Associate Wealth Advisor

Job Description

What is the opportunity?

Lisa Thompson Private Wealth is a well-established and successful Wealth Management Practice in Belleville, Ontario. We have the privilege of serving an amazing group of high-net-worth families. We work hard, we treat clients the way we would like to be treated, and we don’t take our responsibility for granted. We genuinely care about making a real difference in the lives of our clients and we strive each and every day to make that happen.

We are looking for an experienced, highly personable, growth-oriented individual to join our team. The candidate that will thrive in this role will be highly organized, service oriented, with a strong commitment to excellence. They will be coachable, comfortable taking initiative, finding solutions, and seeing things through to completion. They will enjoy working with clients and find satisfaction in playing an integral role in maintaining client relationships.

If you are honest, humble, and hardworking with a desire to work on a team where going above and beyond is baseline, we want to hear from you. This unique role has the potential to evolve with and be somewhat shaped for the right candidate.

As an Associate Wealth Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

• Provide support in maintaining client relationships
• Coordinate wealth planning services
• Manage and follow-through on wealth planning solutions
• Assist with financial planning
• Liaise with clients, team members and partners to find solutions and see things through to completion
• Coordinate support and services throughout the client journey
• Support client education initiatives
• Quarterback marketing initiatives
• Provide occasional support with trading & rebalancing

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with CIRO
• Canadian Investment Regulatory Exam, CIRE
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• University degree
• Exceptional written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Self-assured yet coachable
• Personable, hardworking, self-starter
• Excellent communicator (verbal & written)
• Able to prioritize, multi-task and effectively manage multiple deadlines

Nice-to-have

• 3 years or more of professional experience within the investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

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Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments)…