Licensed Assistant

Create Wealth Management

Stittsville, Ontario

Full-Time | In-Office

About Create Wealth Management

Create Wealth Management is a growing wealth management practice dedicated to providing exceptional service and personalized support to our clients. Our team is committed to building lasting relationships and delivering a high standard of professionalism, responsiveness, and care.

We are seeking a Licensed Assistant to join our team in Stittsville, Ontario. This is an excellent opportunity for a detail-oriented and client-focused skilled who enjoys supporting advisors, building client relationships, and helping maintain efficient day-to-day operations within a collaborative team environment.

Position Overview The Licensed Assistant plays a key role in supporting multiple Certified Financial Planners while serving as an important point of contact for clients. The successful candidate will be responsible for client service, account administration, documentation processing, meeting coordination, and maintaining accurate records while ensuring adherence to industry regulations and compliance requirements.

This role is ideal for someone who takes pride in organization, enjoys helping clients, and is looking to establish a long-term career in a client service and administrative capacity within the wealth management industry.

Key Responsibilities

Advisor Support

- Provide administrative support to multiple Financial Planners.
- Prepare and process client documentation and account paperwork.
- Assist with account openings, transfers, updates, and other administrative requests.
- Maintain accurate client records and documentation.
- Coordinate advisor calendars, meetings, and client reviews.
- Monitor outstanding action items and follow up as required.

Client Service

- Serve as a primary point of contact for client inquiries.
- Deliver a professional, responsive,



and personalized client experience.
- Assist clients with onboarding and account-related processes.
- Schedule meetings and communicate with clients regarding appointments and documentation requirements.
- Follow up on client requests and ensure timely completion of service items.

Compliance & Operations

- Ensure documentation is complete, accurate, and compliant with regulatory requirements.
- Maintain client files and records in accordance with industry standards.
- Support internal processes and operational procedures.
- Assist with ongoing practice management and workflow organization.

Qualifications

Required

- Investment Funds in Canada (IFC) license, or willingness to obtain it
- Experience in the wealth management, financial services, banking, or investment industry.
- Strong administrative and client service skills.
- Exceptional attention to detail and organizational abilities.
- Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, and Teams.
- Proficiency in English, both written and verbal.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving skills and a client-first mindset.

Preferred

- Experience supporting Financial Advisors.
- Familiarity with CRM systems and financial industry software.

What We Offer

- Competitive compensation based on experience.
- Stable, full-time employment with regular office hours (9:00 a.m. to 4:00 p.m., Monday to Friday; Fridays off during July and August).
- A supportive and collaborative team environment.
- Flexibility for important personal and family commitments when needed.
- Opportunity to work closely with experienced advisors and develop your expertise within the wealth management industry.

How to Apply To apply, please email your resume to [email protected]. Include a brief introduction outlining your experience in financial services, client service, and administrative support.

📌 Licensed Assistant (Ottawa)
🏢 Create Wealth Management
📍 Ottawa