Peterborough Wealth Management Associate

Become a Wealth Management Associate in Peterborough, Ontario, focusing on mutual fund administration and compliance. This full-time role offers growth within a dedicated Wealth Management team.
In this permanent full-time position, you’ll draw on your knowledge of mutual fund products to provide essential support to the team. Your responsibilities will include auditing paperwork, reconciling trust accounts, and generating detailed reports. By assisting the Senior Manager and building referral relationships, you will contribute significantly to compliance and operational processes.
Key Responsibilities:
• Monitor and audit mutual fund transfer processes
• Support the Wealth Management team with administrative tasks
• Reconcile Credential Asset Manager (CAM) trust accounts
• Assist with compliance obligations as needed
• Generate reports for the mutual fund system
Requirements:
• High School Diploma or GED required
• Preferred: post-secondary education in f...

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