Wealth Management Associate

Kawartha Credit Union • Peterborough, Ontario, Canada • Posted June 12, 2026

Location Peterborough, Ontario

Job Type Full Time

Category Business Operations Specialists

Posted June 12, 2026

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...

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