Wealth Management Dealing Representative – CIRO

Step into a strategic CIRO registered Dealing Representative role with a globally established wealth management group as it expands into Canada.

Collins Recruitment Group seeks qualified mutual fund dealers who are CIRO registered and possess over two years of experience in investment advisory. This ground-floor opportunity allows for significant influence over a new wealth management platform's development. Deliver advice-led investment solutions and uphold compliance standards while building strong client relationships throughout this pivotal transition.

Key Responsibilities:
• Function as a CIRO registered Dealing Representative
• Build and strengthen client relationships through disciplined advice
• Provide tailored investment solutions aligned with client goals
• Conduct detailed portfolio construction and ongoing reviews
• Maintain high standards of compliance and documentation

Requirements:
• At least 2 y...