Registered Branch Associate Trainee at Edward Jones (Petawawa)

Registered Branch Associate Trainee at Edward Jones (Petawawa)

01 Oct
|
Edward Jones
|
Petawawa

01 Oct

Edward Jones

Petawawa

Kickstart your career as a Registered Branch Associate Trainee with Edward Jones, a Fortune 500 company. This role emphasizes client connection and financial solution delivery in a supportive environment.
As a Registered Branch Associate, you will assist financial advisors to enhance service for over nine million clients. This position demands solid critical thinking, problem-solving skills, and the ability to foster meaningful client relationships. Your success will be supported with comprehensive training, mentoring, and resources from headquarters.
Key Responsibilities:
• Gather client information for new accounts
• Research portfolio performance and make recommendations
• Execute buy/sell orders based on client agreements




• Conduct proactive account reviews and collect suitability information
• Address client inquiries regarding EDJ Stock recommendations
Requirements:
• High School Diploma or equivalent
• Relevant degree/diploma or four years industry experience
• Currently registered with CIRO
• Successful completion of background checks
• Execute necessary licensing requirements for CIRO
Develop your career in financial services at Edward Jones by bringing your skills in client service and financial solutions management.
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📌 Registered Branch Associate Trainee at Edward Jones (Petawawa)
🏢 Edward Jones
📍 Petawawa

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