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Added 5 hours ago
Member Experience Representative (Temporary up to 12 months) - Repost
FirstOntario Credit Union
Hamilton, ON
Contract
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 6 hours ago
Member Service Support Representative (Full-Time, 14 Month Term) Oakbank
Access Credit Union
Beausejour, MB · Oakbank, MB · Whitemouth, MB
Full-time
The Member Service Support Representative provides a superior member experience by greeting members, responding to inquiries and promoting the products and services of the credit union…
Added 6 hours ago
Member Service Representative I (Full-time, permanent) Vita
Access Credit Union
Vita
Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 10 hours ago
Prospr Advisor
Sun Life Québec
Montreal, QC
Full-time
As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their…
Added 10 hours ago
Financial Services Representative II
CIBC
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Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 11 hours ago
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
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Full-time
Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on…
Added 12 hours ago
Financial Services Representative II
CIBC
Toronto, ON · Markham, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 12 hours ago
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Financial Service Representative
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…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 13 hours ago
Grow Your Practice at Odlum Brown, Your Way
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Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on…
Added 13 hours ago
Personal Finance Advisor
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…business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and…
Added 13 hours ago
Wealth Management Advisor
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Saint-Charles-de-Bellechasse, QC · Saint-Anselme, QC · Saint-Raphaël, QC · Levis, QC · Saint-Henri, QC · Sainte-Claire, QC · Beaumont, AB · Caisse Desjardins de Bellechasse
Full-time
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Added 13 hours ago
Wealth Management - Operations Internship-Co-op - Winter 2027
Scotiabank
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This full-time internship is designed to introduce students to the dynamic, client-focused environment of Wealth Management at Scotiabank, and provides the opportunity to gain hands-on…
Added 13 hours ago
Member Services Representative - Part Time
Meridian Credit Union
Niagara Falls, ON
$45,000 to $49,000 CAD / year
Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 14 hours ago
Project Manager
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Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
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PIA Client Service Associate
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TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
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PIA Client Service Associate
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TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 14 hours ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 14 hours ago
Wealth Management Advisor
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Full-time
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Added 14 hours ago
Financial Services Representative
CIBC
Montreal, QC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 14 hours ago
Financial Services Representative II
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Sarnia, ON
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…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 14 hours ago
Assistant Vice President Shelf Management Solutions & Accounts
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 15 hours ago
Customer Service Representative - Alliston, ON (15 hrs/week)
Scotiabank
Alliston, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
BA II (Data Services Analyst)
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 16 hours ago
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
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…

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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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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