Merivale On Banking advisor Jobs – 44 Openings This Week

Licensed Assistant
Stone Gables Investment —Ottawa, ON
- From $68,500 a year
- Full-time
- Microsoft Outlook
- Research
- Finance
- Disability insurance
- Dental care
Quick apply
5d
Controller
Stevenson & White —Ottawa, ON
- $100,000–$125,000 a year
- Microsoft Excel
- Finance
- Team management
Mortgage Specialist - Gatineau
Scotiabank —Gatineau, QC
- Sales
- Financial services
- Communication skills
- Dental care
Expert Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Full-time
- Sales
- English
- Finance
Banking Advisor
National Bank of Canada —Ottawa, ON
- Full-time
- English
- Computer skills
- Wellness program
- Employee assistance program
Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Full-time
- Sales
- English
- Travel
1d
Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch
Scotiabank —Ottawa, ON
- Sales
- Business development
- Financial services
Financial Advisor, Investment & Retirement Planning - Ottawa Main
Scotiabank —Ottawa, ON
- Sales
- Business development
- Financial services
Client Advisor
Royal Bank of Canada —Ottawa, ON
- Part-time
- Sales
- Computer skills
- Financial services
Advisor Assistant
Alterna —Ottawa, ON
- $53,000–$60,000 a year
- Hybrid work
- CRM software
- Microsoft Outlook
- Research
Quick apply
Private Banking Associate
CIBC —Ottawa, ON
- Full-time
- Financial services
- In-person
1d
Associate Financial Advisor
CIBC —Kanata, ON
- Weekends as needed
- Finance
- Business development
- Financial services
7d
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Ottawa, ON
- Full-time
- Computer literacy
- Salesforce
- Research
8d
Associate
Royal Bank of Canada —Ottawa, ON
- Full-time
- English
- Computer skills
- Financial services
6d
Financial Advisor CIRO-ID (Urban)
CIBC —Kanata, ON
- Full-time
- Sales
- Business development
- Financial services
Wealth Associate
National Bank of Canada —Ottawa, ON
- Full-time
- English
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
Investment Advisor Assistant
Ventum Financial Corp. —Ottawa, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Professional Banking Specialist - Ottawa
Scotiabank —Ottawa, ON
- Customer service
- Finance
- Business development
Bilingual Credit Counsellor
The Credit Counselling Society —Ottawa, ON
- $60,840–$68,848 a year
- 8 hour shift
- Hybrid work
- English
- Organizational skills
- Financial services
- Dental care
- Paid time off
Bilingual Claims Advisor I
TD Bank —Ottawa, ON
- $52,700–$74,400 a year
- Full-time
- Customer service
- English
- Bachelor's
- Paid time off
1d

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Licensed Assistant

Stone Gables Investment
Ottawa, ON

Quick apply

Job details

Full-time
From $68,500 a year
5 days ago

Qualifications

Investment
Customer communication
Microsoft Outlook
Finance
Case file maintenance
Client communication
Post-secondary education
Filing
Process improvement
Research
Finance
Client services
Organizational skills
Financial services
Deposits
CSC
Business
Communication skills
Client interaction

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: From $68,500.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off

Application question(s):

Have you completed the CSC or CIRE for IR or RR registration?

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in merivale on

Licensed Assistant

Controller

Mortgage Specialist - Gatineau

Expert Banking Advisor

Banking Advisor

Banking Advisor

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch

Financial Advisor, Investment & Retirement Planning - Ottawa Main

Client Advisor

Advisor Assistant

Private Banking Associate

Associate Financial Advisor

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Associate

Financial Advisor CIRO-ID (Urban)

Wealth Associate

Investment Advisor Assistant

Professional Banking Specialist - Ottawa

Bilingual Credit Counsellor

Bilingual Claims Advisor I

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