06 Nov
|
Edward Jones
|
Port Dover
06 Nov
Edward Jones
Port Dover
Support Financial Advisors at Edward Jones as a Registered Branch Associate using CIRO registration and personalized investment solutions. Serve Canadian clients with sound judgment.
This Registered Representative role creates branch capacity by partnering with the Financial Advisor. You will gather suitability information, research portfolios, execute solicited orders, and answer client questions. The work requires relationship building, regulatory understanding, problem solving, critical thinking, organization, and adaptability.
Key Responsibilities:
- Gather information and suitability details for recent accounts
- Research portfolio performance, fees, allocation, and construction changes
- Recommend portfolio considerations to the Financial Advisor
- Execute solicited buy and sell orders
- Conduct reviews and answer general client questions
Requirements:
- High school diploma or equivalent
- Current Registered Representative status with CIRO
- Completed applicable CIRO licensing requirements
- Relevant diploma, degree, or four years' industry experience
- Successful completion of necessary background checks
Bring CIRO registration, client relationship skills, and investment solution experience to Edward Jones as a Registered Branch Associate.
📌 Registered Branch Associate CIRO (Port Dover)
🏢 Edward Jones
📍 Port Dover