Helping our Members do more, be more, and achieve more with their money and their lives.
Toronto
DUCA is a full-service financial institution. Mission As a Credit Union owned by its Members (anyone with an account), we provide a full suite of banking services and financial guidance to those looking for an innovative financial partner that keeps its Members (owners) at the forefront of all decisions. We are committed to helping our Members "do more, be more and achieve more with their money and their lives." Description DUCA delivers on its promise of helping Members "do more" by offering competitive banking products and services in our branches, online, from mobile devices, and from our Mobile Specialists. We’re driven by a cooperative philosophy that ensures we're active partners in the communities in which we live and work and which rewards Members for their business with a Profit Sharing program.
On-site · North York
The Wealth Advisor provides comprehensive investment, retirement, and financial planning advice to consolidate member assets. They are responsible for driving net sales targets through branch referrals and proactive prospecting while managing high-value client portfolios.
On-site · North York
The Wealth Advisor is responsible for gathering investment assets and providing holistic financial, retirement, and estate planning advice to members. They collaborate with the retail branch network to drive net sales targets through referrals and proactive prospecting.