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Relationship Manager, Commercial Banking (Rural Sask & Agriculture)
CIBC
Saskatoon, SK
- Full-time
…flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business…
Added 4 mins ago
FG
Laline - Store Manager - Fairview Mall
Fox Group Canada Inc.
Toronto, ON
- Full-time
As a Store Manager, you are a charismatic leader with exceptional service and sales acumen. Reporting into the Area Manager, you will drive the growth and awareness of Laline in your store…
Added 4 mins ago
FG
Laline - Part Time Shift Lead - Vaughan Mills
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Vaughan, ON
- Part-time
Help resolve customer concerns in the absence of the Store Manager or Assistant Manager
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FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Vaughan Mills
Fox Group Canada Inc.
Vaughan, ON
- Part-time
…and most exciting times of the year. Reporting to the Store Manager, you will deliver exceptional customer service, share product knowledge, support sales goals, and help create a welcoming…
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CH
Administrateur de bureau
Cardinal Health
Dorval, QC · Canada-Dorval
- Full-time
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Added 4 mins ago
RC
Production Assembler
Reliable Controls
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- Full-time
…delivery and continuous improvement. Reporting to the Operations Manager, you will help achieve operational excellence, product quality, and customer satisfaction. This role offers the…
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(CAN) Leader de nuit
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- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
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Fashion Department Manager
Walmart
Dawson Creek, BC
- Full-time
The Fashion Department Manager plays a key leadership role in bringing the fashion departments to life each day. By leading and supporting fashion associates, this role drives strong…
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Pharmacy Assistant
Walmart
Ottawa, ON
- Part-time
…team player. They are a key member in the delivery of superior customer…
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(CAN) Overnight Lead Department Manager
Walmart
Williams Lake, BC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
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CH
Senior Building Manager, Portfolio Support & Training
Co-operative Housing Federation BC
Vancouver, BC
- Full-time
Reporting to the Managing Director of Housing Operations, The Senior Building Manager, Portfolio Support & Training supports the effective operation of housing co-operatives across…
Added 4 mins ago
TA
Customer Success Manager, Scaled Accounts
Tali AI
Toronto, ON
- Full-time
Experience in a high-volume or digitally led Customer Success model with many SMB accounts.
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON · FCP
- Full-time
Experience supporting regulatory and operational reporting initiatives.
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Cyber Controls Testing Analyst
BMO
Toronto, ON · YNG
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
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Senior Analyst, Credit Risk Analytics, Stress Testing (12 Month Contract)
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- Full-time
Typically between 0 - 2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
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Walmart
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- Full-time
The Relief Pharmacist assists the Pharmacy Manager and the Staff Pharmacist in all aspects of Pharmacy Operations.
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(CAN) Associé à la protection des biens
Walmart
Granby, QC
- Full-time
…helps protect people, merchandise, and the overall shopping…
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Associate or Vice President, Global Markets
BMO
Montreal, QC · HO
- Full-time
…merchandise. The Associate is expected to maximize profit based on customer flow and experience while minimizing bank risk and adhering to position and loss limits as designed by Trading…
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Senior Relationship Manager
BMO
Edmonton, AB · Westlock, AB · Enbridge
- Full-time
Senior Relationship Manager, Commercial Banking
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(CAN) Directs Store Delivery Associate
Walmart
Edmonton, AB
- Part-time
…timely delivery to the sales floor, supporting a smooth shopping experience for customers. By helping keep merchandise flowing and available, you play an important role in driving customer…
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(CAN) Front End Assistant Manager
Walmart
Slave Lake, AB
- Full-time
4. Serves Customers as an ambassador for their store by greeting customers, seeking their feedback and ensuring customer needs, complaints, and issues are resolved within Company guidelines…
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(CAN) OMNI Assistant Manager
Walmart
Slave Lake, AB
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Added 4 mins ago
CO
Librarian 1 Children Youth Services
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New Westminster, BC · Public Library, British Columbia
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Reporting to the Manager of Programs and Community Development and under the supervision of the Librarian 2 Children and Youth Services, you will provide programs, public service,…
Added 4 mins ago
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Sales Associate - Event Retail
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Toronto, ON · Scotiabank Arena
- Part-time
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Added 4 mins ago
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Natural Value Department Manager
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- Full-time
Train and develop department associates in customer service, product knowledge, and merchandising

iA Private Wealth

Licensed Assistant

Ottawa, ON, Canada
Greater Ottawa Metropolitan Area, Canada

Full-time

Apply About employer

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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