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Added 4 mins ago
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Reception Associate - BMW/MINI Langley
OpenRoad Auto Group
Langley (District), BC · Langley, British Columbia
- Full-time
Direct customers to the correct department or personnel, notify the appropriate Product/Service Advisor that a customer is waiting, or introduce the customers to advisor.
Added 4 mins ago
AB
Account Executive – Group Sales
Alberta Blue Cross
AB · Hybrid
- Full-time
Alberta Blue Cross® is an Alberta based organization dedicated to delivering exceptional customer experience and community leadership. We’re committed to providing the best health coverage…
Added 4 mins ago
TH
Flooring Sales Part Time - WOODSTOCK
The Home Depot
Woodstock, ON
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 4 mins ago
TH
Sales Associate Part-Time - 7102 Thunder Bay
The Home Depot
Thunder Bay, ON
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 4 mins ago
TH
Overnight Freight Associate Full Time - 7170 Lethbridge
The Home Depot
Lethbridge, AB
- Full-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
Added 4 mins ago
TH
Merchandise Execution Associate Part Time - 7180 Winnipeg North
The Home Depot
Winnipeg, MB
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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Manager, Community Platform Operations
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
As Manager, Community Platform Operations, you’ll help build a safer, more trusted experience across AMA Marketplace and AMA Community. Reporting to the Director, Marketplace Exchange,…
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Manager, Community Platform Growth
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
As Manager, Community Platform Growth, you’ll help grow AMA’s two-sided Marketplace by bringing more trusted service providers, sellers and consumers together. Reporting to the Director,…
Added 4 mins ago
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Analytics Engineer
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Calgary, AB
- Full-time
We are seeking a Data Architect to join our team. Reporting to the Software Development Manager, you will be responsible for building the data infrastructure that is key to our products by…
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Manager Engineering
Manulife
Waterloo, ON
- Full-time
As a Manager Engineering, you will lead technology teams in delivering secure, reliable, and user-centered solutions that support business objectives. You will translate technical and…
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Gestionnaire des installations / Facility Manager
JLL
Dorval, QC · Montreal, QC · CAN-CLIENT Montreal-Pharmascience - Royalmount (RMT)
- Full-time
Élaborer et gérer de façon proactive les relations avec le client assurant l'exécution des niveaux de service attendus
Added 4 mins ago
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Guest Experience Associate | Formula Fig Ossington
Formula Fig
Toronto, ON
- Part-time
Founded in 2019 by Jessica Walsh and Anita Chan, Formula Fig is an innovative service meets retail skincare brand dedicated to providing exceptional skincare experiences and innovative…
Added 4 mins ago
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Regional Fixed Operations Manager - Ottawa
401 Auto
Ottawa, ON · Kanata, Ontario
- Full-time
Now Hiring: Regional Fixed Operations Manager – Lead Service & Parts to Peak Performance, Drive Profitability, and Deliver an Unmatched Customer Experience!
Added 4 mins ago
SC
shift supervisor - Store# 04414, LIVERPOOL AND KINGSTON
Starbucks Coffee Company
Pickering, ON
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 4 mins ago
DT
Assistant Manager I
Dollar Tree Stores
Brandon, MB
- 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:
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- Full-time
Under the general direction of the Area Manager, the he Modification Team Lead be responsible for reviewing relevant design documentation and providing guidance to the design team.
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IT Services Specialist
Genesys
Toronto, ON
- Full-time
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Added 19 mins ago
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- Full-time
Reporting to the Software Delivery Manager, the Salesforce Technical Lead is responsible for leading a Salesforce delivery team in the design, development, testing, and release of scalable…
Added 19 mins ago
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Added 19 mins ago
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Added 19 mins ago
Manager, Estates and Trusts - Ottawa
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The Manager, Estates and Family Trust provides strategic and operational leadership to the Estates and Family Trust function within Global Wealth Management, supporting MD Financial…
Added 19 mins ago
Senior Manager, Strategic Sourcing
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…primary focus on Travel and Employee Transportation. As Senior Manager, Corporate Services Sourcing, you will bring market insight, commercial discipline, supplier expertise, and strong…
Added 19 mins ago
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The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 19 mins ago
Junior Account Manager, Eastern Canada, Vertical Sales, Infrastructure
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As Junior Account Manager, you are a sales achiever with the technical and sales talents needed to retain and expand the use of Siemens portfolio with organizations responsible for critical…

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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