💼 Full-Time Position

Wealth Management Associate

🏢
Kawartha Credit Union Limited
📍 peterborough, on, Canada
📍
Location
peterborough, Canada
📅
Posted
June 06, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Hunter Street Branch
Peterborough, ON K9H, CAN

Description

Wealth Management Associate (Permanent Full-time)

Location: Peterborough, Ontario (Hybrid)

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...