Financial Services Registered Branch Associate
E
Edward Jones
📍 sherwood park, ab, Canada
Job Description
Elevate your career at Edward Jones as a Registered Branch Associate, working in a client-focused role. Partner with Financial Advisors to deliver impactful financial solutions.
This position is for those dedicated to building strong client relationships and capable of critical problem-solving. You'll receive extensive training and have ample support from a network that emphasizes inclusivity and growth. Your contributions will directly improve the lives of clients and the community.
Key Responsibilities:
• Open new accounts by gathering suitability information
• Research and make recommendations on portfolio investments
• Process buy/sell orders as per Advisor instructions
• Conduct proactive account reviews to ensure client satisfaction
• Respond to client questions on financial products and services
Requirements:
• High School Diploma/Equivalent required
• CIRO Registered Representative certification
This position is for those dedicated to building strong client relationships and capable of critical problem-solving. You'll receive extensive training and have ample support from a network that emphasizes inclusivity and growth. Your contributions will directly improve the lives of clients and the community.
Key Responsibilities:
• Open new accounts by gathering suitability information
• Research and make recommendations on portfolio investments
• Process buy/sell orders as per Advisor instructions
• Conduct proactive account reviews to ensure client satisfaction
• Respond to client questions on financial products and services
Requirements:
• High School Diploma/Equivalent required
• CIRO Registered Representative certification