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Added 12 mins ago
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Key Holder
WINS (Women In Need Society)
Calgary, AB
- Full-time
Reporting to the Store Manager and is an integral member of the Social Enterprise team. We need a trustworthy and reliable individual to join the team as a Key Holder. As the keeper of the…
Added 12 mins ago
IR
Uncertified Cook
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Assistant Cook performs the assigned duties for the provision of regular, therapeutic and texture modified meals related…
Added 12 mins ago
IR
Uncertified Cook
Interlake-Eastern Regional Health Authority
Ashern, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Assistant Cook performs the assigned duties for the provision of regular, therapeutic and texture modified meals related…
Added 12 mins ago
FH
Assistant Fairmont Gold Manager
Fairmont Hotels & Resorts
Banff, AB
- Full-time
Reporting to the Director of Fairmont Gold, the Assistant Fairmont Gold Manager oversees the daily Fairmont Gold operation and serves as the department’s operational leader in the…
Added 12 mins ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
…across all aspects of frontend development to join the Autodesk Assistant engineering platform team. Autodesk Assistant is a conversational, AI agent-powered experience integrated across…
Added 12 mins ago
FA
Administrative Assistant
FTAI Aviation
Montreal, QC
- Full-time
The Administrative Assistant is responsible for providing administrative support to the General Manager and the full Executive Team of the Canadian business in a professional, efficient,…
Added 12 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Vancouver, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 12 mins ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Saanichton, BC
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 12 mins ago
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Client Success Manager/Google Ads Specialist for a digital marketing agency
Limitless Agency
Remote, Canada
- $42,000 to $48,000 USD / year
- Full-time
- Remote
Implement, test, and troubleshoot conversion tracking using Google Tag Manager, Google Tag Assistant, and Google Ads, and verify that leads are accurately captured and attributed in the CRM…
Added 12 mins ago
Legal Assistant
Government of Alberta
AB
Two-year diploma in a related field such as Legal Assistant, Paralegal, Criminology or a related discipline, plus a minimum of one year of progressively responsible related experience in a…
Added 26 mins ago
TC
Restaurant Management
The Canadian Brewhouse
Leduc, AB
- Full-time
Assistant General Manager Role Responsibilities:
Added 26 mins ago
A
Senior Software Developer, Frontend
Autodesk
Toronto, ON
- Full-time
…across all aspects of frontend development to join the Autodesk Assistant engineering platform team. Autodesk Assistant is a conversational, AI agent-powered experience integrated across…
Added 26 mins ago
DT
Assistant Manager I
Dollar Tree Stores
Vegreville, AB
- Part-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 26 mins ago
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Retail Assistant Store Manager
Skechers
Burnaby, BC
- Part-time
The Assistant Store Manager position is critical to our success, providing support to the Management Team in all areas of operations management and team leadership. You’ll drive the store’s…
Added 26 mins ago
UO
Associate Director, Corporate and Foundation Relations
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 41 mins ago
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Pharmacy Assistant Manager Relief
Sobeys
ON · Ontario, Canada
- Full-time
Inspire a positive, patient-focused culture and ongoing customer experience KPI enhancements
Added 41 mins ago
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Assistant Store Manager - Metral Place Centre
RCL - Reitmans Canada Ltd/Ltée
Nanaimo, BC
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 41 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Lasalle, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 42 mins ago
CS
Assistant Store Manager
Columbia Sportswear Company
AB · CrossIron Mills
- Full-time
As an Assistant Store Manager, you will be a key member of the Store Leadership Team, and you will assist the Store Manager to ensure effective store operations. This role executes…
Added 42 mins ago
Produce - Assistant Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
The assistant department manager is responsible for supervising staff and ensuring the smooth operation of the department’s daily activities in the manager’s absence, including…
Added 42 mins ago
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Assistant Branch Manager
BMO
Toronto, ON
- Full-time
…and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and…
Added 42 mins ago
Administrative Assistant
Covenant Care + Covenant Living
Beaumont, AB
Reporting to the Resident Care Manager, the Administrative Assistant provides reception, administrative, scheduling / payroll services and works with the Resident Care Manager on receiving…
Added 56 mins ago
TC
Restaurant Management
The Canadian Brewhouse
Prince George, BC
- Full-time
Assistant General Manager Role Responsibilities:
Added 57 mins ago
A
Third Key Holder
Ardene
Woodstock, ON
- Full-time
In the absence of the Store Manager and the Assistant Manager, the Third Key Holder is responsible for overseeing all store operations including: opening and closing procedures, store…
Added 57 mins ago
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Technicien(ne) en bâtiment / Building Services Technician
JLL
Quebec, QC · CAN-CLIENT Quebec-Place Ste-Foy
- Full-time
…to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new…

iA Private Wealth

Licensed Assistant

Ottawa, ON, Canada
Greater Ottawa Metropolitan Area, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Posting language: English
Posted: Nov 3, 2026

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 implementation and trading tasks within licensing and compliance requirements. Prepare reports and client meeting materials, maintain accurate records, contribute to team activities and process improvements, and assist with client communications and events.

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 client service experience, strong communication and organizational skills, attention to detail, Microsoft Office proficiency, and post-secondary education in a relevant field or equivalent experience.

Skills

Client Service
Client Account Administration
Financial Planning Support
Portfolio Administration
Trade Entry
Portfolio Rebalancing
Client Communication
Financial Data Gathering
Documentation Management
Regulatory Compliance
Attention to Detail
Organization
Written and Verbal Communication
Microsoft Office
Outlook
Excel

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Canadian Securities Course
Conduct and Practices Handbook Course
CIRO Licensing
Portfolio Manager Accreditation
Investment Representative Training
Client Service
Financial Planning
Portfolio Administration
Model Portfolios
Portfolio Implementation
Portfolio Rebalancing
Trade Entry
Client Account Documentation
Account Transfers
Deposits
Withdrawals
Regulatory Compliance
Microsoft Office
Outlook
Excel
Client Communications
Performance Review
Investment Research

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