Find work in Canada.

588,262 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
IL
Advanced Quality Engineer
Invesco Ltd.
Charlottetown, PE
- Full-time
Develop automated test scripts for UI, API, and backend services.
Added 1 min ago
Project Manager, Customer Success & Account Management
GoBolt
Toronto, ON
We are looking for a Project Manager to support our Account Management and Customer Success division. In this role you will own the planning and execution of merchant projects, from new…
Added 1 min ago
Regional Manager, Workplace - Americas
Infoblox
Burnaby, BC
We have an opportunity for a Regional Manager, Workplace - Americas to join our Workplace Operations & Events team in Burnaby, Canada, reporting to the Director, Global Workplace Operations…
Added 16 mins ago
Y
Associate Technical Account Manager
Yardi
Toronto, ON
- $69,600 to $73,100 CAD / year
- Full-time
…Residential Client Service's Team as an Associate Technical Account Manager (ATAM) and be part of the forefront of innovation in the real estate industry! As an ATAM, your main role will be…
Added 16 mins ago
TC
Fundraising & Communications Manager
Toronto Cat Rescue
Toronto, ON
- Full-time
Toronto Cat Rescue is seeking an experienced Fundraising and Communications Manager to lead fundraising growth, strengthen donor and partner relationships, and oversee communications that…
Added 16 mins ago
L
Financial Service Representative - LendDirect Office 1603
LendDirect
St. Thomas, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 16 mins ago
RD
Technical Project Manager - Software Solutions
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…essential trade execution, clearing, custody, and core back-office services to top-tier financial firms and institutional clients. Operating with core values grounded in transparency,…
Added 16 mins ago
A
Mutual Funds, Senior Trader
Aviso
Montreal, QC
- $75,000 to $95,000 CAD / year
- Full-time
Reporting to the Manager, Mutual Funds, the Mutual Funds, Senior Trader is responsible for insuring support and problem resolutions with all activities with Mutual Funds and plays a…
Added 16 mins ago
WC
Pricing Analyst
Waste Connections of Canada
Coquitlam, BC
- Full-time
We are Waste Connections of Canada, an integrated services company that provides solid waste collection, transfer, disposal and recycling services to local residents and businesses…
Added 16 mins ago
SAP ABAP Developer - SAP Technical Services
Capital Regional District
Victoria, BC
In collaboration with the Manager, SAP Technical Services, and stakeholders, participates in defining project scope and objectives for SAP business systems, ensuring stakeholder…
Added 16 mins ago
R
Manager, Product Control
RBC
Toronto, ON
- Full-time
As a Manager Product Control, you will be responsible to provide quality analytical support to the Capital Markets’ Treasury Services Product Control area by performing daily and monthly…
Added 16 mins ago
R
Branch Manager - Alpine Park
RBC
Calgary, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 16 mins ago
R
Group Advantage Relationship Manager Intern
RBC
Vancouver, BC
- Full-time
A world-class training program in financial services
Added 16 mins ago
R
Branch Manager - Belmont
RBC
Calgary, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 16 mins ago
AC
FP&A Analyst
Atlas Corp.
Vancouver, BC
- $82,000 to $95,000 CAD / year
…advanced vessels, combined with industry-leading ship management services. As owner and operator of the vessels, we provide skilled officers and crews dedicated to the safe, reliable, and…
Added 16 mins ago
SC
Bilingual Area Finance and Administration Manager
Securitas Canada
Ottawa, ON
- Full-time
Job Title: Bilingual Area Finance and Administration Manager
Added 16 mins ago
Operational Resilience Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Operational Resilience Manager, reporting to the Director, Operational Resilience, executes the enterprise Operational Resilience strategy for the Canada Life organization. As a…
Added 16 mins ago
AW
Mutual Funds, Senior Trader
Aviso Wealth
Montreal, QC
- $75,000 to $95,000 CAD / year
- Full-time
Reporting to the Manager, Mutual Funds, the Mutual Funds, Senior Trader is responsible for insuring support and problem resolutions with all activities with Mutual Funds and plays a…
Added 16 mins ago
Senior Manager- Forensics- Assurance
EY
Toronto, ON
…candidate for a career opportunity in our Forensic and Integrity Services practice as a Manager or Senior…
Added 16 mins ago
Tax Manager - Private Tax - Calgary
EY
AB · Calgary, AB
As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to private organizations and high net…
Added 16 mins ago
Manager- Forensics- Assurance
EY
Toronto, ON
…candidate for a career opportunity in our Forensic and Integrity Services practice as a Manager or Senior…
Added 16 mins ago
Pricing Analyst
DSV
Brampton, ON
Primary duty is to actively contribute in the Pricing Desk Department under the direction of the Senior Manager. This position will interface between customers, our transportation vendors,…
Added 32 mins ago
Bilingual Employee Relations INV
Rogers Communications
Calgary, AB · Toronto, ON · Montreal, QC
…Communications, HR, Legal and Corporate Affairs, Supply Chain, Finance, and Real Estate. If you are considering your next step, we have exciting opportunities waiting for you. Come build a…
Added 32 mins ago
A&
Manager, Proposals
Aird & Berlis LLP
Toronto, ON
- Full-time
Aird & Berlis LLP is seeking to fill a new position for a Proposals Manager, to join the Marketing team in our Toronto office. Reporting directly to the Chief Growth Officer, this role…
Added 32 mins ago
T
Personal Banking Associate - Sainte-Marthe-sur-le-Lac (Full-time, 37.5h/week)
TD
Sainte-Marthe-sur-le-Lac, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…

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.

Apply About employer

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

Report this job