Dealing Representative (CIRO Registered – Strategic Launch Opportunity)

Collins Recruitment Group has partnered with a globally established wealth management group to identify a select number of CIRO-registered Dealing Representatives to support its strategic expansion into the Canadian market. As part of its CIRO (Canadian Investment Regulatory Organization) licensing process, the firm is seeking experienced mutual fund dealers in good standing to be included in its regulatory submission. This represents a highly selective, ground-floor opportunity to join an internationally recognized organization at a pivotal stage of its Canadian market entry—offering both immediate strategic involvement and long‑term participation in the build‑out of a national advisory platform.

Role

Be appointed as a CIRO-registered Dealing Representative within the firm’s licensing application

Establish and deepen client relationships through a disciplined, advice-led approach

Deliver tailored investment solutions aligned with clients’ long-term financial objectives

Conduct comprehensive discovery, portfolio construction,



and ongoing review processes

Uphold the highest standards of regulatory compliance and client documentation

Contribute meaningfully to the development and positioning of the firm’s Canadian wealth platform

Profile

Minimum 2 years’ experience in wealth management, investment advisory, or financial planning

Demonstrated strength in client relationship management and advisory delivery

Strong command of CIRO regulatory expectations and best practices

Impeccable skilled standards with a client-first ethos

CFP designation (or progression toward) considered an asset

Why This Mandate

Direct involvement in a CIRO licensing submission and platform launch

Opportunity to influence and shape a new Canadian wealth management business

Backed by the infrastructure, capital, and track record of a global institution

Long-term alignment with a growth-oriented, advice-driven model

Significant upside tied to early-stage participation

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📌 Dealing Representative (Ontario)
🏢 Collins Recruitment Group
📍 Ontario