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 valuable 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 qualified 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 recent 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 Toronto
🏢 Collins Recruitment Group
📍 Toronto