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Investment Advisor Assistant β€” Private Client Services

Company

Ventum Financial

Location

ottawa, on

Posted

June 01, 2026

Position Overview

A Canadian investment firm is seeking an Investment Advisor Assistant to support a team of Investment Advisors. This role involves building client relationships, managing trades, and ensuring compliance. The ideal candidate has 3+ years of experience in financial services, is CIRO licensed, and possesses excellent communication, organizational, and problem-solving skills. The position offers a dynamic work environment focused on client service and support.
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