Pensions & Investment Associate
7 days ago
Quai Administration is recruiting for a Pensions & Investment Associate.The role is extremely fast paced with a lot of variety working on different client accounts. We are looking for someone who has excellent communication skills, is passionate about providing our clients with a high level of service, someone who is highly organised, with the ability to prioritise workloads, and has exceptional attention to detail.Salary is competitive, 35 hours a week, Monday to Friday.If you are interested, please send me an email and I will forward you a job description, david.smith@quai-admin.co.ukClick Apply to send via the website now #J-18808-Ljbffr
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Peterborough, Canada Thomas Cook Full timeA financial services company is looking for a Pensions & Investment Associate in Peterborough, Ontario. The role is fast-paced and diverse, requiring excellent communication skills and a passion for client service. The ideal candidate is highly organized, able to prioritize workloads, and pays exceptional attention to detail. The position offers a...
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Investment Associate
2 weeks ago
Peterborough, Canada Kawartha Credit Union Full timeInvestment Associate (Temporary, Full-time) Duration: Approximately 12 months Location: Peterborough, ON Hours: 40 hours per week; Monday to Saturday Rate of Pay: $872.10 - $1,299.50 per week (plus applicable benefits) As An Investment Associate, You Will Actively promote, sell and deliver all investment products and services Contribute towards the growth of...
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Peterborough, Canada Kawartha Credit Union Full timeA growing financial services organization in Peterborough seeks a Temporary Investment Associate to actively promote investment products and contribute to portfolio growth. Candidates should have three years of industry experience, two years in sales or investment administration, and preferably hold a post-secondary education in financial planning or...
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Wealth Associate
1 week ago
Peterborough, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in providing...
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ScotiaMcLeod Administrative Associate
3 weeks ago
Peterborough, Canada Scotia Wealth Management Full timeScotiaMcLeod Administrative Associate - Peterborough Join to apply for the ScotiaMcLeod Administrative Associate - Peterborough role at Scotia Wealth Management ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a...
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ScotiaMcLeod Administrative Associate
7 days ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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Peterborough, Canada RBC Full timeJob Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...
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ScotiaMcLeod Administrative Associate
7 days ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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Peterborough, Canada RBC Full timeFinancial Planner, Investment Retirement Planning RBC Location: 861 LANSDOWNE ST W, Peterborough, Canada Work Hours: 37.5 per week Employment Type: Full time (Regular) Platform: PERSONAL & COMMERCIAL BANKING Pay Type: Commission Posted Date: 2025-12-10 Application Deadline: 2026-01-16 What you will do Provide tailor‑made financial planning advice and...
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ScotiaMcLeod Administrative Associate
3 weeks ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...