https://www.advisor.ca/news/industry-news/will-the-new-sro-shake-up-title-protection-in-ontario/
My official title I belive is "Mutual Fund Sales Person"
There is so much more in that title than a catchy distinguished name. Experience, On Going Education, Licencing, Regulation, Awareness, Multiple Displines, People Skills, Core Value, Mission and Vision to name a few. Bottom line i the investent world, we are mutual fund sales people. In the life business we are life insurance sales people and segregated fund sales people, etc.
I have my own brand description, it covers what we envision is best for us and our clients ~TLR
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Good News ... Some recognition of 31 years of doing the financial advisor role, I'm not just "A Mutual Fund Sales Person" anymore !
The Financial Services Regulatory Authority of Ontario (FSRA) officially approved the Canadian Investment Regulatory Organization (CIRO) as a credentialing body under Ontario’s title protection regime, opening up the protected “financial advisor” title to CIRO registrants.
“By approving CIRO as a credentialing body, tens of thousands more investment professionals will be able to use the financial advisor title,” said Huston Loke, executive vice-president of market conduct with FSRA, in a release.
The Ontario regulator announced last March that CIRO intended to be a credentialing body. With Tuesday’s announcement, a registrant in Ontario can call themselves a financial advisor if they’re a registered representative, mutual fund dealing representative, portfolio manager or associate portfolio manager, the release said.
“Officially being recognized as a financial advisor will further the value of CIRO members and the recognition of their education and expertise,” Loke said in the release. “This arrangement leverages CIRO’s demonstrated robust complaint handling and disciplinary framework, which enhances consumer protection and fosters a more sustainable, competitive financial services sector.”
https://www.investmentexecutive.com/news/industry-news/ciro-approve...