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.
DUCA Wealth Management Advisor Role in Toronto employer: DUCA Financial Services Credit Union Ltd.
At DUCA, we pride ourselves on being a vibrant credit union that embodies our 'profits with a purpose' philosophy, offering competitive rates and personalized financial solutions. Our collaborative work culture fosters employee growth and development, ensuring that every team member can make a meaningful impact in the lives of our Members and communities. With a commitment to accessibility and innovation, working at our Corporate Office in Southern Ontario provides unique opportunities to contribute to a B-Corp certified organization dedicated to social responsibility.
Contact Details:
DUCA Financial Services Credit Union Ltd. Recruitment Team
