Investment Associate at Lisa Wealth

Advance your career as an Investment Associate with Lisa Thompson Family Wealth in Belleville, Ontario. This crucial role embraces investment operations, client service, and portfolio management.

In this position, you will engage with high-net-worth families at a well-established Wealth Management Practice. You’ll execute trades, monitor discretionary portfolios, and ensure compliance with risk parameters. Strong attention to detail, excellent organization, and communication skills are essential for fulfilling client needs.

Key Responsibilities:

• Execute trades and manage portfolio rebalancing

• Monitor discretionary portfolios for performance

• Ensure compliance with asset mixes and risk parameters

• Conduct research and perform risk analysis

• Provide ongoing client communication and service

Requirements:

• Must possess IR/RR license in good standing

• At least 2 years of industry experience

• CIM designation is preferred

• Highly organized, with strong attention to detail

• Excellent verbal and written communication skills

Embrace an impactful role focused on client engagement and portfolio success at Lisa Thompson Family Wealth.
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