Wealth Management Associate, Renfrew County and Lanark Highlands Township (Deep River)

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

Perform other duties within the department as assigned

Qualifications:

High School Diploma or GED equivalent

Post‑secondary education with emphasis in financial services or investment management would be an asset

Two years experience working in a related job

Prior experience working in a financial institution would be an asset

Expert knowledge on mutual fund product offerings, administration and risk management policies and procedures

Excellent organization and time management skills

Excellent administrative skills with strong attention to detail and accuracy

If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

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