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Added 1 min ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure…
Added 1 min ago
CA
Senior Marketing & Communications Advisor
Condominium Authority of Ontario
Toronto, ON
- Full-time
We value flexibility and have adopted a hybrid work model whereby employees use a combination of working remotely 2 days a week and in the office for 3 days in Toronto’s Financial District.
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Senior Relationship Manager
BMO
Edmonton, AB · Westlock, AB · Enbridge
- Full-time
BMO's Canadian Middle Market team partners with private companies and public sector organizations to provide strategic financial solutions that fuel business success. As a trusted advisor,…
Added 1 min ago
IF
Bilingual Telesolutions Advisor
Intact FC
Montreal, QC
- Full-time
…In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 16 mins ago
M
Manager, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables…
Added 16 mins ago
B
Credit Manager
BMO
Sudbury, ON
- Part-time
Acts as a trusted advisor to assigned business/group.
Added 16 mins ago
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Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and…
Added 16 mins ago
IF
Data Solution Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…managed, integrated, and consumed? As a Data Solution Architecture Advisor, you will play a key role in defining and safeguarding a cohesive, integrated, and sustainable data architecture…
Added 31 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 31 mins ago
SC
Financial Advisor - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
We are hiring for a Financial Advisor in our Coventry Hills Branch.
Added 46 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 46 mins ago
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Senior Principal, Transformation Management
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…complex, enterprise-scale transformations, primarily serving Financial Services clients across our Canadian portfolio, with opportunities to work across other industries. You will shape…
Added 1 hour ago
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Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products…
Added 1 hour ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
· Financial and Commercial Management: Manage project costs, revenue, profitability, cash flow, and forecasting. Monitor performance against the approved plan, identify and quantify cost…
Added 1 hour ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…contracting, purchase order management, receipting and supplier performance review. Document them, embed them and measure…
Added 2 hours ago
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Licensed Assistant
Manulife
Burlington, ON
- Full-time
Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 2 hours ago
MC
Advisor Experience Specialist
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
Analyze advisor performance metrics, activity levels and planning quality indicators to identify coaching opportunities and recommend actions that improve advisor effectiveness and member…
Added 2 hours ago
MI
Advisor, Last Mile Optimization Ontario
Metro Inc.
Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Manager, Last Mile Optimization, the Advisor, Last Mile Optimization contributes to the operational performance, service quality, and continuous improvement of eCommerce…
Added 2 hours ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…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…
Added 2 hours ago
VB
Spec, Planning & Business Partnership - Finance
Vale Base Metals
Toronto, ON
- Full-time
Leveraging strong Finance process expertise and a deep understanding of business planning, controls, and performance management, you act as a trusted advisor to Finance leadership - pairing…
Added 2 hours ago
Financial Advisor - Midland, ON
Scotiabank
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…together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank…
Added 2 hours ago
Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
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…together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank…
Added 2 hours ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires strong…
Added 2 hours ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires strong…

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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