07 Nov
|
Edward Jones
|
Petawawa
07 Nov
Edward Jones
Petawawa
Build client capacity through CIRO registration, portfolio research, and sound judgment as an Edward Jones Registered Investment Associate in Canada. Support personalized investment solutions.
As a Registered Branch Associate, you work at the Financial Advisor’s direction or independently under branch processes. You help address personalized investment solutions, communicate recommendations when appropriate, and serve existing and newly created client relationships. Edward Jones provides training, mentoring, job shadowing, coaching, and headquarters support through phone, email, and firm intranet resources.
Key Responsibilities:
- Identify, analyze, and resolve client-related issues
- Collect information and suitability details for accounts
- Review portfolio construction, costs, fees, and allocation
- Communicate agreed recommendations on the Financial Advisor’s behalf
- Answer questions about EDJ Stock recommendations and withdrawals
Requirements:
- Registered Representative status with CIRO
- Understanding of legal and regulatory requirements
- Solid organization and time management skills
- Entrepreneurial, resilient, creative, and progressive mindset
- Successful completion of required background checks
Bring regulatory knowledge, critical thinking, and relationship-building skills to personalized investment support with Edward Jones clients.
📌 CIRO Registered Investment Associate (Petawawa)
🏢 Edward Jones
📍 Petawawa