Wealth Management Associate (Peterborough)

Wealth Management Associate (Permanent Full time)

Location: Peterborough, Ontario

Hours: 37.5 hours per week, Monday to Friday

Rate of Pay: $960.50 - $1,299.50 per week (plus pension and applicable benefits)

Responsibilities

• Act as an expert in the area of mutual funds including administration, processes, compliance, policies, and procedures
• Audit mutual fund related transfer‑out paperwork and forward for processing
• Provide administrative support to the Wealth Management team
• Monitor and reconcile Credential Asset Manager (CAM) trust account
• Assist Senior Manager, Wealth Management with supporting compliance requirements
• Generate reports from the mutual funds system
• Assist in building relations with internal and external referral resources to the Financial Planners
• Perform other duties within the department as assigned

Qualifications

• High School D...

Ready to Apply?

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