Edward Jones is seeking an Investment Services Trainee with strong problem solving, organization, and client relationship skills.

As a Registered Branch Associate Trainee, you create capacity for a Financial Advisor by partnering to serve existing clients. The work includes gathering suitability information, researching portfolio performance and allocation, executing solicited orders, and communicating with clients. You will receive support through training, mentoring, job shadowing, coaching, and headquarters resources.

Key Responsibilities:

- Partner with Financial Advisors to support existing clients
- Collect information for account opening and suitability reviews
- Analyze portfolio costs, fees, and investment changes
- Communicate approved recommendations to clients
- Confirm Financial Advisor solicited orders with clients

Requirements:

- High School Diploma or equivalent
- Relevant post-secondary degree or diploma preferred
- Four years of relevant industry experience accepted
- Registered Representative status with CIRO
- Robust critical thinking, judgment, organization, and time management

Apply your analytical judgment, regulatory understanding, and client service abilities within Edward Jones investment services.

📌 Edward Jones Investment Services Trainee (Mississauga)
🏢 Edward Jones
📍 Mississauga