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
Solid 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.

📌 Wealth Advisor Role At Duca Toronto
🏢 Duca
📍 Toronto