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Night Auditor
Marriott
Dorval, QC
- Full-time
Check figures, postings, and documents for accuracy. Record, store, access, and/or analyze computerized financial information. Control and secure cash and cash equivalents for property…
Added 5 mins ago
SS
Office Manager
Sienna Senior Living
St. Catharines, ON
- Full-time
…community, and caring to life. In this capacity, the Office Manager plays a crucial role of the day-to-day administrative functions and processes at a Long Term Community or Retirement…
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Manager, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
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Credit Manager
BMO
Sudbury, ON
- Part-time
Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns.
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Articling Student, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
Performs a variety of administrative tasks, financial and human resources administration in support of legal counsel. Provides services ensuring all administrative and operational processes…
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Articling Student - Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
Performs a variety of administrative tasks, financial and human resources administration in support of legal counsel. Provides services ensuring all administrative and operational processes…
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Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based…
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Account Manager, Business
Desjardins
Quebec, QC
- Full-time
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and…
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TC
Payroll Specialist
Treewalk Consulting Inc.
Remote, Canada
- $65,000 CAD / year
- Full-time
- Remote
…regulations. The successful candidate will report directly to the Accounting Manager and also work closely with other accounting professionals on our…
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Administrator, Media Solutions (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
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NC
Client Manager, Commercial Insurance
NFP Corp
Hamilton, ON · London, ON · Oshawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
Added 5 mins ago
AP
Client Services Administrator
Accounting Plus Financial Services Inc.
Vaughan, ON
- Full-time
Accounting Plus Financial Services Inc. is a full-service accounting firm based in Thornhill, Ontario, providing tax, bookkeeping, and advisory services to a diverse client base. We're a…
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Software Developer - Cloud Platform
Nakisa
Montreal, QC
- Full-time
Nakisa is a global leader in AI-powered enterprise software for Human Resources, Financial Management, and Commercial Real Estate (CRE). Our cloud platform powers mission-critical…
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Manager, Policy Services
House of Commons of Canada Chambre des communes du Canada
Ottawa, ON
- $107,314 to $135,788 CAD / year
- Full-time
The House of Commons’ Finance Services is currently looking to staff the Manager, Policy Services position.
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EE
Accounting Manager
Express Employment Professionals - Halifax
Halifax, NS · Greater Halifax Metropolitan Area
- $80,000 to $90,000 CAD / year
- Full-time
Express Employment Professionals is hiring an Accounting Manager (CPA) for our client, a well-established and client-focused Chartered Professional Accounting firm. This is an excellent…
Added 5 mins ago
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Events Manager
Indigo
Toronto, ON
- $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…
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Senior Project Manager
Swoon
Toronto, ON
- $80 to $90 CAD / hour
- Contract
We’re seeking an experienced Senior Project Manager to lead complex business and technology initiatives within a financial services environment.
Added 20 mins ago
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Investigations Officer
RBC
Halifax, NS · Bedford, QC
- Full-time
…completed on time and per quality thresholds to minimize risk of financial loss and negative client impact. Demonstrate commitment to RBC Values, adhere RBC policies, and ensure all…
Added 20 mins ago
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Branch Manager
RBC
Medicine Hat, 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 20 mins ago
NC
Member Associate (Temporary)
Northern Credit Union
Pembroke, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 20 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 20 mins ago
SC
Financial Advisor - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 20 mins ago
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Branch Manager
United Rentals
Edmonton, AB · Branch EAT Edmonton, AB
- Full-time
As Branch Manager at United Rentals, you'll be the leader of a major business enterprise. You'll have the opportunity to hire and motivate an amazing team in various roles, from sales and…
Added 20 mins ago
AR
Night Auditor
Algonquin Resort
Sudbury, ON
- Full-time
Previous front office or accounting experience required
Added 20 mins ago
PG
Senior Application Security Engineer
Paymentus Group Inc
Richmond Hill, ON
- Full-time
This is a hands-on technical role reporting to the Manager of Platform Security. The Senior Application Security Engineer will perform secure design reviews, threat modeling, source code…

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

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