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 service oriented, a supportive team player with a strong commitment to excellence. They will be coachable, comfortable taking initiative, finding solutions, and seeing things through to completion. 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 role has the potential to evolve over time with the right candidate. What will you do? Support and serve clients while providing a highly personalized experience Manage and support the execution of our service plan Coordinate wealth planning services Manage and follow-through on wealth planning activities Assist with financial planning Liaise with clients, team members & business partners to find solutions and see things through to completion Help keep the team organized and manage the intricacies of our business Manage our new client onboarding process Support client education initiatives Support business development activities Coordinate and execute client appreciation & gifting What do you need to succeed? Must-have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Naturally service oriented Self-assured yet coachable Professional and conscientious Personable, hardworking, self-starter Proactive, consistent, and reliable Forward thinking and growth oriented Collaborative and supportive team player Excellent communicator (verbal & written) Independently resourceful (Problem solver) Highly organized with strong attention to detail Able to prioritize, multi-task and effectively manage multiple deadlines Nice to have Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement 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: 2025-10-08 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
