Find work in Canada.

332,825 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
Accountant, Assurance and Accounting - January 2028
ACCA Careers
Kamloops, BC
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor,…
Added 2 mins ago
Accountant, Assurance and Accounting - September 2028
ACCA Careers
Kamloops, BC
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 2 mins ago
Chief Financial Officer
MNP Executive Search & Professional Recruitment
Port Coquitlam, BC
Contract
Added 3 mins ago
Associate Financial Consultant - 34th at Victoria
Assiniboine Credit Union
Brandon, MB
Full-time
Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful…
Added 16 mins ago
Co-op Accounting Technician (SaskPoly Students)
ACCA Careers
Estevan, SK
Temporary
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a…
Added 16 mins ago
Co-op Accountant (University Students)
ACCA Careers
Estevan, SK
Temporary
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted…
Added 16 mins ago
Summer Accountant (University Students)
ACCA Careers
Estevan, SK
Temporary
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted…
Added 16 mins ago
Accountant (University Students)
ACCA Careers
Estevan, SK
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 16 mins ago
Product & Pricing Consultant III (35726)
Myticas Consulting
Toronto, ON
Full-time
We are seeking an experienced Product & Pricing Consultant III to support the implementation of SaaS-based product and pricing solutions within banking and financial services.
Added 16 mins ago
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
Full-time
Senior / Team Lead | SaaS Banking & Financial Technology
Added 16 mins ago
Product & Pricing Architect (35728)
Myticas Consulting
Toronto, ON
Full-time
Added 16 mins ago
SOLUTION ARCHITECT TECHNICAL ARCHITECT (35734)
Myticas Consulting
Toronto, ON
Full-time
We are seeking a senior Solution Architect / Technical Architect with strong experience delivering complex enterprise SaaS solutions within Banking, Financial Services, or FinTech e
Added 16 mins ago
Principal Banking Cloud Architect | Client Partner | Technology Consulting (35568)
Myticas Consulting
Toronto, ON
Full-time
We are seeking an experienced Principal Banking Cloud Architect / Client Partner to help financial institutions navigate complex technology transformation initiatives.
Added 17 mins ago
Indirect Tax Manager
Plusgrade
Montreal, QC
Full-time
Added 17 mins ago
Director, Canadian Banking Controller
CIBC
Toronto, ON
Full-time
Added 17 mins ago
Senior Data Analyst
The Canadian Centre of Recovery Excellence (CoRE)
Calgary, AB
Full-time
Added 18 mins ago
Career Advisor (Employment Services)
Meta Vocational Services Inc.
Toronto, ON · Etobicoke, Ontario
Contract
Added 18 mins ago
Executive Assistant
University of Alberta
Edmonton, AB
Part-time
Added 47 mins ago
Treasury Manager
National Bank of Canada
Calgary, AB
Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 47 mins ago
Dealer Operations & Support Associate/Associé(e), soutien aux opérations de courtage
PBY Capital
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
Added 47 mins ago
ScotiaMcLeod Administrative Associate - St John's
Scotia Wealth Management
St. John's, NL · Greater St. John's Metropolitan Area
Full-time
…grow and protect their wealth by understanding their complete financial picture - life, family, business, and…
Added 47 mins ago
Financial Advisor
Leadervest
Courtenay, BC
$75,000 to $80,000 CAD / year
Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 48 mins ago
Senior Financial Advisor - Collingwood, Ontario - 11 month Contract
Scotiabank
Collingwood, ON
Added 48 mins ago
Bilingual ADP Sales Manager
Sun Life
Toronto, ON · ON · Montreal, QC · Quebec, QC · Sun Life Montreal Metcalfe
Full-time
Added 48 mins ago
Senior Advisor, Audits, inspections and internal audits
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
Full-time
As a senior audit, inspection or internal audit advisor, you assist with audits, inspections, and internal audits and help ensure the regularity of financial statements. You provide the…

iA Private Wealth

Licensed Assistant

Ottawa, ON, Canada
Greater Ottawa Metropolitan Area, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Posting language: English
Posted: Sep 24, 2026

Apply About employer

Applications open in a new tab.

