Licensed Assistant II
5 hours ago
Job 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 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 Responsibilities Client Support Act as the first point of contact for clients via phone, email, and in person Assist with account maintenance, client updates, and transaction processing Schedule and coordinate client meetings and prepare related documentation Administrative & Operations Manage advisor calendars, meetings, and correspondence Maintain accurate client records in CRM systems Prepare client reports, statements, and presentations Compliance & Documentation Ensure documentation meets regulatory and compliance standards Assist with audits and regulatory reviews Stay informed of regulatory updates Account & Financial Planning Support Process account openings, transfers, and trade orders under advisor direction Assist with financial plans, portfolio reviews, and investment proposals Gather and organize financial data and reports Team Collaboration Work closely with advisors, compliance, and operations teams Provide backup support to administrative staff as needed Required Qualifications Mandatory securities licenses: CSC, CPH, and WME (or equivalents)2–4 years of experience in a similar role within financial services or wealth management Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) Excellent organizational, communication, and time-management skills High attention to detail and ability to work in a regulated environment Nice to Have Experience with CRM systems (Salesforce preferred) Exposure to Power BI or reporting tools Knowledge of financial terminology and investment concepts t
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Licensed Assistant II
3 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
3 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
2 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
3 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...
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Licensed Assistant II
3 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
3 days 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
3 days 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
2 weeks ago
Ottawa, Canada Randstad Canada Full timeAre you a licensed financial professional who thrives at the intersection of client service and operational excellence? We are looking for a Licensed Assistant to join our corporate advisory team.This isn't just an administrative role—it is a mission-critical position. You will be the "right hand" to our senior advisors, acting as a direct liaison for...
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Licensed Assistant II
4 days 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
7 days 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...
