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Added 3 mins ago
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Truck and Coach Shop Technician
Wajax
Regina, SK
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
Added 3 mins ago
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Heavy Equipment Technician - Shop
Wajax
Prince George, BC
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
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Heavy Equipment Technician - Field
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Prince George, BC
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
Added 3 mins ago
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Brand & Advertising Coordinator
Titan Environmental Containment & Titan USA
Leduc, AB · AB · Surrey, BC · Ile des Chênes, MB · Burlington, ON · Ottawa, ON · Emerald Park, SK · Vars, ON · Calgary, AB
- Full-time
…to help bring our brand to life. Reporting to the Marketing Manager, this role is at the center of our marketing efforts, coordinating impactful advertising campaigns, supporting brand…
Added 3 mins ago
IR
Senior Manager, Consulting
Info-Tech Research Group
Canada
- Full-time
We are seeking an experienced and dynamic Consulting Senior Manager to lead strategic client engagements, drive executive-level relationships, and oversee the delivery of research-driven…
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Financial Advisor/ Senior Financial Advisor - Oakridge Branch
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- Full-time
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Administrative Assistant II
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Chatham-Kent, ON · Chatham, ON
- Full-time
Carry out special assignments at the request of the Manager, Housing Services
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KD
Casual Direct Support Professional
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…they support people to learn skills for their own growth and…
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Customer Care Representative-Victoria, BC
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…health. We offer a competitive remuneration package, professional development opportunities, and promote a safe and healthy…
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Guest Attendant
Chartwell
Toronto, ON
Respond to resident and family concerns and report to the Health and Wellness Manager when needed
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Assistant Housekeeping Manager-Maternity Leave Coverage (18 Months)
Algonquin Resort
Banff, AB
- Full-time
The duties and responsibilities for the Assistant Housekeeping Manager include, but are not limited to the following:
Added 3 mins ago
Senior Full Stack Developer - UGH - FT Support
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Toronto, ON
Reporting to the Manager, Enterprise Systems and Data Integration, the incumbent supports the University’s application ecosystem, including guelphhumber.ca, my.guelphhumber.ca, SharePoint…
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Principal Product Mgr. - Tech, Programmatic Reporting, Measurement, Ad Tech, and Data Science (MADS)
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We are seeking an experienced, highly technical, customer-focused Principal Product Manager – Technical to lead the development of high scale programmatic reporting solutions. This role…
Added 3 mins ago
LO
Analyst (Justice and National Security)
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- Full-time
Reporting to the Senior Manager, Justice and National Security, the analyst works within multidisciplinary teams and provides parliamentarians with authoritative, high-quality, impartial…
Added 3 mins ago
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Assistant Produce Manager
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Aurora, ON
- From $21.5 CAD / hour
- Full-time
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Commandant·e de réponse aux incidents cyber / Cyber Incident Response Commander
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Added 3 mins ago
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Events Manager
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- $85,000 to $95,000 CAD / year
- Full-time
The Manager, Events leads the day-to-day execution of Indigo’s events program, translating strategic vision into disciplined operational plans, overseeing events support staff, and…
Added 3 mins ago
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Manager, Policy Services
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
The House of Commons’ Finance Services is currently looking to staff the Manager, Policy Services position.
Added 3 mins ago
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Human Resources Advisor- (26-037-3) - External Closes Nov 22/26
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- Full-time
The Role: Reporting to the Human Resources Manager, the Human Resources Advisor delivers a full range of professional human resource services including recruitment, training and…
Added 4 mins ago
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Manager, Engineering and System Planning
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Reporting to the Vice President, Engineering & Operations, the Manager, Engineering & System Planning will provide strategic and technical leadership in the planning, design,…
Added 4 mins ago
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Technical Lead - Space and Defense
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- $100,000 to $110,000 CAD / year
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Insight Global is seeking a Technical Leader to join a global leader in the design and development of high-performance CMOS and CCD image sensors, focal plane arrays, and cameras for…
Added 4 mins ago
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Project Estimator
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Reporting to the Estimating Manager, the Project Estimator plays a key role in the preparation of complete EPC (Engineering, Procurement, and Construction) proposals for high-voltage…
Added 4 mins ago
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Manager, RF Systems Engineering
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Added 4 mins ago
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Draftsperson
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- $70,000 to $90,000 CAD / year
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Foster the professional growth and development of our team members.
Added 4 mins ago
AH
Product Manager
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…opportunities, identifying where meaningful value exists, and guiding development toward work that delivers measurable…

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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