Investment Associate

Job Description

Lisa Thompson Family 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 investment associate to support the investment operations of a highly specialized discretionary book of business. In this role, you will be responsible for trade execution, portfolio rebalancing, research and client service. The person that will thrive in this role will have an interest in portfolio management, markets and research. They will be highly competent, organized and possess a strong attention to detail. They will be comfortable working independently, as well as be a st...