Associate Wealth Advisor

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, highly personable, growth-oriented individual to join our team. The candidate that will thrive in this role will be highly organized, service oriented, with a strong commitment to excellence. They will be coachable, comfortable taking initiative, finding solutions, and seeing things through to completion. They will enjoy working with clients and find satisfaction in playing an integral role in maintaining client relationships. 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. This unique role has the potential to evolve with and be somewhat shaped for the right candidate.

As an Associate Wealth Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

• Provide support in maintaining client relationships
• Coordinate wealth planning services
• Manage and follow-through on wealth planning solutions
• Assist with financial planning
• Liaise with clients, team members and partners to find solutions and see things through to completion
• Coordinate support and services throughout the client journey
• Support client education initiatives
• Quarterback marketing initiatives
• Provide occasional support with trading & rebalancing

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with CIRO
• Canadian Investment Regulatory Exam, CIRE
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• University degree
• Exceptional written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Self-assured yet coachable
• Personable, hardworking, self-starter
• Excellent communicator (verbal & written)
• Able to prioritize, multi-task and effectively manage multiple deadlines

Nice-to-have

• 3 years or more of professional experience within the investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

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
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk 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:

2026-02-23

Application Deadline:

2026-04-23

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:

$38,000.00- $60,000.00

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:

1.5x

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.