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Added 26 mins ago
SO
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
Bill customers for services, process payments, and manage accounts receivable
Added 26 mins ago
BC
Operations manager, restaurant
Bake Chef Co.
Calgary, AB
- Full-time
Determine type of services to be offered and implement operational procedures
Added 26 mins ago
HF
marketing manager - online marketing
Hearth Fireplace Depot
Calgary, AB
- Full-time
Added 26 mins ago
W
(CAN) Associé, équipe de produits santé-beauté
Walmart
Longueuil, QC
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 26 mins ago
W
Consumables Associate
Walmart
Saskatoon, SK
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 56 mins ago
WR
Anesthesia Assistant (Training Opportunity) - Temporary Full Time - MET
Windsor Regional Hospital
Windsor, ON
- Full-time
Reporting to the Program Manager and/or designate, the Anesthesia Assistant is responsible and accountable for the provision of safe, effective, patient-focused care to patients.…
Added 56 mins ago
TB
accommodation services manager
Travelodge Bracebridge
Bracebridge, ON
- Full-time
Added 56 mins ago
DQ
restaurant manager
Dairy Queen
ON · Hannon, ON
- Full-time
Determine type of services to be offered and implement operational procedures
Added 56 mins ago
AK
restaurant manager
Aunty's Kitchen
Waterloo, ON
- Full-time
Determine type of services to be offered and implement operational procedures
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PW
food services manager
Pie Wood Fired Pizza Joint
Barrie, ON
- Full-time
Determine type of services to be offered and implement operational procedures
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…ranging from 1200 to 4000, providing comprehensive healthcare services to the community. The successful candidate will be responsible for providing high-quality medical care to our…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Part-time
…involved with complementary, preventative, or private medical services. Participation is entirely…
Added 1 hour ago
A
Forward Deployed AI Engineer - Senior Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…Engineering pods. We are building the largest FDE capability in the services industry. The engineers who join at this stage will define what the role looks like at scale and will have…
Added 1 hour ago
Pharmacist - Clinical Pharmacy
Nova Scotia Health and IWK Health
Halifax, NS
Under the direct supervision of the Manager Clinical Services, the Pharmacist will participate in the provision of direct pharmaceutical care to inpatients/outpatients as a member of the…
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
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Added 1 hour ago
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Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
Added 1 hour ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
Deep products and services knowledge dependent on industry specialization
Added 1 hour ago
W
Self Checkout Attendant
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Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 1 hour ago
UO
Director, Office of Education
University of Alberta
Edmonton, AB
- Full-time
…Director, Office of Education to lead the academic administration services in the Office of Education. Reporting to the College General Manager, the Director provides strategic leadership…
Added 2 hours ago
TS
Program Coordinator – Warming Centre
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- Full-time
Meets regularly to complete check ins with the Housing Services Manager to ensure continuity of services and alignment to program goals.
Added 2 hours ago
WC
(CAN) Leader des ressources humaines en magasin
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MB · Saint-Laurent, MB
- Contract
Position Summary...The People Lead supports the Store Manager and leadership team by leading human resources functions that promote compliance, engagement, and operational excellence. This…
Added 2 hours ago
WC
Self Checkout Attendant
Walmart Canada
Prince Albert, SK
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 2 hours ago
LH
Job Title Tenant Support Worker
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- Internship
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Added 2 hours ago
WC
cashier
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- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.

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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