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Added 1 min ago
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Reception Associate - BMW/MINI Langley
OpenRoad Auto Group
Langley (District), BC · Langley, British Columbia
- Full-time
…a shared vision to become the national automotive leader in customer experience. As one of “Canada’s Best Employers” and “Best Managed Companies”, we are looking for team players who are…
Added 1 min ago
TH
Flooring Sales Part Time - WOODSTOCK
The Home Depot
Woodstock, ON
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 1 min ago
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Sales Associate Part-Time - 7102 Thunder Bay
The Home Depot
Thunder Bay, ON
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 1 min 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 1 min ago
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Merchandise Execution Associate Part Time - 7180 Winnipeg North
The Home Depot
Winnipeg, MB
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
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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,…
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Analytics Engineer
Krux Analytics
Calgary, AB
- Full-time
…real-time data management and analytics. Understanding our customer's needs and the ability to solve their problems is what sets us apart. Krux, founded in 2016 and headquartered in…
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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
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Guest Experience Associate | Formula Fig Ossington
Formula Fig
Toronto, ON
- Part-time
The Guest Experience Associate will report to the Fig Bar Manager and work cross-functionally with the other business units.
Added 1 min 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 1 min 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 1 min 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:
Added 1 min ago
Agile Delivery Manager
Upshop
Mississauga, ON
The ADM / Program Manager partners closely with Product Managers, Engineering Managers, UX, Architecture, Support, and PMO to ensure teams are aligned, commitments are credible, risks are…
Added 15 mins ago
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IT Services Specialist
Genesys
Toronto, ON
- Full-time
At Genesys, we help organizations create better customer experiences through AI-powered experience orchestration. Our platform connects people, systems, data and AI to help organizations…
Added 15 mins ago
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Salesforce Technical Lead
Finning
Surrey, BC
- 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 15 mins ago
RS
Opportunités d’emploi – Techniciens diesel
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Quebec, QC · Vanier
- Full-time
Added 15 mins ago
Ward Clerk
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Under the general direction of the Clinical Manager, Ambulatory Care Services, Medical Day Care Surgical Access, MSK Assessment Centre.
Added 15 mins ago
Senior Sales Manager - CONFIDENTIAL
The Aldo Group Inc / Le Groupe Aldo Inc.
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The Sr. Sales Manager leads the wholesale strategy for the APS brand portfolio, focused on a US account base. They are the main contact for a group of customers across many key segments of…
Added 15 mins ago
Senior Manager, Collateral & Margining Technology (Capital Markets Technology)
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Toronto, ON
The Senior Manager, Collateral & Margining Technology (Capital Markets Technology) is responsible for the strategic direction, leadership, and oversight of the global technology…
Added 15 mins ago
Manager, Estates and Trusts - Ottawa
Scotiabank
Ottawa, ON
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 15 mins ago
Senior Delivery Manager
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Toronto, ON
The Senior Delivery Manager, Enterprise Delivery Office supports Director-level leadership in the end-to-end management of projects within the Enterprise Delivery Office (EDO) Software…
Added 15 mins ago
Senior Manager, Strategic Sourcing
Scotiabank
Toronto, ON
…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 15 mins ago
Tenant Support Worker
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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…

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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