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 clientsCreate strategic partnerships through networking and referralsConduct thorough investment reviews for clientsUtilize financial analysis tools for customized plansLead training sessions to enhance team knowledge in Wealth solutionsRequirements:Completion of the Canadian Securities Course (CSC) and other financial designationsMore than 5 years of relevant financial experienceRegistered as an Investment RepresentativeDeep understanding of investment principles and client needsPrevious experience with larger portfolios is advantageousEmpower 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