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Wealth Advisor: Grow High-Value Portfolios & Planning
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-08-06
Listing for:
DUCA Financial Services Credit Union Ltd.
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
DUCA Financial Services Credit Union Ltd. is seeking a Wealth Advisor to provide investment, retirement, and financial planning guidance. You will work with a third-party partner to deliver a holistic, member-centric experience and support up to three branches within your region.
You will gather assets through referrals, meet clients to review portfolios, and collaborate with the retail branch network to ensure ongoing service and advice. Travel between branches is required.
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