Job Description
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. I...