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?

What do you need to succeed?

Must-have

Nice-to-have

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:

Job Skills

Additional Job Details

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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) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.