Licensed Assistant II
1 week ago
Job Title: Licensed Assistant IILocation: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ONWork Model: In-Office (5 days/week)Start Date: February 10, 2026Contract Duration: Until September 13, 2027 (Maternity Leave Coverage)Employment Type: Full-Time, ContractAbout the RoleWe are seeking a Licensed Assistant II to support corporate advisors within a fast-paced wealth management environment. This role blends client service, administrative support, compliance, and account management, offering strong exposure to financial planning and investment operations.Key ResponsibilitiesClient SupportAct as the first point of contact for clients via phone, email, and in personAssist with account maintenance, client updates, and transaction processingSchedule and coordinate client meetings and prepare related documentationAdministrative & OperationsManage advisor calendars, meetings, and correspondenceMaintain accurate client records in CRM systemsPrepare client reports, statements, and presentationsCompliance & DocumentationEnsure documentation meets regulatory and compliance standardsAssist with audits and regulatory reviewsStay informed of regulatory updatesAccount & Financial Planning SupportProcess account openings, transfers, and trade orders under advisor directionAssist with financial plans, portfolio reviews, and investment proposalsGather and organize financial data and reportsTeam CollaborationWork closely with advisors, compliance, and operations teamsProvide backup support to administrative staff as neededRequired QualificationsMandatory securities licenses: CSC, CPH, and WME (or equivalents)2–4 years of experience in a similar role within financial services or wealth managementStrong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)Excellent organizational, communication, and time-management skillsHigh attention to detail and ability to work in a regulated environmentNice to HaveExperience with CRM systems (Salesforce preferred)Exposure to Power BI or reporting toolsKnowledge of financial terminology and investment conceptst
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Licensed Assistant II
7 days ago
Ottawa, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
1 week ago
Ottawa, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
1 week ago
Ottawa, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors...
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Licensed Assistant II
5 days ago
Ottawa, ON, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
6 days ago
Ottawa, ON, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
1 week ago
Ottawa, ON, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
1 week ago
Ottawa, ON, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Licensed Assistant II
1 week ago
ottawa, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant IILocation: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ONWork Model: In-Office (5 days/week)Start Date: February 10, 2026Contract Duration: Until September 13, 2027 (Maternity Leave Coverage)Employment Type: Full-Time, ContractAbout the RoleWe are seeking a Licensed Assistant II to support corporate advisors within a...
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Licensed Assistant II
1 week ago
Ottawa, Ontario, Canada Robertson & Company Ltd. Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction:Robertson is seeking a skilledLicensed Assistant IIto join our clientin support of an...
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Licensed Assistant II
2 weeks ago
Ottawa, Canada Randstad Canada Full timeJoin our investment advisory team in Ottawa as a Licensed Assistant II at our brand-new office located at 55 Metcalfe Street. This is a 18-month contract starting February 10, 2026, and running through September 13, 2027. In this role, you will support corporate advisors by managing administrative tasks, client services, and account management within a...
