you thrive in a professional environment that values autonomy, collaboration, community, and doing the right thing for the client?
Are you confident having financial conversations with clients and helping them identify opportunities related to investments, retirement planning, life insurance, protection, and long-term financial security?
If you are an experienced financial services professional with a proven ability to build relationships, generate business, and provide client-first advice, this may be the opportunity for you.
About You
You have a minimum of 5 years of experience in financial services, wealth management, investments, life insurance, or a related advisory role.
You are a self-starter who takes ownership of your activity, your results, and your client relationships.
You genuinely care about your clients and believe that when you do what is right for the client, the business will follow.
You are comfortable initiating conversations, asking thoughtful questions, identifying needs, and following through with appropriate recommendations.
You are confident working independently, but you also value being part of a collaborative team where people support one another and work together to serve clients well.
Most importantly, you bring a natural ability to build trust. Clients quickly feel that they are in capable, caring hands, and your relationship-building skills turn conversations into long-term advisory relationships.
About Our Client
Our client is a top-performing, award-winning financial services and insurance agency based in Ottawa.
Their office culture is built on three core values: Team, Community, and Collaboration.
Our client believes everyone should have a voice, and they support one another through challenges and successes alike.
With specialists in wealth, life, group, commercial, home, auto, and business insurance, our client’s mission is to offer comprehensive financial security under one roof, with personalized service that clients cannot receive from a 1-800 number.
Our client is proud to be deeply involved in their community and committed to building long-term relationships with the people and businesses they serve.
About the Role
As the Wealth Management Specialist, you will work with existing clients while also developing new opportunities through referrals, prospecting, client conversations, and community relationships.
This role is approximately:
35% servicing existing clients
65% growth, prospecting, referrals, and new business development
You will be expected to provide meaningful financial conversations, identify opportunities within the existing client base, develop new relationships, and help clients make informed decisions about their financial future.
Key Responsibilities
Build and deepen relationships with existing clients
Identify wealth, investment, retirement, life insurance, and financial planning opportunities
Generate new business through referrals, prospecting, and proactive client conversations
Conduct client reviews and follow up on recommendations
Help clients understand their options and make confident financial decisions
Collaborate with the agency team to provide a seamless client experience
Maintain strong documentation and follow compliance requirements
Represent the agency professionally in client meetings, community conversations, and business development activity
Provide timely follow-up through phone, email, Zoom/Teams, and in-person meetings
Who Will Thrive Here
You are client-focused, and sales-driven.
You are positive, professional, accountable, and relationship oriented.
You are confident initiating conversations and comfortable asking for business when appropriate.
You have developed a strong network of Centres of Influence that consistently generate new client referrals.
You are organized, detail-oriented, and committed to compliance.
You enjoy being part of a team, while also being capable of managing your own activity and results.
You want to build something meaningful within an established agency environment.
Who May Struggle Here
This role may not be the right fit for someone who is very early in their career with limited financial services experience.
It may also not be the right fit for someone who prefers a purely service-based role without growth expectations, or someone who is uncomfortable prospecting, asking questions, and initiating new client conversations.
This is a relationship-based growth role. Success will come from service, trust, follow-through, and proactive business development.
Qualifications
Minimum 5 years of relevant experience in financial services, wealth management, investments, insurance, or advisory work
Mutual fund and/or investment licensing required
Life Insurance license strongly preferred
CFP or CLU designation strongly preferred
Proven ability to build client relationships and generate business
Strong communication, follow-up, and documentation skills
Comfortable using Microsoft Office, Outlook, Teams/Zoom, and client management systems
Strong commitment to compliance, professionalism, and client-first advice
Compensation and Benefits
Base Salary: Approximately $70,000 (depending on experience and licensing)
Total Compensation Potential:
- Mutual Fund Licensed: Approximately $70,000–$90,000 +
- Mutual Fund & Life Licensed: Approximately $70,000–$100,000 +
*with significant opportunity for growth as you build your client base and business.
Benefits package available.
Final compensation structure to be discussed based on experience, licensing, and fit for the role.
About Leading Advisor Inc.
You may notice that this job post lists Leading Advisor Inc. at the top. This is because we are managing the hiring process on behalf of our client.
Leading Advisor Inc. is a recruitment and consulting firm that supports values-driven financial services teams in finding top-tier talent aligned with their mission and culture. While you will work directly for our client, will be your first point of contact and will guide you through a professional hiring process.
If This Sounds Like the Opportunity for You
If you are an experienced wealth or financial services professional who wants to serve clients at a high level, grow within a respected agency, and be part of a team that values integrity, collaboration, community, and genuine client care, we would like to hear from you.
Please apply with your resume.
Only candidates selected for the next step will be contacted.
Job Type: Full-time
Benefits:
Work Location: In person
