Drive investment advice and client success as a Wealth Advisor with DUCA in Newmarket, delivering tailored financial planning solutions. Engage proactive investment strategies for client asset consolidation.
As a key member of DUCA's Wealth Management team, you will advise clients on investment and financial planning, collaborating closely with branch staff. This role includes responsibility for building a robust portfolio of high-value clients and utilizing financial planning tools to ensure client success. Leverage exceptional communication and relationship-building skills to enhance branch referrals and network outreach.
Key Responsibilities:
• Build and manage a portfolio of high-value Wealth clients
• Generate referrals through regular branch visits and collaboration




• Conduct proactive outreach to existing DUCA clients
• Perform investment portfolio reviews and analyses
• Support the branch sales team with financial planning insights
Requirements:
• Completion of Canadian Securities Course (CSC) and related certifications
• Minimum 5 years experience in Financial Planning
• Proven track record in asset gathering and client acquisition
• Robust knowledge of investment products and financial advice
• Self-starter with outstanding sales and communication skills
Elevate your career by guiding clients in wealth building and investment strategies with DUCA.
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📌 Wealth Advisor Role At Duca Toronto
🏢 Duca
📍 Toronto