Peterborough, On Customer support & client services Jobs – 125 Openings This Week

Associate Financial Advisor
Matthews + Associates —Peterborough, ON
- $45,000–$50,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Profit sharing
- Wellness program
Quick apply
4d
Freelance Makeup Artist – Beauty Ambassador – Completion Bonus Available
Brand Momentum —Peterborough, ON
- $20–$25 an hour
- Part-time
- Sales
- Customer service
- Communication skills
- Flexible schedule
Quick apply
Financial Services Professional LLQP (ON and AB Only)
Balanced Financial Solutions —Ontario
- $47,572.22–$150,514.27 a year
- Full-time
- Remote
- Sales
- Customer service
- Business development
- Flexible schedule
Quick apply
Credit and Collections Analyst
GHRC —Peterborough, ON
- $28.85–$36.06 an hour
- Full-time
- Bilingual
- Microsoft Excel
- Customer service
Quick apply
Real Estate Agents – Leads, Mentorship & Training
Jane Stevens Real Estate Group —Ontario
- $50,000–$200,000 a year
- Part-time
- Remote
- Bilingual
- Customer service
- Administrative experience
Quick apply
13d
Sales Specialist
Confidential —Ontario
- Full-time
- CRM software
- Sales
- Salesforce
- Dental care
- Life insurance
Quick apply
Insurance Broker
Alex Penello and Associates —Millbrook, ON
- $40,000–$60,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
Quick apply
21h
Sales Representative - Ottawa
Window Mart Inc. —Ontario
- Full-time
- Sales
- Presentation skills
- In-person
Quick apply
1d
Mortgage Specialist - Peterborough & the Kawarthas
Scotiabank —Peterborough, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Branch Manager
Start Electric —Ontario
- $100,000–$200,000 a year
- Overtime
- Project management
- Electrical experience
- Travel
- Flexible schedule
Quick apply
Senior Fiber Optic Technician (OSP)
Tridon Communications —Ontario
- 10 hour shift
- English
- Travel
- Organizational skills
- Relocation assistance
Quick apply
5d
Account Executive, Benefits Insurance
Westland Insurance Ltd. —Ontario
- $75,000–$87,500 a year
- Full-time
- Remote
- Customer service
- Travel
- Communication skills
Quick apply
Area Sales Manager
Winpak Ltd —Ontario
- Remote
- Bilingual
- Sales
- Marketing
- Disability insurance
- Dental care
Quick apply
Business Development Manager - Mining & Environmental Laboratory Services (Eastern Canada)
Bureau Veritas —Ontario
- Full-time
- Bilingual
- CRM software
- Sales
Account specialist, High Value at Risk (HVAR)
BMO Financial Group —Ontario
- $45,500–$84,500 a year
- 8 hour shift
- Remote
- Microsoft Excel
- Microsoft Office
- Computer skills
- Tuition reimbursement
- Flexible schedule
6d
Assistant District Manager (Arborist)
The Davey Tree Expert Company —Ontario
- $70,000–$90,000 a year
- Full-time
- Bachelor's
- In-person
- Leadership
- Employee stock purchase plan
- Dental care
Quick apply
District Manager (Arborist)
The Davey Tree Expert Company —Ontario
- $80,000–$120,000 a year
- Full-time
- Bachelor's
- In-person
- Communication skills
- Employee stock purchase plan
- Dental care
Quick apply
Insurance Account Manager - Personal Lines - VARIOUS LOCATIONS
Core Services Inc —Ontario
- $55,000–$90,000 a year
- Full-time
- Sales
- Customer service
- Organizational skills
- Dental care
Quick apply
12d
Assistant Manager
Access Storage —Peterborough, ON
- From $18.25 an hour
- Weekends as needed
- Hospitality
- Sales
- Customer service
Quick apply
18h
Carlsberg Retail Sales Representatives - Peterborough/Lindsay
Encore Market Engagement —Peterborough, ON
- $21 an hour
- Part-time
- Sales
- Merchandising
- Presentation skills