Original job description

About the Opportunity

This is a unique opportunity for someone starting as a licensed assistant, or a fully licensed registered representative who wants to grow over time toward an advisor role. Stone Gable Investment is looking for a motivated and detail-oriented Licensed Assistant to support an established wealth management practice in Ottawa, with practical exposure to client service, financial planning support, and portfolio administration.

Key Responsibilities

Client Service & Administration

Work closely with clients by responding professionally and promptly, assisting with trades, withdrawals, deposits, transfers, and ensuring proper documentation
Gather, verify, and update client financial information required for planning and account administration
Maintain accurate client files, notes, documentation, and follow-up records
Act as a primary client-service contact for administrative and trading-related needs when the advisor is away, within licensing, firm, and CIRO compliance requirements

Financial Planning Support

Support the advisor with client financial plans, including gathering information, entering data, and preparing planning materials
Help clients stay organized with documentation, next steps, and planning updates that support a strong client experience

Portfolio & Trading Support

Assist with model portfolio implementation, rebalancing, and trade entry where appropriately licensed
Support the advisor with research, performance review, and tracking of positions in portfolio model
Monitor model portfolio changes and assist with consistent implementation across client accounts
Stay current with applicable regulatory and compliance requirements

Team Contribution

Build strong working relationships with team members and corporate head office
Participate in team meetings and contribute ideas
Maintain high standards of professionalism, accuracy, and client service
Commit to ongoing professional development
Support the advisor with reports, meeting materials, and client review preparation
Assist with client communication, events, seminars, and marketing materials
Recommend process improvements and ways to enhance the client experience

Qualification

Canadian Securities Course (CSC) completed or in progress
Conduct and Practices Handbook Course (CPH) completed or in progress
Eligible or actively working toward CIRO licensing requirements, including the proficiency needed for portfolio manager accreditation
Post-secondary education in business, finance, economics, or a related field, or equivalent experience
Client service experience with the ability to communicate professionally and confidently with client
Interest in developing into an advisor role over time
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office, Outlook, and Excel
Experience in wealth management, financial services, banking, or investment administration
Investment Representative Training completed or willingness to complete
Knowledge of client account documentation, transfers, deposits, withdrawals, and model portfolios

Working Conditions

This is an in-person role based in Ottawa within a professional office environment. From time to time, client events or seminars may take place outside regular business hours. The successful candidate should be comfortable managing multiple priorities while maintaining a high level of accuracy, professionalism, and client service.

Career Development Opportunity

This role is well suited for someone who wants to build a long-term career in wealth management. The successful candidate will have the opportunity to develop technical knowledge, client service skills, planning experience, and confidence in client-facing conversations, with the potential to grow into an advisor role over time.

How to Apply

Please submit your resume and cover letter to stonegablesteam@iaprivatewealth.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Support an established wealth management practice with client service, account administration, financial planning preparation, and portfolio and trading tasks within licensing and compliance requirements. Maintain accurate client records, assist with client communications and reviews, and contribute to team operations and process improvements.

Requirements

Candidates should have the Canadian Securities Course and Conduct and Practices Handbook Course completed or in progress, and be eligible for or working toward applicable CIRO licensing requirements. The role also calls for strong client communication, organization, accuracy, Microsoft Office proficiency, and relevant post-secondary education or equivalent experience; wealth management or financial services experience is an asset.

Skills

Client Service
Client Account Administration
Financial Planning Support
Portfolio Administration
Trade Entry
Portfolio Rebalancing
Investment Research
Regulatory Compliance
Client Communication
Documentation Management
Attention To Detail
Organization
Microsoft Office
Outlook
Excel

Visa sponsorship

Not detected in the job text

Keywords

Canadian Securities Course (CSC)
Conduct And Practices Handbook Course (CPH)
CIRO Licensing
Investment Representative Training
Wealth Management
Financial Services
Financial Planning
Portfolio Administration
Model Portfolios
Portfolio Rebalancing
Trade Entry
Client Account Documentation
Account Transfers
Deposits
Withdrawals
Client Service
Regulatory Compliance
Microsoft Office
Outlook
Excel
Client Reviews
Investment Research
Performance Review
Client Communications

Report this job