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Added 14 mins ago
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IT Services Specialist
Genesys
Toronto, ON
- Full-time
…team in Toronto. This hands-on L2/L3 role provides advanced technical support and a high-quality employee technology experience across the region, including support for executive…
Added 14 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 14 mins ago
RS
Opportunités d’emploi – Techniciens diesel
Ryder Supply Chain Solutions
Quebec, QC · Vanier
- Full-time
Added 14 mins ago
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Added 14 mins ago
Senior Manager, Collateral & Margining Technology (Capital Markets Technology)
Scotiabank
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 14 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…
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Senior Delivery Manager
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Junior Account Manager, Eastern Canada, Vertical Sales, Infrastructure
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As Junior Account Manager, you are a sales achiever with the technical and sales talents needed to retain and expand the use of Siemens portfolio with organizations responsible for critical…
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Cyber Security Analyst
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- Full-time
- Remote
Assemble and coordinate with technical teams and third-party vendors to resolve moderate to low complexity incidents as quickly and efficiently as possible.
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Project Manager - PL#60248
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- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
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Project Manager - PL#60248
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- Full-time
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Senior Engineering Manager, Messaging Experience
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Toronto, ON
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Project Manager - PL#60248
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- Full-time
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Added 14 mins ago
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Business Analyst
Manpower
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- Contract
The main function of a Business Analyst - Non-Technical is to maintain vendor relationships for non-IT projects or fill organizational roles above an administrative level, but below a…
Added 14 mins ago
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Reliability Manager
Electricity Canada
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- $75,000 to $80,000 CAD / year
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Added 14 mins ago
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Added 29 mins ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
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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.

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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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