Registered Branch Associate

Registered Branch Associates are Registered Representatives, approved persons through the Canadian Investment Regulatory Organization (CIRO), who create capacity for the Financial Advisor by partnering to serve existing clients at the direction of the Financial Advisor.

Support

Our team will provide:

- Training, including formal sessions, online training, mentoring, job shadowing, and coaching.
- A support network beyond the branch office, including headquarters assistance via phone, email, and firm intranet resources.

Characteristics

- Commitment to building meaningful connections and long‑lasting relationships with clients, understanding legal and regulatory requirements related to selling financial solutions.
- Ability to work independently with strong problem‑solving, critical thinking, and sound judgment to identify, analyze, and resolve issues related to personalized investment solutions, involving the FA when appropriate.
- Resilient, creative, and progressive mindset supporting a nimble learning environment to incorporate feedback and adapt to changes.
- Entrepreneurial personality, driven to achieve results individually and as a team, with attention to detail, organization, and time‑management skills to manage multiple projects in a dynamic and highly collaborative organization.

Key Responsibilities

Responsibilities performed at the direction of the FA or independently for existing clients may include:

- Gather information and collect suitability information to open recent accounts.
- Research portfolio performance, costs/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to the Financial Advisor,



communicating to client on behalf of FA 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.

Job Requirements

- High School Diploma/Equivalent required.
- A relevant degree or diploma from an accredited post‑secondary institution, or four years of relevant industry experience, and 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.
- If not currently a Registered Representative with CIRO, registration may be obtained at Edward Jones during the assigned study period. Candidate must successfully complete:
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Wealth Management Essentials (WME) (within 30 months of registration)
- Necessary background checks
- Successful completion of the required training program
- Approval of registration as a Registered Representative by CIRO

Compensation & Benefits

- A competitive compensation package that includes bonus potential, RRSP, and comprehensive health benefits.
- Paid time off, including vacation, sick, holidays, and personal days.
- A culture of continuous improvement and professional development.

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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📌 Canada Registered Branch Associate Trainee (Edmonton)
🏢 Edward Jones
📍 Edmonton