Ottawa On Entry level finance financial Jobs – 19 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
9d
Student, Accounting Operations
Canadian Air Transport Security Authority —Ottawa, ON
- $18.15–$30.20 an hour
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
9d
Pay and Benefits Specialist - Level 05 (Junior) and Level 06
Canadian Security Intelligence Service —Ottawa, ON
- $73,008–$103,124 a year
- Immediate opening
- Data analysis skills
- Research
- High school diploma or GED
- Disability insurance
- Life insurance
Financial Analyst (TFT 1.0 FTE)
The Royal Ottawa Mental Health Centre —Ottawa, ON
- $47.58–$55.16 an hour
- Temporary
- Hybrid work
- Data analysis skills
- English
- Analysis skills
10d
Senior Financial Analyst
CDA-AMC —Ottawa, ON
- $90,310–$110,370 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Data analysis skills
- Dental care
- Paid time off
Project Accountant
Bird Construction —Ottawa, ON
- Full-time
- Microsoft Outlook
- Continuous improvement
- Communication skills
ACCOUNTING CLERK
Central Precast —Ottawa, ON
- $60,000–$65,000 a year
- Full-time
- Finance
- POS
- Accounting
- Wellness program
- Dental care
Management and Sales Trainee
Sherwin-Williams —Ottawa, ON
- $53,000 a year
- Full-time
- Bilingual
- CRM software
- Business development
3d
Manager, Finance Operations
Alterna —Ottawa, ON
- $97,000–$115,000 a year
- Hybrid work
- Team management
- Budgeting
- Accounting
Quick apply
Manager, Corporate Accounting
Invest Ottawa —Ottawa, ON
- $76,000–$104,500 a year
- Full-time
- Hybrid work
- Customer service
- Presentation skills
- Bachelor's
Quick apply
10d
Senior Officer, Accounting
National Capital Commission —Ottawa, ON
- $77,281–$102,535 a year
- Full-time
- Bilingual
- Computer skills
- Accounting
1d
Sr. Accountant
Alimentiv —Ottawa, ON
- $78,000–$130,000 a year
- Full-time
- Remote
- ERP systems
- Finance
- Analysis skills
Quick apply
Finance Manager
Makonsag Aboriginal Head Start Inc —Ottawa, ON
- $55,000–$66,000 a year
- Full-time
- Finance
- Databases
- Bachelor's
Quick apply
Finance Director
Skate Canada —Ottawa, ON
- $120,000–$140,000 a year
- Overtime
- Hybrid work
- English
- Microsoft Office
- Finance
- Disability insurance
- Dental care
Quick apply
5d
Manager, Property Accounting
CLV Group —Ottawa, ON
- Full-time
- English
- Finance
- Bachelor's
Quick apply
Manager ERP Sage X3
Bevertec —Canada
- Full-time
- Remote
- Management
- ERP systems
- Manufacturing
Quick apply

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Manager, Financial Reporting & Accounting
HCB Canada —Toronto, ON
*Cash Operations:* Oversee cash management activities, manage corporate credit policies, and monitor accounts payable/receivable processing.
$80,000–$100,000 a year
Quick apply
Senior Financial Analyst
La Rocca Creative Cakes —Richmond Hill, ON
Bachelor’s degree in Accounting, Finance, Business, or a related field. Beyond close and compliance reporting, this role is expected to build and own recurring…
From $80,000 a year
Quick apply
5d

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Licensed Assistant

Stone Gables Investment
Ottawa, ON

Quick apply

Job details

Full-time
From $68,500 a year
9 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

entry level finance financial jobs in ottawa on

Licensed Assistant

Student, Accounting Operations

Pay and Benefits Specialist - Level 05 (Junior) and Level 06

Financial Analyst (TFT 1.0 FTE)

Senior Financial Analyst

Project Accountant

ACCOUNTING CLERK

Management and Sales Trainee

Manager, Finance Operations

Manager, Corporate Accounting

Senior Officer, Accounting

Sr. Accountant

Finance Manager

Finance Director

Manager, Property Accounting

Manager ERP Sage X3

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