Canada Branch Associate Trainee — Financial Services

Edward Jones; Bedford; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

RRSP

Health benefits

Paid time off

Job summary

Edward Jones in Canada is seeking a Registered Branch Associate to support Financial Advisors and assist existing clients. You will work to open accounts, analyze portfolios and communicate recommendations in line with CIRO rules.

The role offers a salaried position with bonus potential, RRSP benefits, vacation and professional development opportunities within a collaborative team environment.

Qualifications

• High School Diploma or equivalent is required.
• A relevant degree or diploma from an accredited institution, or four years of relevant industry experience.
• Currently a CIRO Registered Representative with licensing requirements.
• Complete CIRO registration process if not currently registered.

Responsibilities

• Open new accounts by gathering required information and suitability data.
• Review portfolio performance, costs/fees, asset allocation and recommend changes as appropriate.
• Execute buy/sell orders under the direction of the Financial Advisor.
• Conduct reviews to collect suitability information for select accounts.
• Answer client questions regarding Edward Jones stock recommendations and withdrawals.

Skills

Client relationship building

Regulatory compliance awareness

Analytical thinking

Communication

Education

High School Diploma/Equivalent

Post-secondary degree or four years of relevant industry experience

CIRO Registered Representative

Job description

Edward Jones in Canada is seeking a Registered Branch Associate to support Financial Advisors and assist existing clients. You will work to open accounts, analyze portfolios and communicate recommendations in line with CIRO rules.

The role offers a salaried position with bonus potential, RRSP benefits, vacation and professional development opportunities within a collaborative team environment.