22 Oct
|
Edward Jones
|
Ontario
22 Oct
Edward Jones
Ontario
Build registered representative experience with Edward Jones by supporting Financial Advisors through client service and investment solutions. Training and mentorship support your development.
The Registered Branch Associate Trainee partners with Financial Advisors to serve existing clients under their direction. You will help create branch capacity while developing knowledge of personalized investment solutions, legal requirements, and regulatory obligations. The position supports client relationships through research, account opening, and transaction activities.
Key Responsibilities: Gather suitability information for opening recent client accounts
Research portfolio performance, fees, allocation, and investment changes
Recommend portfolio considerations to Financial Advisors
Execute solicited buy and sell orders
Conduct proactive reviews and answer general client questions
Requirements: High school diploma or equivalent required
Relevant degree, diploma, or four years industry experience
Currently registered as a Representative with CIRO
Complete applicable CIRO licensing requirements
Successfully complete required training and background checks
Develop client service, investment research, and regulatory capabilities as an Edward Jones Registered Branch Associate Trainee in Canada.
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📌 Registered Branch Associate Trainee Canada (Ontario)
🏢 Edward Jones
📍 Ontario