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Added 53 mins ago
Sales Manager, USA
ACIC Equipment USA Inc.
Brantford, ON
Full-time
Role Description The Sales Manager role is a full-time hybrid position based in Brantford, ON, with flexibility for some work from home. The Sales Manager will oversee the full sales cycle…
Added 53 mins ago
RQ00810 - Project Manager/Leader - Senior
Maarut
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Contract
Leads organizational development, strategy development, business planning, and Ministry funding requests.
Added 1 hour ago
Senior Manager, Digital Delivery Enablement
Royal Bank of Canada
Toronto, ON
Full-time
In this role you will manage the development and execution of digital product strategies and projects of moderate complexity, ensuring alignment with business objectives and delivering…
Added 1 hour ago
Senior Manager, Risk and Controls Global Functions Technology
Royal Bank of Canada
Halifax, NS
Full-time
Are you passionate about Risk? We are looking for an experienced professional to fill the role of Senior Manager, Risk and Controls, for the Risk and Governance team in Global Functions…
Added 1 hour ago
Relationship Manager, Business Markets Intern
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Assistant Shop Manager - BOSS Shop, Holt Renfrew Square One
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Other
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Added 1 hour ago
Assistant Shop Manager - BOSS Shop, Holt Renfrew Calgary
HUGO BOSS Canada, Inc.
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Internship · Other
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Resident Relations and Engagement Specialist
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Contract
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Added 2 hours ago
Assistant Branch Manager
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Full-time
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Added 2 hours ago
Client Advisor
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Part-time
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Principal Product Manager - Technical AI Solutions
Royal Bank of Canada
Toronto, ON
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Added 2 hours ago
Manager
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Enterprise Sales Manager
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Added 3 hours ago
Assistant Branch Manager- EN
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Corporate Manager - Lease & Rental Canada Sales Division
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Senior Cloud Security Engineer
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$103,000 to $153,000 CAD / year
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learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
Added 4 hours ago
Senior Manager, Risk Analytics & Modelling
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learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
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learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
Added 4 hours ago
Sr. Analyst, Valuation & Model Development
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
$103,000 to $153,000 CAD / year
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learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
Added 5 hours ago
Senior Product Manager, Wealth Management
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Added 5 hours ago
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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

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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.

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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

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