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Added 12 mins ago
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Printing Assistant
Winpak
Winnipeg, MB
- Full-time
Winpak is seeking an Assistant to join their Printing Department based out of Winnipeg on an 8-hour rotating shift. In this role you will assist the Operator with the safe operation of the…
Added 12 mins ago
VC
icebreaker: Supervisor - Kitsilano
VF Corporation
Vancouver, BC
- $22.75 to $26.46 CAD / hour
- Part-time
…store standards. In partnership with the Store Manager and Assistant Store Manager, you will help maximize store profitability, foster an inclusive team culture, and contribute to the…
Added 12 mins ago
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Assistant Department Manager, Restaurant
Save-On-Foods
Saskatoon, SK · Brighton - Saskatoon SK
- Full-time
We are hiring for an Assistant Department Manager, Restaurant at our Brighton location in Saskatoon, SK.
Added 12 mins ago
I
icebreaker: Supervisor - Kitsilano
icebreaker
Vancouver, BC
- $22.75 to $26.46 CAD / hour
- Part-time
…store standards. In partnership with the Store Manager and Assistant Store Manager, you will help maximize store profitability, foster an inclusive team culture, and contribute to the…
Added 12 mins ago
UO
APTPUO-Winter 2027-FSS 3930-Experiential Learning Self-directed Course II
University of Ottawa
Ottawa, ON · Social Sciences Building
- Part-time
He or she must also have experience in asynchronous online teaching and learning, either as a teaching assistant, instructor, or in any other equivalent role. Excellent proficiency with the…
Added 12 mins ago
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Assistant Store Manager - Hazeldean Mall
Reitmans (Canada) Ltée/Ltd
Ottawa, ON
- 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,…
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Tim Horton's Assistant Manager (18 Month Contract)
Havergal
Burnaby, BC
- Full-time
Added 27 mins ago
Lab Patient Technician (OPSEU Barrie)
LifeLabs
Barrie, ON
…As part of this commitment, LifeLabs prioritizes the ongoing development of our diversity, equity, and inclusion (DEI) program to better serve the needs of our diverse workforce and the…
Added 27 mins ago
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Field Service Technician
Schneider Electric
AB · Edmonton, Alberta
- Full-time
Discover the opportunity to join an international, dynamic, and responsible company that fosters the development of all its people around the world. Every day, we empower employees to…
Added 27 mins ago
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Administrative Assistant
EnGlobe Corp.
Dartmouth, NS
- Full-time
Multiple opportunities for professional growth, mentoring and skills development;
Added 27 mins ago
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Program Director & Full-Time Tenure-Track MA CPSY Faculty
Trinity Western University
Langley (District), BC · Langley, BC
- Full-time
Added 27 mins ago
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S2627-86 Educational Assistant and Early Childhood Assistant - Glendon School
Northern Lights Public Schools
Bonnyville, AB
- Part-time
We are seeking a full-time (1.0 fte) position which will be part-time (0.385) Educational Assistant and part-time (0.615 fte) Early Childhood Assistant. This assignment is to commence at…
Added 27 mins ago
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Temporary Part-Time Learning Assistant - Beiseker Community School
Rocky View Schools
Beiseker, AB
- Part-time
RVS invites applications for a temporary, part-time (18 hrs/wk) Learning Assistant position at Beiseker Community School starting November 13, 2026 to June 29, 2027.
Added 27 mins ago
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Sturgeon Public Schools is currently seeking a Full-Time Temporary Educational Assistant 2 for a work assignment at Landing Trail .
Added 28 mins ago
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- Internship
…behavioural or other learning difficulties). The Educational Assistant, as a professional and integral member of the school team, is responsible for the provision of academic, physical and…
Added 28 mins ago
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Educational Resource Worker /Educational Assistant (Orangeville, Caledon & Bolton Schools)
Dufferin-Peel Catholic District School Board
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- Full-time
Position Title: Supply Educational Resource Worker/ Educational Assistant (Orangeville, Caledon & Bolton area)
Added 28 mins ago
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Educational Resource Worker/ Educational Assistant (Brampton & Mississauga Schools)
Dufferin-Peel Catholic District School Board
Mississauga, ON
- Full-time
Position Title: Supply Educational Resource Worker/ Educational Assistant
Added 28 mins ago
RC
Temporary Educational Assistant (1.0 FTE)
Renfrew County Catholic District School Board
Renfrew, ON
- Temporary
Under the direction and supervision of the Principal, , the Educational Assistant will:
Added 28 mins ago
RV
Temporary Learning Assistant - Elbow Valley Elementary School
Rocky View Schools
Calgary, AB
- Temporary
RVS invites applications for a temporary full-time (30 hrs/wk) Learning Assistant position starting immediately until June 29, 2027 at Elbow Valley Elementary School.
Added 42 mins ago
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Therapy Assistant - Oakville
Monarch House
Oakville, ON
- Part-time
The Therapy Assistant (TA) is primarily responsible for implementing Applied Behavior Analysis, Speech Language Pathology, and Occupational Therapy interventions for children and youth with…
Added 42 mins ago
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Added 42 mins ago
Assistant Gérant (e)
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Deploy consistent employee practices that focus on performance, development and engagement.
Added 42 mins ago
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Leads training for the Assistant Mechanic to ensure effective skill development and consistent performance.
Added 57 mins ago
SA
Assistant Director, Middle School
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- Full-time
St. Andrew’s College invites applications for a full-time, permanent opportunity in the role of Assistant Director of Middle School.
Added 57 mins ago
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Events & Grants Assistant
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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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