04 Oct
|
iA Private Wealth
|
Ottawa
04 Oct
iA Private Wealth
Ottawa
This is a unique chance 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
📌 Licensed Assistant (Ottawa)
🏢 iA Private Wealth
📍 Ottawa