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pathologists' assistant

Title posted on indeed.com - Licensed Assistant

Posted on August 28, 2026 by Employer details Stone Gables Investment

Job details

*Licensed Assistant* *Stone Gable Investment | Ottawa, ON | Full-Time | In-Person* *Company* Stone Gable Investment *Website* https://stonegablesinvestment.ca/ *Apply* stonegablesteam@iaprivatewealth.ca *Compensation* Competitive compensation based on experience, licensing, and qualifications *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 models · 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 *Qualifications* *Required Qualifications* *Preferred Qualifications* · 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 clients · 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, professional