Become a Wealth Advisor with DUCA Credit Union and support clients in making informed financial decisions. This role emphasizes a holistic approach to investment and retirement planning. As a Wealth Advisor, you will foster relationships with clients across assigned branches.

Your responsibilities will include asset gathering through personalized financial strategies and regular portfolio reviews. By collaborating with branch teams, you will ensure clients receive comprehensive financial advice tailored to their goals. Key Responsibilities:
Aggregate and manage portfolios of sophisticated Wealth clients
Create strategic partnerships through networking and referrals
Conduct thorough investment reviews for clients




Utilize financial analysis tools for customized plans
Lead training sessions to enhance team knowledge in Wealth solutions Requirements:
Completion of the Canadian Securities Course (CSC) and other financial designations
More than 5 years of relevant financial experience
Registered as an Investment Representative
Deep understanding of investment principles and client needs
Previous experience with larger portfolios is advantageous Empower DUCA members to enhance their financial well-being with your expertise in wealth management.

📌 Duca Wealth Management Advisor Role Toronto
🏢 DUCA Financial Services Credit Union
📍 Toronto