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Added 14 mins ago
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Finance - Senior Manager/Manager, Business Finance, Digital
Aritzia
Vancouver, BC
- Full-time
The mission of the Business Finance Department is to maximize Aritzia’s financial performance and drive business objectives through strategic financial insight.
Added 14 mins ago
OG
Residential Leasing Manager
Onni Group of Companies
Vancouver, BC
- Full-time
Are you a dynamic, goal-oriented professional with a passion for real estate and leasing? We’re looking for an experienced Residential Leasing Manager to drive success in marketing, leasing…
Added 29 mins ago
SS
Account Manager, PR & Media Relations
Swerve Strategic Marketing
Burlington, ON
- Full-time
Contribute to new business opportunities, including pitch development and client presentations
Added 29 mins ago
NB
Business Development Representative
National Bank of Canada
Toronto, ON
- Full-time
As a Business Development Representative (Internal Distribution) you will proactively identify and qualify Advisors and Financial Planners throughout the National Bank Branch Network for…
Added 29 mins ago
SC
National Sales Coordinator
Spicers Canada
Vaughan, ON
- Full-time
Work together as a team with National Packaging Manager and/or the National Account Managers to create business opportunities;
Added 29 mins ago
HM
Key Account Manager
Highlight Motor Group
Vaughan, ON
- Full-time
We are seeking a customer-focused and results-driven Key Account Manager / Inside Sales professional to manage and grow a portfolio of strategic customer accounts.
Added 29 mins ago
CF
Directeur/directrice du développement des affaires
CI Financial
Montreal, QC
- Full-time
Added 29 mins ago
Cloud FinOps Manager
The Canada Life Assurance Company
Toronto, ON
We are looking for a Manager, Cloud FinOps. This is a single-contributor / individual-contributor role with no direct people-management responsibilities, with a mandate to provide…
Added 44 mins ago
TE
Intern, Canada Gas Operations
TC Energy
North Bay, ON
- Full-time
We are seeking a Student Intern to provide administrative and business support to a team of technical professionals and their manager. This opportunity will provide hands-on experience with…
Added 44 mins ago
UH
Senior Manager, UHN West Park Assessment Centre
University Health Network
Toronto, ON
- Full-time
…third-party assessment services to insurers, the medical-legal and disability management community, and employers. One hundred percent of the Assessment Centre's revenues go directly back…
Added 44 mins ago
RB
Senior Relationship Manager Agriculture, Commercial Financial Services
Royal Bank of Canada
Steinbach, MB · MB · PEMBINA, Manitoba
- Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
Added 44 mins ago
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Chef Manager (B&I food services)
Dexterra
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
As a Chef Manager, you'll lead the culinary experience and performance of your operation, balancing time in the kitchen with developing your team, engaging with customers and managing the…
Added 59 mins ago
SS
Regional Sales Manager
Summit Search Group
Victoria, BC · Greater Victoria Metropolitan Area
- Full-time
Reporting to the VP, Sales & Marketing, the Regional Sales Manager will be responsible for developing new business, growing existing accounts, and expanding market presence across Canada…
Added 59 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…strong supplier relationships, strategic partnerships with the business, and strong governance over all external spend. The Director, Procurement will lead that…
Added 59 mins ago
J
Manager of Learning & Development
JLR
Ottawa, ON
- Full-time
We’ve opened a role for a talented, entrepreneurial Manager of Learning & Development to work alongside the exceptional people in the People & Culture team. This role is suitable for…
Added 59 mins ago
MC
Parking/ONE Card/Campus Store Support (Regular Part Time)
Mohawk College
ON
- Part-time
Working under the supervision of Manager, Parking, Printing and ONE Card, the incumbent will work out of the consolidated ONE Card, Parking and Campus Store location and is responsible for…
Added 59 mins ago
TF
Curriculum and Program Quality Lead/Manager
The Foray Group
Markham, ON
- Full-time
Position Title: Curriculum and Program Quality Lead/Manager
Added 1 hour ago
PE
Manager of Marketing
Pretium Engineering
Burlington, ON
- $75,000 to $94,995 CAD / year
- Full-time
Support the CEO, Service Area Leaders, and designated business developers with target-client campaigns, market intelligence, pursuit materials, and client-development activity.
Added 1 hour ago
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Technical Program Manager
PointClickCare
Mississauga, ON
- Full-time
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not…
Added 1 hour ago
M
Manager, Customer Protection
Metrolinx
Canada
- Full-time
The Customer Protection Services division is seeking a Manager, Customer Protection that will manage and provide oversight customer protection officer services (CPS) operations program and…
Added 1 hour ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
You’ll be part of an inclusive, team-based environment where collaboration, diverse perspectives, and shared success are at the heart of everything we do. This is more than a job - it’s a…
Added 1 hour ago
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Manager - BMO Insurance Social & Brand
BMO
Toronto, ON · YNG
- Full-time
Supports the development and execution of the social and content calendar, ensuring content is timely, coordinated and aligned to business priorities.
Added 1 hour ago
IG
Managing Director
Interroll Group
ON · Ontario, Canada
- Full-time
Responsible for achieving revenue targets, driving sales performance, developing new business, and overseeing production efficiency. Leads, coaches, and develops the sales team, while…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 hour ago
AE
Regional Sales Manager
ACIC Equipment USA Inc.
Brantford, ON
- Full-time
Role Description The Regional Sales Manager is a full-time hybrid role based in Brantford, ON, with flexibility for some work-from-home arrangements. This role is responsible for developing…

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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