Wealth Management Associate

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)

As a Wealth Management Associate, you will:

• 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
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