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 robust 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 valuable standing required • Minimum of 2 years experience in the industry • Highly organized and detail-oriented • Robust 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. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2owmv1