Join DUCA Credit Union as a dedicated Wealth Advisor focused on enhancing client financial futures. Leverage your expertise in investment advice and financial planning in a member-centric workplace.

In this role, you will provide comprehensive wealth management services while supporting multiple branches. Your main objectives include client portfolio building and fulfilling investment planning needs through strategic collaborations. You'll also engage with existing clients, ensuring their financial plans align with their goals.

Key Responsibilities:
• Develop high-value Wealth client portfolios
• Engage in proactive outreach for client acquisition
• Perform detailed investment portfolio assessments




• Drive asset consolidation across client accounts
• Lead informative sessions for branch teams on wealth management

Requirements:
• Canadian Securities Course (CSC) completion required
• 5+ years in Financial Planning / Investment Sales
• Registered Investment Representative credentialing
• Expertise in investment products and strategies
• Familiarity with fee-based and ETF solutions is a plus

Make a meaningful impact on client financial journeys with DUCA's innovative approach!
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📌 Client-Focused Wealth Advisor Position (Ontario)
🏢 DUCA Financial Services Credit Union
📍 Ontario