Experienced Investment Associate in Belleville

Join Lisa Thompson Family Wealth in Belleville as an Experienced Investment Associate. This role is focused on supporting high-net-worth clients through effective portfolio management and trade oversight. You'll play an essential part in a successful wealth management practice, executing trades, managing rebalancing processes, and ensuring compliance with investment strategies. Ideal candidates will possess strong analytical skills, diligence, and a proactive approach. Your contributions will significantly impact client satisfaction and portfolio performance. Key Responsibilities: - Oversee trade execution for client portfolios - Monitor performance and adjust strategies accordingly - Ensure compliance with risk guidelines - Support clients with educational investment resources - Conduct in-depth research for informed decision-making Requirements: - IR/RR license in good standing required - Minimum of 2 years experience in the industry - Highly organized and detail-oriented - Solid written and verbal communication skills - Ability to work both independently and collaboratively Apply your investment knowledge and client service skills to thrive at Lisa Thompson Family Wealth. Apply on Kit Job: kitjob.ca/job/2otmg7