Hybrid Canada Registered Branch Associate - Bracebridge, ON bei Edward Jones
Edward Jones · Bracebridge, Kanada · Hybrid
- Professional
- Optionales Büro in Bracebridge
Opportunity Overview
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
- Training may include formal training sessions, online training, mentoring, job shadowing, and coaching
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
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EEO Statement
Company Description
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Position Requirements
- Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Help to create branch team capacity by working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
- A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
- Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization
Responsibilities as a Registered Representative performed at the direction of the FA or independently based on branch processes for all existing clients may include:
- Gather information and collect suitability information to open new accounts
- Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Conduct proactive reviews and collect suitability information for select accounts
- Answer general client questions regarding EDJ Stock recommendations and withdrawals
- High School Diploma/Equivalent required
- A relevant degree or diploma from an accredited post-secondary institution, or four years of relevant industry experience successful completion of necessary background checks
- Currently a Registered Representative with CIRO
- All applicable licensing requirements necessary to achieve and maintain registered representative status with CIRO completed
- Wealth Management Essentials (WME) course, preferred
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BOA Canada Salary
- A competitive compensation package that includes bonus potential, RRSP, and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.