Investment Associate

Job Description

What is the opportunity?

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 strong team player. If you are honest, humble, and hardworking with a desire to work on a team where going above and beyond is baseline, we want to hear from you.

What will you do? :

• Execute trades and manage the portfolio rebalancing process of discretionary portfolios
• Monitor discretionary portfolios for performance and strategy
• Ensure client portfolios are always compliant with asset mixes and risk parameters
• Support tax-efficient portfolio strategies
• Conduct research and risk analysis to inform portfolio decisions
• Investment administration and compliance
• Manage ongoing payments and client cash requests
• Coordinate overall portfolio implementation as new portfolios are constructed
• Maintain ongoing client communication and service delivery
• Provide investment educational support to clients
• Proactive contact with clients

What do you need to succeed?

Must-have

• IR/RR license with CIRO in good standing
• Minimum 2 years industry experience
• CIM designation is an asset
• Highly organized with strong attention to detail
• Able to prioritize, multi-task and effectively manage deadlines
• Excellent communicator (verbal & written)
• Comfortable working independently & as a team
• Professional and conscientious
• Personable, hardworking, self-starter
• Self-assured yet coachable
• Forward thinking and growth oriented

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic, collaborative, progressive, and high-performing team

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Account Management, Client Communication, Client Service, Communication, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Operations, Investment Risk Management, Investments, Organizing, Proactive Behavior, Team Player, Wealth Management

Additional Job Details

Address:

10 SOUTH FRONT ST:BELLEVILLE

City:

Belleville

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-16

Application Deadline:

2026-05-06

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.