Become a CIRO registered Dealing Representative with a leading wealth management group that is expanding into the Canadian market.
Collins Recruitment Group is on the lookout for experienced mutual fund dealers to fill this strategic role. With a focus on client relationships and compliance, you will play a key role in launching the firm's Canadian advisory platform. Use your expertise in wealth management and investment advisory to deliver tailored solutions and contribute to building a robust client base.
Key Responsibilities:
• Be appointed as a CIRO registered Dealing Representative
• Cultivate solid client relationships using an advice-led approach
• Develop customized investment strategies aligned with client needs




• Carry out portfolio reviews and comprehensive discovery processes
• Ensure adherence to compliance and client documentation standards
Requirements:
• Minimum 2 years in financial planning or investment advisory
• Expertise in client relationship management
• Solid understanding of CIRO regulatory requirements
• Strong professional ethics and client-first mindset
• CFP designation or progress toward it is a plus
Drive strategic growth and influence in a new Canadian wealth management venture as a Dealing Representative.
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📌 Strategic Dealing Representative for Wealth Management (Toronto)
🏢 Collins Recruitment Group
📍 Toronto