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Wealth Management Advisor

Capital Markets Advisors LLC

peterborough, on, Canada Full-time July 13, 2026

Found Description

Client Experience Manager – Private Wealth

Location: Peterborough, Ontario

Additional Benefits: Paid vacation package

Work Model: Primarily remote, with required access to the Peterborough office as needed

Vacancy Status: This posting is for an existing vacancy

Search Led By: Capital Markets Advisors LLC

Capital Markets Advisors is supporting a confidential search for a Client Experience Manager with a respected private wealth and investment management firm in Peterborough, Ontario.

This role is well suited to an experienced financial services professional who brings professional discretion, responsive communication, and a high level of accuracy to private client service, while supporting detailed requests and contributing to a high‑touch wealth management experience.

The successful candidate will play an important role in supporting th...

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