Embark on a rewarding path at Stone Gable Investment as a Licensed Assistant in Ottawa. This role supports client service and portfolio administration while offering growth potential toward an advisor position.
As a Licensed Assistant, you will be instrumental in a thriving wealth management practice. Your responsibilities will include client interactions, assisting with trades, and coordinating financial planning efforts. This position also demands a keen eye for detail, ensuring compliance and accurate documentation.
Key Responsibilities:
• Assist clients with trades, withdrawals, and deposits
• Gather and verify client financial information
• Maintain accurate client files and documentation




• Support the advisor with financial planning materials
• Monitor and implement portfolio changes
Requirements:
• Canadian Securities Course completed or in progress
• Solid attention to detail and organizational skills
• Client service experience and qualified communication
• Proficiency in Microsoft Office and Excel
• Interest in evolving into an advisor role
Support client excellence and advance your wealth management career at Stone Gable Investment in Ottawa.
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📌 Licensed Assistant At Stone Gable Investment Ottawa
🏢 iA Private Wealth
📍 Ottawa