Wealth Advisor at DUCA Credit Union

Elevate your career with DUCA as a Wealth Advisor. Deliver personalized financial planning and investment advice while enhancing the lives of Members across Southern Ontario.
Join DUCA’s collaborative team, providing comprehensive wealth management solutions to over 85,000 Members. In this full-time role, you'll focus on consolidating client investment assets while building enduring relationships. Your expertise in investment, retirement, and financial planning will be key as you work closely with branch staff to ensure Members receive top-notch service.
Key Responsibilities:
• Build a portfolio of high-value Wealth clients
• Generate referrals by collaborating with branch staff
• Conduct proactive outreach to existing DUCA clients
• Analyze investment portfolios to enhance acquisition chances
• Develop financial plans and strategies for clients
Requirements:
• Completion of Canadian Securities Course (CSC)
• Minimum 5 years in Financial Planning/Investmen...