A leading financial institution is seeking an Associate in Wealth Management located in Peterborough, Ontario. This role involves collaborating with wealth advisors to provide exceptional customer service and manage client accounts effectively. Responsibilities include analyzing accounts, conducting transactions, and ensuring effective communication with clients. Candidates should have a college diploma and relevant experience in banking or customer service. The position supports a hybrid work model, promoting work/life balance and offering various advantages.
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📌 Wealth Management Associate — Hybrid Remote Support (Peterborough)
🏢 Banque Nationale du Canada
📍 Peterborough
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