Recruiting and succession
Canadian advisor intelligence for recruiting and succession.
Create a defensible starting universe for market mapping. Research relevant professionals in the context of firms, branches, geography, roles and registration categories without treating database inclusion as candidate intent.
Research with professional context
Market mapping
Explore where relevant registered individuals and Approved Persons work by firm, province, city and business location where available.
Candidate research
Build a research universe using role and registration category rather than relying on job titles alone. SIE Atlas supports sourcing; it does not rank personal suitability.
Firm and branch context
Normalize firm names and connect relevant locations so recruiting teams can understand local office structure and avoid fragmented account views.
Succession preparation
Identify markets and practices for further research using professional and firm context. Tenure or historical changes appear only where supported and require human review.
Worked example: scoping a succession market
A wealth firm is evaluating a specific metropolitan market. The recruiting team selects relevant dealing representative and advising representative contexts, reviews normalized firm and location groupings, and prepares a research list. Recruiters qualify each prospect through their own process and verify current registration through the appropriate regulator before making decisions.
Recruiting FAQs
Is SIE Atlas an applicant-tracking system?
No. It supplies research data that can support sourcing and market mapping alongside your recruiting systems.
Can I search by registration category?
Yes, registration or approval categories can support segmentation where available.
Does a record indicate willingness to move?
No. Inclusion is not a signal of job interest, availability or candidate suitability.
How should recruiters verify a professional?
Use the appropriate regulator, including the CSA National Registration Search where applicable, for authoritative current verification.
Can I request a focused segment?
Yes. Describe the firms, provinces, roles and registration context relevant to your legitimate business use.