Elevate your career as a Wealth Management Advisor with DUCA, guiding Members in investment, retirement, and financial planning. Join a credit union committed to community-focused financial solutions.
DUCA is seeking a Wealth Advisor to enhance its team in providing personalized wealth management services. This full time position involves offering tailored financial advice and portfolio management to clients across multiple branches. You'll collaborate with retail staff to ensure holistic service delivery and engage in building client relationships through proactive outreach and financial planning sessions.
Key Responsibilities:
• Build and manage a portfolio of high-value Wealth clients
• Generate branch referrals through regular visits and collaborations
• Conduct portfolio reviews and financial planning for clients




• Use networking to attract new Wealth clients
• Drive asset consolidation from other financial institutions
Requirements:
• Completion of Canadian Securities Course and related designations
• Minimum 5 years of experience in financial planning
• Proven sales skills and client acquisition capabilities
• Current registration as an Investment Representative
• Knowledge of investment products and financial planning tools
Become a vital part of DUCA's mission by providing impactful wealth management solutions and enhancing client financial well-being.
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📌 Wealth Management Advisor at DUCA (Toronto)
🏢 Duca
📍 Toronto