About this role
Wealth Advisor - GTA and Surrounding Area at DUCA Financial Services Credit Union Ltd.. Location: Toronto, Ontario, Canada. Role: Prospect, Collaborate, Review Requirements: Five+ years in financial planning/investment sales; CSC/CPH/WME; CFP/PFP or CIM/ CFA asset; currently registered as an Investment Representative; expertise in investment, retirement, and financial planning. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning tools, Investment analysis software Certifications: canadian securities course (csc), conduct & practices handbook (cph), wealth management essentials (wme), certified investment manager (cim), chartered financial analyst (cfa), personal financial planner (pfp), certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English