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 clientsGenerate branch referrals through regular visits and collaborationsConduct portfolio reviews and financial planning for clientsUse networking to attract current Wealth clientsDrive asset consolidation from other financial institutionsRequirements:Completion of Canadian Securities Course and related designationsMinimum 5 years of experience in financial planningProven sales skills and client acquisition capabilitiesCurrent registration as an Investment RepresentativeKnowledge of investment products and financial planning toolsBecome a vital part of DUCA's mission by providing impactful wealth management solutions and enhancing client financial well-being.#J-18808-Ljbffr

📌 Senior Advisor In Wealth Management (Toronto)
🏢 Duca
📍 Toronto