Wealth Advisor at DUCA Credit Union

Elevate your career as a Wealth Advisor with DUCA Credit Union, focused on investment and financial planning. Join a vibrant team dedicated to helping clients achieve their financial goals.

As a Wealth Advisor, you will collaborate closely with branch networks across Southern Ontario. This role emphasizes building high-value client portfolios and driving sales through strategic prospecting and relationship management. You'll deliver tailored financial solutions and proactively engage existing clients to secure their investment and retirement needs.

Key Responsibilities:

• Build and manage a high-value portfolio of Wealth clients

• Drive net sales through branch referrals and networking

• Conduct regular reviews of client investment portfolios

• Utilize financial planning tools for tailored recommendations

• Collaborate with branch teams for optimal client service

Requirements:

• Completion of Canadian Securities Course (CSC) and related designations

• Minimum 5 years in Financial Planning / Investment Sales

• Registered Investment Representative status

• Strong financial industry product knowledge

• Experience with large portfolios considered an asset

Drive your success in wealth management while empowering DUCA members to thrive financially.
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