DUCA Wealth Management Advisor

Position: DUCA Wealth Management Advisor Role
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.
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