Wealth Management Associate Peterborough

Join Kawartha Financial Services as a Wealth Management Associate in Peterborough, Ontario. This full-time role focuses on mutual fund expertise, compliance, and providing vital administrative support.
This permanent position requires a dedicated associate to handle various mutual fund tasks and support the Wealth Management team. You will audit transfer paperwork, manage trust accounts, and ensure compliance with industry standards. Your excellent organization and attention to detail are essential for success in this role.
Key Responsibilities:
• Audit mutual fund transfer-out paperwork thoroughly
• Monitor and reconcile Credential Asset Manager trust account
• Generate detailed reports from mutual funds system
• Provide essential administrative support to the Wealth Management team
• Assist in building relations with financial planners' referral resources
Requirements:
• High School Diploma or GED equivalent
• Two years of experience in a related role

Ready to Apply?

Submit your application today and join our talented team at Kawartha Financial Services.

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