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Associate Financial Advisor

Matthews + Associates
Peterborough, ON

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Job details

Permanent | Full-time
$45,000–$50,000 a year
4 days ago

Qualifications

Customer service
English
Finance
Administrative experience
Database administration
Database management
CFP
Financial services
CSC
Communication skills
Office experience

Full job description

About Us

Matthews + Associates is a retirement-focused wealth management firm in Peterborough, Ontario, operating under Aligned Capital Partners Inc. (ACPI) as broker-dealer. We manage roughly $110M for about 110 households. We run as a single advisory pod today and are building toward multiple pods as we scale, so this is an early, foundational seat on a growing team.

What makes us different: we are advice-first and education-led, not product-led. Our portfolios follow an evidence-based investment philosophy. Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap). Our education brand, Retirement Planning Simplified, runs a podcast, YouTube channel and website that drive inbound interest. We are building a structured, career-tracked team so people can see exactly how they grow here, which is unusual for a firm our size.

Who we serve

Canadians aged roughly 50 to 70 approaching or in retirement, typically with $1M to $10M in investable assets. The work is genuine retirement and decumulation planning: income, tax, estate and transition. Clients come to us for clarity and ongoing advice, so the whole team is oriented around service quality and long-term relationships rather than transactions.

The Junior Financial Advisor

We are looking for a resourceful, growth-minded, and ambitious individual to join our expanding team. This role is suited for a recent graduate of a financial management program, or someone with experience working in a financial planning office, or in other administrative functions, and wanting to grow from a support role to a financial advisor.

This position will start as a support role to our Certified Financials Planners, and it requires someone who has the willingness to obtain their CSC license.

Key accountabilities:

Account openings, transfers, beneficiary and registration changes, contributions/withdrawals, RRIF/RRSP changes
Dealer/back-office liaison: resolving transfer rejections, debits, trade issues and follow-ups, all the way to done
Estate and document processing, DocuSign, fee addendums, AOR and KYC updates, Wealthbox CRM hygiene
Meeting prep and follow-up support alongside the Lead Advisor and Senior Financial Planner
Client follow-up for trade instructions

Qualifications

Dedicated client-service professional with 1-3 years of experience in client or customer service
A knowledge of financial services products with specialization on retirement solutions
Experience with database management and handling of confidential information
Experience in office administration practices and technologies, including general office software, CRM databases, DocuSign etc.
Demonstrated ability to problem-solve independently
Experience with aiding team members with administrative requirements, including, but not limited to, meeting preparation and support
Excellent written and verbal English communication skills
Ability to work daily in office in Peterborough, Ontario

What we offer you:

A starting competitive salary with clear opportunities for progression upon completion of certifications
We provide a structured path to work from operational support to becoming a Lead Advisor with support of a Certified Financial Planner (CFP) designation
A collaborative, values-minded team that works together with clients and removes pressure to build individual books of clients or client quotas
Opportunity to for future hybrid work flexibility based on client and team requirements

Pay: $45,000.00-$50,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Wellness program

Experience:

Database administration: 1 year (required)
Financial services: 2 years (preferred)
office administrative: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

customer support & client services jobs in peterborough, on

Associate Financial Advisor

Freelance Makeup Artist – Beauty Ambassador – Completion Bonus Available

Financial Services Professional LLQP (ON and AB Only)

Credit and Collections Analyst

Real Estate Agents – Leads, Mentorship & Training

Sales Specialist

Insurance Broker

Sales Representative - Ottawa

Mortgage Specialist - Peterborough & the Kawarthas

Branch Manager

Senior Fiber Optic Technician (OSP)

Account Executive, Benefits Insurance

Area Sales Manager

Business Development Manager - Mining & Environmental Laboratory Services (Eastern Canada)

Account specialist, High Value at Risk (HVAR)

Assistant District Manager (Arborist)

District Manager (Arborist)

Insurance Account Manager - Personal Lines - VARIOUS LOCATIONS

Assistant Manager

Carlsberg Retail Sales Representatives - Peterborough/Lindsay

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