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 insightsRequirements:
- 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 skillsElevate your career by guiding clients in wealth building and investment strategies with DUCA.#J-18808-Ljbffr

📌 Wealth Advisor Role At Duca (Toronto)
🏢 Duca
📍 Toronto