Kanata, On Client advisor, affinity programs Jobs – 108 Openings This Week

Licensed Assistant
Stone Gable Investment —Nepean, ON
- $50,000–$70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Dental care
- Paid time off
Quick apply
4d
Professional Banking Specialist - Gatineau
Scotiabank —Ottawa, ON
- English
- Finance
- Business development
5d
Finance Manager, Academic
Algonquin College —Ottawa, ON
- $100,363–$125,454 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
6d
ScotiaMcLeod Administrative Associate - Ottawa
Scotiabank —Ottawa, ON
- Organizational skills
- Communication skills
- Time management
- Paid time off
Full-time Faculty Marketing Specialist - Appendix D/Temporary Assignment
Algonquin College —Ottawa, ON
- $37.34–$43.18 an hour
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Tuition reimbursement
6h
Professional Banking Specialist - Ottawa
Scotiabank —Ottawa, ON
- Finance
- Business development
- No university degree
4d
Manager, Finance Business Partner
Canada Post —Ottawa, ON
- Full-time
- English
- Finance
- Master's degree
13d
Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- $40,000–$100,000 a year
- Sales
Quick apply
Part Time - Food Services Worker
Algonquin College —Ottawa, ON
- $24.25–$28.14 an hour
- Part-time
- Hybrid work
- High school diploma or GED
- Dental care
- Tuition reimbursement
4d
Director, Real Estate Markets
Royal Bank of Canada —Ottawa, ON
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
4d
Relationship Manager, Business Markets
Royal Bank of Canada —Ottawa, ON
- Full-time
- Business development
- Organizational skills
- Business
4d
Financial Planner
CFMWS —Ottawa, ON
- $85,980–$101,190 a year
- Monday to Friday
- Bilingual
- English
- Bachelor's
- Disability insurance
- Dental care
4d
Bilingual Investment Planning Advisor
VP Realty —Ottawa, ON
- $100,000–$120,000 a year
- Full-time
- Hybrid work
- Bilingual
- Up to 50% travel
- Salesforce
- Dental care
- Paid time off
Quick apply
3d
Expert Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Full-time
- Bilingual
- Sales
- English
Part-time Technician Academic, Pre-Service Firefighting
Algonquin College —Ottawa, ON
- $37.47–$43.51 an hour
- Part-time
- Hybrid work
- Dental care
- Tuition reimbursement
7d
Rituals Artisan - Full Time
Nordik Spa Village —Chelsea, QC
- Full-time
- Bilingual
- English
Quick apply
Senior Accountant, Tax
MNP —Ottawa, ON
- $68,800–$90,000 a year
- Hybrid work
- Finance
- Bachelor's
- Accounting
Red Bull Student Marketeer - Carleton University
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply
Sr. Financial Advisor CIRO-MFD (Urban)
CIBC —Ottawa, ON
- Full-time
Red Bull Student Marketeer - University of Ottawa
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply

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Licensed Assistant

Stone Gable Investment
Nepean, ON

Quick apply

Job details

Full-time
$50,000–$70,000 a year
4 days ago

Qualifications

Microsoft Excel
Microsoft Outlook
Post-secondary education
Microsoft Office
Finance
Organizational skills
CSC
Business
Communication skills

Full job description

Licensed Assistant

Stone Gable Investment | Ottawa, ON | Full-Time | In-Person

Company

Stone Gable Investment

Website

https://stonegablesinvestment.ca/

Apply

[email protected]

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, 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 [email protected].

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $50,000.00-$70,000.00 per year

Benefits:

Dental care
On-site parking
Paid time off

Application question(s):

Do you have Conduct and Practices Handbook Course (CPH) or in progress?

Licence/Certification:

Do you have Canadian Securities Course or in progress? (required)

Work Location: In person

Quick apply

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Licensed Assistant

Professional Banking Specialist - Gatineau

Finance Manager, Academic

ScotiaMcLeod Administrative Associate - Ottawa

Full-time Faculty Marketing Specialist - Appendix D/Temporary Assignment

Professional Banking Specialist - Ottawa

Manager, Finance Business Partner

Financial Advisor

Part Time - Food Services Worker

Director, Real Estate Markets

Relationship Manager, Business Markets

Financial Planner

Bilingual Investment Planning Advisor

Expert Banking Advisor

Part-time Technician Academic, Pre-Service Firefighting

Rituals Artisan - Full Time

Senior Accountant, Tax

Red Bull Student Marketeer - Carleton University

Sr. Financial Advisor CIRO-MFD (Urban)

Red Bull Student Marketeer - University of Ottawa

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