Associate Wealth Advisor

Royal Bank of Canada

Belleville, Canada
Base: $38,000.00 - $60,000.00; bonus/equity: varia...
Client relationship management
Wealth planning coordination
Financial planning assistance
Lisa Thompson Family Wealth is a well-established and successful Wealth Management Practice serving high-net-worth families with a commitment to excellence and client care

Job Summary

  • Lisa Thompson Family Wealth is a well-established and successful Wealth Management Practice serving high-net-worth families with a commitment to excellence and client care.
  • As an Associate Wealth Advisor, you will work closely with the Investment Advisor team to provide advice, support client relationships, and identify new business opportunities.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional growth within a dynamic and collaborative team.

Matching Summary

Lisa Thompson Family Wealth is a well-established and successful Wealth Management Practice serving high-net-worth families with a commitment to excellence and client care.

Salary

Base: $38,000.00 - $60,000.00; Bonus/Equity: Variable incentive up to 1.5x salary; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Wealth planning coordination
  • Financial planning assistance
  • Proactive client support
  • Business applications proficiency
  • Strong communication skills

Nice-to-have

  • Meticulous attention to detail
  • Strong problem solving skills
  • Highly developed client service skills
  • Self-starter and coachable
  • Team-oriented mindset
  • Growth-oriented attitude

Key Requirements

  • Registered Representative (RR) approval with CIRO
  • Canadian Investment Regulatory Exam (CIRE)
  • Completion of Wealth Management Essentials (WME) or Investment Management Techniques (IMT) course
  • University degree
  • 3+ years investment industry experience

Work Rights

Not specified

Tailored Resume

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