Position Overview
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 proceduresAudit mutual fund related transfer-out paperwork and forward for processingProvide administrative support to the Wealth Management teamMonitor and reconcile Credential Asset Manager *CAM) trust accountAssist Senior Manager, Wealth Management with supporting compliance requirementsGenerate reports from the mutual funds systemAssist in building relations with internal and external referral resources to the Financial PlannersPerform other duties within the...