Job 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...