Wealth Advisor: Grow High-Value Portfolios & Planning

DUCA Financial Services Credit Union Ltd.; Toronto; On-site; CAD 59,000 - 72,000; Full time

Job summary

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.

Qualifications

• CSC, CPH, WME certifications or equivalents required.
• Experience managing portfolios >$100,000 is an asset.
• Registration as an Investment Representative is required.
• CFP/PFP considered an asset.

Responsibilities

• Build a portfolio of high-value Wealth clients across territory.
• Generate branch referrals and build relationships with staff.
• Proactively contact existing clients to offer investment and financial planning services.
• Conduct investment portfolio reviews and develop plans and recommendations.
• Provide wealth management solutions and support across up to three branches.

Skills

Asset gathering

Portfolio analysis

Financial planning

Client relationships

Sales skills

Teamwork

Communication

Education

Commerce degree

Business Administration

Job description

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.